Hiring: Client Success Analyst Company: Sotheby's Location: New York, United States Job Posted Time: 2026-09-16 22:55:16 Target Skills & Keywords : Microsoft Excel, Microsoft PowerPoint, Portfolio Management, Private Banking, Salesforce, Wealth Management About the job Experience: •3 years of professional experience, preferably in financial services, lending, credit, underwriting, investment banking, private banking, wealth management, or a similarly analytical, execution-focused environment. Required Skills: •As an Analyst within the Client Success team, you will provide day-to-day execution and administrative support to the Head of Client Success and Associates across new deal activity, closing and funding, collateral diligence, and portfolio servicing. •The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities and deadlines. The Analyst will work closely with Associates, senior members of the Client Success team, Credit, Legal, Operations, and other internal and external stakeholders throughout the loan lifecycle. •Actively facilitate and support setup, execution, closing, and funding of new loans, amendments, and renewals. •Prepare and maintain transaction materials, collateral schedules, trackers, and checklists. •Support borrower and collateral diligence, including review of ownership, provenance, and other diligence materials. •Coordinate compliance approvals and follow up on outstanding closing and post-closing requirements. •Maintain complete, accurate, and organized transaction files. •Collateral & Portfolio Management Compensation: •$60,000 - $80,000 / year •Competitive benefits and rewards package •In addition to base salary successful candidates are eligible to receive a discretionary bonus, as well as a competitive benefits package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!