
Debt Investment Specialist
2 days ago
We are seeking a highly skilled Investment Debt Specialist to join our team. This is a client-focused role, working closely with our Investment Team, identifying and nurturing new business opportunities in the private debt space.
Job Summary:
- Build strong relationships with clients and lender partners to facilitate debt financing placements.
- Draft high-quality client business overviews and Investment Memoranda (IM's), reviewing financial information and analysis of financial statements.
- Develop and maintain detailed financial models, including 3-way models (P&L, Cashflow, Balance Sheet).
- Coordinate lender interactions with clients, maintaining project plans and adhering to internal service level agreements.
- Stay up-to-date with industry trends and product offerings, effectively communicating value propositions to clients.
- Collaborate with internal teams to align strategies and ensure cohesive client engagement approaches.
Required Skills and Qualifications:
- Advanced financial modeling, cash flow, and financial statement analysis expertise.
- Preparing 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 environment.
Desirable Qualifications:
- Bachelor's degree in business finance or related field.
- Certified Financial Analyst (CFA) and/or Chartered Accountant (CA) certification desirable.
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