Analyst- Debt Syndication
4 days ago
Mumbai, Maharashtra, India
Recur Club
Full-time
Free with email or Google
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
Free with email or Google
By continuing, you agree to our Terms & Privacy Policy.
Role Overview :\"The Analyst sits in on client and lender conversations directly, rather than only receiving the resulting financials to model.\"
Key Responsibilities
- Lead the financial workstream on assigned transactions, collecting, validating, and analyzing client financials, cash flows, and repayment capacity to support deal structuring. - Support structuring across a range of debt products — venture debt, working capital, structured credit, and acquisition financing — each carrying distinct diligence and covenant considerations. - Prepare credit assessment materials — cash flow coverage analysis, debt sizing inputs, and comparable-transaction benchmarking — under the Capital Consultant's direction. - Draft deal one-pagers, engagement letters, and lender-facing documentation. - Join client diligence and lender negotiation calls with the Capital Consultant, and track structuring decisions and follow-up items for the team to act on. - Conduct market, sector, and comparable-transaction research to inform deal positioning and terms. - Track each deal through its stages — qualification, structuring, lender matching, and disbursal — keeping CRM records accurate and coordinating with lenders on documents and scheduling. - Support invoicing and collections coordination with the Ops team, and monitor post-disbursal portfolio performance to flag early indicators of credit stress.
Required
▪ 0–2 years of experience in debt syndication. ▪Freshers with some relevant internship are most welcome ▪ Strong working knowledge of financial statements — P&L, balance sheet, and cash flow ▪ Bachelor's degree in Finance, Business, Economics, or a related field ▪ Advanced Excel skills, with comfort building financial models under time pressure
Preferred
▪ CA, CFA, or progress toward either ▪ Prior exposure to credit underwriting or debt structuring ▪ Familiarity with CRM platforms (e.g., HubSpot)
Key Responsibilities
- Lead the financial workstream on assigned transactions, collecting, validating, and analyzing client financials, cash flows, and repayment capacity to support deal structuring. - Support structuring across a range of debt products — venture debt, working capital, structured credit, and acquisition financing — each carrying distinct diligence and covenant considerations. - Prepare credit assessment materials — cash flow coverage analysis, debt sizing inputs, and comparable-transaction benchmarking — under the Capital Consultant's direction. - Draft deal one-pagers, engagement letters, and lender-facing documentation. - Join client diligence and lender negotiation calls with the Capital Consultant, and track structuring decisions and follow-up items for the team to act on. - Conduct market, sector, and comparable-transaction research to inform deal positioning and terms. - Track each deal through its stages — qualification, structuring, lender matching, and disbursal — keeping CRM records accurate and coordinating with lenders on documents and scheduling. - Support invoicing and collections coordination with the Ops team, and monitor post-disbursal portfolio performance to flag early indicators of credit stress.
Required
▪ 0–2 years of experience in debt syndication. ▪Freshers with some relevant internship are most welcome ▪ Strong working knowledge of financial statements — P&L, balance sheet, and cash flow ▪ Bachelor's degree in Finance, Business, Economics, or a related field ▪ Advanced Excel skills, with comfort building financial models under time pressure
Preferred
▪ CA, CFA, or progress toward either ▪ Prior exposure to credit underwriting or debt structuring ▪ Familiarity with CRM platforms (e.g., HubSpot)