Assurance - Financial Markets - Securitization Manager

Industry/Sector

Not Applicable

Specialism

Assurance

Management Level

Manager

Job Description & Summary

At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals.

As a finance consulting generalist at PwC, you will possess a broad understanding of various aspects of finance consulting. Your work will involve providing comprehensive guidance and support to clients in optimising their financial performance, improving decision-making, and achieving their financial goals. You will be responsible for analysing client needs, developing financial solutions, and offering recommendations tailored to specific business requirements.

Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

• Analyse and identify the linkages and interactions between the component parts of an entire system.
• Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
• Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
• Develop skills outside your comfort zone, and encourage others to do the same.
• Effectively mentor others.
• Use the review of work as an opportunity to deepen the expertise of team members.
• Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
• Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

Demonstrate strong capabilities and a proven track record in financial analysis, capital markets, and transactions lifecycle management. Skills and responsibilities for this level include but are not limited to: 

• The manager oversees the ingestion and validation of collateral tapes from servicers and trustees, ensuring that loan-level data is reconciled and integrated into models with precision. The role requires translating complex deal documentation into executable models, configuring waterfalls and triggers, and directing scenario testing to evaluate tranche performance under varying market conditions. 

• Configure waterfalls, triggers, reinvestment rules, and coverage tests specific to each transaction. Coordinate onboarding of new deals, integrating them into portfolio systems within tight deadlines. 

• Take complete ownership on the cashflow model and to ensure that the models are built per the governing documents. 

• Specialization in evaluating and comparing the quality and risks associated with various securities, particularly within structured finance such as commercial mortgage-backed securities (CMBS) and residential mortgage-backed securities (RMBS). 

• Working closely with primary broker dealers, investment banks, and mortgage loan originators/issuers in the fixed income industry. 

• Assisting clients in understanding complex financial structures prior to securitization issuance, ensuring alignment of disclosures with underwriters’ intentions. 

• Drafting Engagement Letters, Proposals, and Agreed upon Procedures Reports detailing due diligence, cash flow modeling, and deal structuring. 

• Performing thorough reviews of loan documents and data, recalculating fields on data tapes and generating exception reports to reconcile with clients. 

• Interpret prospectus and indenture information comprehensively, focusing on collateral, waterfalls for structured deals, credit enhancements and triggers, hedging instruments, bond principal and interest paydown rules, loss allocation rules, and extracting other pertinent details specified in transaction indentures. 

• Recompute investor analytics such as declining balance tables, weighted average lives, and pre-tax yield to maturity tables using proprietary cash flow modeling tools and software applications. 

• Develop collateral stratification tables to assess loan pool characteristics. 

• Conduct due diligence reviews of CMBS and RMBS. 

• Recalculate various statistical attributes, stratification tables, and statistical pool percentages using asset-level portfolio data expected in transactions, leveraging tools like Excel, INTEXcalc, Alteryx, or Collateral Analysis System (“CAS”). 

Demonstrates thorough abilities and/or a proven record of success as a team manager: 

• Manage a variety of viewpoints to build consensus and create positive outcomes for all parties. 

• Keeping leadership informed of progress and issues. 

• Contributing to a positive working environment by building solid relationships with team members. 

• Develop new skills outside of your comfort zone. 

• Act to resolve issues which prevent the team working effectively. 

• Coach others, recognise their strengths, and encourage them to take ownership of their personal development. 

• Analyze complex ideas or proposals and build a range of meaningful recommendations. 

• Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. 

• Develop a point of view on key global trends, and how they impact clients. 

• Navigate the complexities of cross-border and/or diverse teams and engagements. 

• Uphold the firm's code of ethics and business conduct. 

Minimum Educational Qualifications: 

Bachelors Degree in Accounting, Finance, Mathematics, Statistics, Economics, Real Estate, Engineering (of any discipline), Geoinformatics, Business Administration, Information Technology B.Com, B.Tech, B.Sc, BBA 

Credentials - Good to have: 

CPA, CA, CFA, CAIA, FRM, Masters in relevant field of expertise or MBA or PGDM/PGDBM in Finance from premium institute only 

Min years of Experience Requirement (Credential) - 5 years 

Non credentialed  - 6 years 

Travel Requirements

Job Posting End Date