Financial Analyst

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Financial Analyst, Debt Administration & Execution - Plano, TX (Hybrid)

Does the thought of joining one of the fastest-growing, privately held data center companies sound exciting to you? Do you enjoy collaborating with team members to drive and operate some of the industry’s leading and most innovative infrastructure solutions?

At Aligned Data Centers, not only do we celebrate success across our platform, we celebrate the very teams that drive and support that success! Our culture is founded in passion, engineered from innovation, and driven by the pursuit of operational excellence. We are a company dedicated to driving positive change in the industry through continuous data center innovation, diversity and inclusion, and corporate sustainability.  

We realize not only is providing a comprehensive benefits package important, but we also provide a generous 401k match with immediate vesting, free membership to Gympass which provides our employees a rich health and wellness benefit and competitive time off plan.  Giving back and having fun is important to our team whether it be serving our communities or employee and customer events.  Our Aligned DNA is what makes us unique and successful!    

As part of our exciting growth, we are currently searching for a Financial Analyst to support the Debt Capital Markets team.

The Debt Capital Markets Analyst supports the Debt Capital Markets team with a primary focus on loan administration, transaction reporting, and documentation management. This role is deeply integrated into the operational side of debt placement and requires a process‑driven, detail‑oriented individual who thrives in a fast‑paced environment. While financial analysis is part of the role, the emphasis is on execution, organization, communication, and real estate documentation.

This role is ideal for someone who enjoys structure, documentation, and operational excellence within the fast pace digital real estate capital markets environment. The strongest candidates are self‑starters who take ownership of processes, communicate clearly, and bring a high level of organization to a fast‑moving team.

Key Responsibilities

Loan Administration & Documentation

• Take ownership of loan documentation workflows, including gathering, reviewing, organizing, and tracking loan agreements, term sheets, amendments, and closing packages
• Coordinate directly with lenders, sponsors, attorneys, and third‑party vendors to ensure timely delivery of required documents
• Review and interpret real estate documentation—leases, rent rolls, loan documents, appraisals, environmental reports, and engineering assessments—to identify key terms, risks, and compliance requirements
• Maintain accurate and up‑to‑date transaction files, checklists, and audit‑ready records

Reporting & Transaction Management

• Prepare recurring transaction reports, pipeline summaries, lender updates, and internal status dashboards
• Track and manage monthly and quarterly debt service payments across multiple facilities.
• Track critical dates, deliverables, and milestones across multiple active transactions.
• Monitor and maintain lender conditions, covenants, and post‑closing requirements, escalating issues as needed
• Support the team in preparing offering materials, executive summaries, and other marketing materials for various debt facilities

KYC, Compliance & Onboarding

• Lead KYC/AML information gathering for sponsors and counterparties, ensuring timely completion of lender compliance requirements
• Coordinate with internal compliance teams and external lenders to resolve documentation gaps or follow‑up requests

Real Estate Analysis & Market Support

• Assist with basic financial underwriting, including reviewing operating statements, rent rolls, and market data
• Support asset positioning discussions and occasional property site visits
• Conduct research on lenders, markets, and capital sources to support deal strategy and team initiatives

Team Support & Cross‑Functional Collaboration

• Work closely with Capital Markets team members, Lenders, and internal stakeholders to ensure smooth execution from underwriting through closing
• Communicate proactively with internal stakeholder, third parties, such as borrower’s counsel, title, appraiser, and lenders to manage expectations and maintain transaction momentum
• Contribute to process improvements, workflow enhancements, and special projects related to reporting, compliance, or market intelligence

Qualifications

• Bachelor’s degree in Real Estate, Finance, Business, Accounting, Economics, or a related field
• 1–3 years of experience in commercial real estate, loan administration, debt operations, or capital markets
• Strong understanding of debt products, loan structures, and lender requirements
• Ability to read, interpret, and track loan documents, servicing agreements, leases, and third‑party reports
• Highly organized and detail‑oriented, with demonstrated ability to manage multiple transactions, deadlines, and reporting cycles
• Strong written and verbal communication skills with a professional, customer‑facing presence
• Comfortable working independently while contributing to a collaborative team environment
• Proficiency in Microsoft Excel and strong overall Microsoft Office skills
• Familiarity with KYC/AML processes

BENEFITS & PERKS:

Aligned Data Centers is proud to offer a comprehensive benefits package to support the health, well-being, and financial security of our team members. Eligible employees have access to:

• Health Coverage: Medical, dental, and vision insurance

• Health Savings and Flexible Spending Accounts:  HSA with employer contribution for eligible participants.  FSA's offered for health and dependent care to increase tax savings.

• Retirement Savings: 401(k) plan with company match

• Paid Time Off and Holiday Pay

• Company-Sponsored Insurance: Short-Term Disability, Life Insurance, and Long-Term Disability (with medical election)

• Optional Benefits: Voluntary life, critical illness, legal, and additional disability coverage

• Wellness Programs: Employee assistance program (EAP), Wellhub gym membership, and other wellness initiatives.

The above is intended to describe the general content of and requirements for the performance of this job.  It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

At Aligned, we are committed to transparency and fostering a positive employee experience from your very first interaction with us. In compliance with Illinois pay disclosure requirements, when you join Aligned, you’ll have access to the following benefits: medical, dental, vision, short and long disability, life insurance and other voluntary benefits, 401k with employer match, bonus opportunities, paid time off, wellness benefits and professional development opportunities, all designed to support your well-being and career growth. We want you to have a clear understanding of what we offer, so you can make informed decisions about your future with us.

Aligned is equally committed to fostering an inclusive workplace and providing equal employment opportunities for all employees. We ensure that all applicants and team members are considered for employment, advancement, and all other employment-related matters without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), national origin, age, physical or mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information, military or veteran status, or any other characteristic protected by applicable law.

If you require a reasonable accommodation to perform the essential functions of your job due to a disability or medical condition, please contact our People & Culture team. Accommodation requests will be reviewed on a case-by-case basis in accordance with applicable laws. Aligned will make reasonable accommodations where necessary to enable qualified individuals with disabilities to perform the essential functions of their role.