
Senior Financial Specialist
1 week ago
This position involves working closely with our investment team to identify and nurture new business opportunities in the private debt space.
The successful candidate will have a strong background in financial modeling, cash flow, and financial statement analysis.
They will also be able to prepare high-quality marketing, investment, and credit papers with concise synthesis of diverse information.
Excellent written and verbal communication skills are required for strong relationship-building, as well as strong problem-solving, organizational, and collaboration skills.
The ideal candidate will possess the ability to work independently and in a team within a fast-paced, dynamic environment.
Main Responsibilities:- Build relationships
- Draft client business overviews and investment memoranda
- Review client financial information and analyze financial statements
- Develop financial models
- Coordinate lender interactions with clients
- Ensure timely completion of projects
- Stay up-to-date on industry trends
- Financial modeling
- Cash flow and financial statement analysis
- Preparing marketing and investment papers
- Excellent written and verbal communication
- Problem-solving, organizational, and collaboration skills
- Opportunities for continuous learning
- Culture of collaboration and inclusion
- Empowering technology entrepreneurs
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