Investment Analyst

Overview

• Support the Transaction Management team in executing credit-related transactions, including asset-based warehouse credit facilities and term loans.
• Gain hands-on experience in private credit industry deal lifecycle management.
• Collaborate with senior team members to achieve organizational objectives.
• Engage in due diligence, deal structuring, legal documentation, and transaction execution.
• Maintain a disciplined, risk-focused approach to financing the real economy.
• Contribute to a collaborative, team-driven culture emphasizing integrity and accountability.
• Develop expertise in asset-based lending, servicing, and securitization processes.

Key Responsibilities & Duties

• Assist in evaluating and recommending new deal opportunities for the credit transaction pipeline.
• Support due diligence processes, including preparing questionnaires and analyzing financial data.
• Coordinate with internal teams to ensure smooth transaction progression.
• Track and report deal progress using standardized checklists and deliverables.
• Perform administrative tasks related to transactions, such as account setup and service provider retention.
• Prepare pro forma debt capital structures and closing transaction summary memoranda.
• Verify and maintain final closing sets and post-closing amendments.
• Respond to ad hoc deal-related requests from stakeholders.

Job Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• 2–4 years of experience in finance, investment banking, or private credit.
• Understanding of credit transaction structures, including asset-based facilities and term loans.
• Proficiency in financial statement analysis and key credit metrics.
• Exceptional attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Excel and PowerPoint; familiarity with financial software is a plus.
• Self-motivated and capable of working independently and collaboratively.