Underwriting Associate

Role Overview

• 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
• Parental leave