Work alongside senior leadership to support asset origination and revenue generation efforts, anticipating the needs of the team throughout the deal cycle
Understand the characteristics of the firm's product offerings (from the perspective of the client, clients counterparties, the Firm, and the Firm's stakeholders) to facilitate the development of tailored working capital solutions
Take ownership of the sales cycle, from providing support to senior leadership during initial prospecting to structuring financial products and ensuring programs are delivered in a way that excites and exceeds client objectives.
Provide proactive relationship management, anticipating client needs/requests and seizing every opportunity to deepen relationships
Prepare transaction presentations including structuring elements and key considerations
Effectively communicate information through slide decks and other forms of written communication
Analyze credits, prepare internal memos and build financial models
Prepare deal term sheets and assist in deal documentation
Work on monthly and quarterly updates for Board and internal teams
Lead in proactive targeting and outreach to new opportunities
Requirements
Relevant work experience at one or more of the following types of firms: investment bank (investment banking or leveraged finance/structured finance), credit research.
Bachelors degree in a related field with an excellent academic record
5-8 years of experience in banking, strategy and/or financial planning and analysis at one or more of the followingtypes of firms: investment bank, corporate bank, investment management, credit research, fintech
Understanding or background with capital markets, financial services, credit products and technology
Desire to work in a small financial services startup environment and embrace new challenges and constant learning
Strong project management and follow-through skills, ability to manage multiple projects
Strong writing and presentation skills with high attention to detail
Advanced proficiency in Microsoft Excel and PowerPoint; experience with CRM systems/processes a plus
Strong team player with an entrepreneurial predisposition and excellent interpersonal skills
Self-starter with a strong work ethic and genuine willingness and desire to learn