
Senior Debt Specialist
2 weeks ago
We are seeking a skilled professional to join our team as an Investment Analyst. As an integral part of our investment team, you will be responsible for identifying and nurturing new business opportunities in the private debt space.
This role offers an exciting opportunity to play a key role in our company's growth strategy and make a significant impact on the financial services industry. You will work closely with our team to analyze financial information, build and maintain relationships with clients and lender partners, and develop client business overviews and investment memoranda.
- Key Responsibilities:
- 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.
About the Role:
- Bachelor's degree in business finance or related field
- Certified Financial Analyst (CFA) (desirable)
- Chartered Accountant (desirable)
- Excellent written and verbal communication skills
- Strong problem-solving, organizational, and collaboration skills
What We Offer:
- A collaborative and inclusive work environment
- Opportunities for continuous learning and professional development
- A dynamic and fast-paced work environment
Why Join Us:
- Be a part of a company that is at the forefront of empowering technology entrepreneurs and making a significant impact in the financial services industry
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