Raymond James · 4 hours ago
Collateral Analyst
Pittsburgh, PA
Full-time
Onsite
Mid Level
3+ years expRaymond James is a financial services firm that is seeking a Collateral Analyst to monitor and evaluate fluctuating loan collateral values for Private Bank and Asset Based lines of credit. The role involves providing reporting and support to the Credit / Portfolio Management team, ensuring accuracy in collateral evaluations and documentation.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Reviews daily brokerage system feeds to value collateral assets associated with Private Bank lines of credit
Provides notification to private bankers and loan operations regarding advances or issues
Reviews and verifies collateral borrowing base reports for asset-based lines of credit
Prepares and distributes the daily collateral reports
Verifies ineligible calculations, verifies A/R reconciliation balance, and ensures information is rolled up properly in all final Bank Collateral reports
Provides notifications of defaults and/or updates regarding borrowing availability
Evaluates and prepares collateral release requests daily
Ensures line of credit availability is accurately reflected on commercial loan system
Reviews legal and ongoing borrower provided documentation for accuracy and completeness
Qualification
Required
Bachelor's Degree in related field, or equivalent years of experience
3-5 years of banking or securities experience including previous experience in collateral analysis, credit or related function
Demonstrated knowledge of accounting principles, collateral evaluation methods and general knowledge of underwriting
Proficient in MS Office (specifically Excel and Word)
Organized with strong attention to detail
Professional interpersonal and communication skills
Demonstrated ability to assist in the analysis of problem accounts
Demonstrated strong analytical and project management competencies
Bachelor's: Accounting
Bachelor's: Business Administration
Bachelor's: Finance
General Experience - 7 to 12 months
Preferred
Experience with special asset analysis and work out solutions
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
H1B Sponsorship
Raymond James has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
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