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3 days ago
Grow Your Staff is seeking a dynamic and results-driven Investment Analyst to join our growing team. This client-focused role involves working closely with the Investment Team and identifying new business opportunities in the private debt space, contributing to market expansion.
Ton offers an exciting opportunity to play a key role in the company's growth strategy and make a significant impact on the financial services industry.
About the Position- Build and maintain strong relationships with clients and lender partners to facilitate debt financing placements
- Drafting and development of client business overviews and investment memoranda (IMs)
- Reviewing client financial information and analyzing financial statements
- Building and maintaining financial models, including integrated 3-way models with P&L, cash flow, and balance sheet components
- Coordinating lender interactions with clients
- Maintaining project plans and adhering to internal service level agreements
- Staying abreast of industry trends and product offerings to effectively communicate the value proposition of private debt solutions to clients
- Collaborating with internal teams, including marketing and investment teams, to align strategies and ensure cohesive client engagement
- Financial modeling, cash flow analysis, and financial statement interpretation
- 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 collaboratively within a fast-paced, dynamic environment
- Professional Development: Opportunities for continuous learning and career advancement
- Collaborative Work Environment: A culture of collaboration and inclusion where ideas and contributions are valued
- Impactful Work: Contributing to a company at the forefront of empowering technology entrepreneurs and making a significant impact in the financial services industry
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