
Chief Investment Specialist
3 days ago
We are seeking a dynamic and results-driven Investment Analyst to join our growing team.
The Investment Analyst will work closely with our Investment Team to identify and nurture new business opportunities in the private debt space, contributing to the expansion of our market presence.
About the Role:
- Key Responsibilities:
- Build and maintain strong relationships with clients and lender partners to facilitate the placement of debt financing
- Drafting and development of client business overviews and investment memoranda
- Reviewing client financial information and analysis of financial statements
- Building and maintaining financial models (integrated 3-way models including P&L, cashflow, and balance sheet)
- Coordinating lender interactions with clients
- Maintaining project plans and adhering to internal SLAs
- Stay abreast of industry trends and product offerings to effectively communicate the value proposition of our private debt solutions to clients
Requirements:
- Essential Skills:
- Financial modeling, cash flow, and financial statement analysis
- Preparing high-quality marketing, investment, and credit papers with concise synthesis of diverse information
- Excellent written and verbal communication 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) (desirable)
- Chartered Accountant (desirable)
Why Join Us:
- Commitment to your growth through continuous learning and professional development
- Valued diversity and inclusivity fostering a collaborative culture where your ideas and contributions shine
- Join a company at the forefront of empowering technology entrepreneurs and making a meaningful impact in the financial services industry
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