•
Conduct detailed credit underwriting and financial analysis of private lending and structured financing opportunities.
•
Evaluate company fundamentals, industry dynamics, financial performance, cash flows, and capital structures.
•
Build and maintain financial models covering corporate credit, asset-backed lending, collateral valuation, and investment returns.
•
Assess transaction structures, collateral coverage, covenants, and downside protection, including potential recovery scenarios.
•
Support and independently manage key aspects of transaction execution, including due diligence, structuring, and closing.
•
Participate in negotiations involving financing terms, credit documentation, and transaction protections.
•
Prepare investment recommendations, underwriting materials, and presentations for investment committee review.
•
Coordinate with borrowers, legal counsel, lenders, and other transaction counterparties.
•
Manage multiple investment opportunities and workstreams simultaneously while meeting transaction deadlines.
•
Develop relationships with banks, lenders, specialty finance firms, and other market participants to support potential investment opportunities.
•
Minimum 5 years of relevant experience in credit investing, private credit, structured lending, or related investment disciplines.
•
Experience in asset-based lending, restructuring, distressed credit, or corporate special situations preferred.
•
Strong fundamental credit analysis and underwriting capabilities, including financial statement analysis, cash flow modeling, and capital structure evaluation.
•
Advanced financial modeling skills, with experience analyzing corporate borrowers, collateral values, and downside recovery scenarios.
•
Understanding of credit documentation, transaction structuring, covenants, and lender protections.
•
Ability to independently manage underwriting assignments and contribute meaningfully to transaction execution.
•
Advanced proficiency in Microsoft Excel and PowerPoint, with experience using Claude or similar AI tools.
•
Strong analytical judgment, quantitative skills, and attention to detail.
•
Excellent written and verbal communication skills, including the ability to present investment recommendations.
•
Ability to work effectively in a fast-paced, collaborative investment environment.
•
Bachelor's degree required, preferably in Finance, Economics, or a related field.
Compensation will be commensurate with experience and qualifications.
Benefits may include:
Medical, Dental, and Vision Insurance
401(k) Retirement Plan
Paid Time Off and Holidays
Professional Development Opportunities