
Senior Debt Placement Specialist
2 weeks ago
Financial Analyst Position Overview
We are seeking a highly motivated and results-driven Financial Analyst to join our organization. This is a client-focused role that requires working closely with our team to identify and nurture new business opportunities in the private debt space.
Key Responsibilities:
- Establish and maintain strong relationships with clients and lender partners to facilitate the placement of debt financing
- Develop client business overviews and Investment Memoranda (IM's)
- Analyze client financial information and review financial statements
- Create and maintain financial models (integrated 3-way models including P&L, Cashflow, and Balance Sheet)
- Coordinate lender interactions with clients
- Maintain project plans and adhere to internal Service Level Agreements (SLAs)
- Stay up-to-date on industry trends and product offerings to effectively communicate the value proposition of our private debt solutions to clients
- Collaborate with internal teams, including marketing and investment teams, to align strategies and ensure a cohesive approach to client engagement
Requirements:
- Financial modeling, cash flow, and financial statement analysis skills
- Ability to prepare high-quality marketing, investment, and credit papers with concise synthesis of diverse information
- Excellent written and verbal communication skills for strong relationship-building
- Strong problem-solving, organizational, and collaboration skills
- Ability to work independently and in a team within a fast-paced, dynamic environment
Qualifications:
- Bachelor's degree in business finance or related field
- Certified Financial Analyst (CFA) certification desirable
- Chartered Accountant (CA) certification desirable
About Our Company:
We offer a dynamic work environment that values diversity and fosters a culture of collaboration and inclusion. We are committed to your growth and provide opportunities for continuous learning and professional development.
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