Investment Analyst

Overview

• Contribute to the execution of complex credit transactions within a dynamic financial environment.
• Develop expertise in asset-based lending, servicing, and securitization processes.
• Collaborate with seasoned professionals to achieve impactful organizational goals.
• Engage in due diligence, deal structuring, and transaction lifecycle management.
• Enhance your analytical skills through exposure to diverse financial instruments.
• Participate in a team-driven culture emphasizing integrity and accountability.
• Gain hands-on experience in private credit industry operations and strategies.

Key Responsibilities & Duties

• Evaluate and recommend new deal opportunities for the credit transaction pipeline.
• Support due diligence processes, including financial data analysis and documentation review.
• Coordinate with cross-functional teams to ensure seamless transaction execution.
• Prepare detailed financial models and transaction summary reports.
• Maintain accurate records of transaction progress and post-closing amendments.
• Respond to stakeholder inquiries and provide timely updates on deal status.
• Assist in structuring and documenting credit facilities and term loans.

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.
• Proficiency in financial statement analysis and understanding credit transaction structures.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication abilities.
• Proficiency in Microsoft Excel and PowerPoint; familiarity with financial software preferred.
• Self-motivated and capable of working both independently and collaboratively.