Identify and analyze investment merits and underwriting risks
Manage financial modeling
Organize, review, and present transaction due diligence
Conduct industry research to supplement third-party reports
Support the underwriting and syndication of credit facilities, including:
Preparation of written documents (diligence question lists, internal screening memos, underwriting memos, term sheets, lender presentations, etc.)
Communication with transaction stakeholders (senior and subordinated lenders, the private equity sponsor, and the target company)
Assistance in the legal documentation and closing process
Active participation in investment committee meetings
Proactive problem solving, client interaction, and active daily management of a portfolio of accounts (e.g., spreading financial data, validating compliance certificates, quarterly valuations, co-managing amendment processes, etc.)
Requirements
1-3 years of experience in a financial, accounting, or related environment
Robust analytical, problem-solving, and organizational skills
Excellent written and verbal communication skills
Deep understanding of accounting and financial analysis with a proficiency in financial modeling
Comfortable interacting with sponsors, management, investors, and other key external partners
Ability to multi-task and manage time and workload efficiently in a fast-paced environment
Strong work ethic, attention to detail, and proactive by nature
Demonstrate effective working relationship with teammates
Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint)
Benefits
Competitive medical, dental, and vision insurance
Flexible spending accounts (dependent care, healthcare, limited purpose FSA)
Accident and Critical Illness insurance
Long Term Disability insurance
Competitive 401(k) benefits
Pet healthcare savings program
Member’s Only Healthcare
healthcare navigation
WellHub
corporate wellness platform
$10,000 lifetime reimbursement for family forming services (e.g. IVF, adoption, surrogacy)
Rocket Lawyer legal benefits
Reimbursement of professional society memberships and exam fees
Up to $10,000 matching annually for contributions to qualified non-for-profit organizations