Role Overview :"The Analyst sits in on client and lender conversations directly, rather than only receiving the resulting financials to model."
Key Responsibilities
- Lead the financial workstream on assigned transactions, collecting, validating, and analyzing client financials, cash flows, and repayment capacity to support deal structuring.
- Support structuring across a range of debt products — venture debt, working capital, structured credit, and acquisition financing — each carrying distinct diligence and covenant considerations.
- Prepare credit assessment materials — cash flow coverage analysis, debt sizing inputs, and comparable-transaction benchmarking — under the Capital Consultant's direction.
- Draft deal one-pagers, engagement letters, and lender-facing documentation.
- Join client diligence and lender negotiation calls with the Capital Consultant, and track structuring decisions and follow-up items for the team to act on.
- Conduct market, sector, and comparable-transaction research to inform deal positioning and terms.
- Track each deal through its stages — qualification, structuring, lender matching, and disbursal — keeping CRM records accurate and coordinating with lenders on documents and scheduling.
- Support invoicing and collections coordination with the Ops team, and monitor post-disbursal portfolio performance to flag early indicators of credit stress.
Required
▪ 1–3 years of experience in financial services, fintech, lending, or venture capital
▪ Strong working knowledge of financial statements — P&L, balance sheet, and cash flow
▪ Bachelor's degree in Finance, Business, Economics, or a related field
▪ Advanced Excel skills, with comfort building financial models under time pressure
Preferred
▪ CA, CFA, or progress toward either
▪ Prior exposure to credit underwriting or debt structuring
▪ Familiarity with CRM platforms (e.g., HubSpot)