Specialty Lending Analyst/Associate
LCG Advisors
full-time
Posted on:
Location Type: Hybrid
Location: Nashville • Tennessee • United States
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About the role
- Conduct financial and operational due diligence services, including on-site or remote examinations, portfolio reviews, and acquisition due diligence on behalf of our clients
- Utilize or develop Excel-based workpapers to complete scoped procedures for each project
- Evaluate complex portfolios and credit structures within client-defined scope of work
- Collaborate with senior team members to identify portfolio risks, reconcile financial data, and assess operational performance
- Interact with clients regularly in a professional manner, including in calls, meetings, and periodic e-mail updates
- Work directly with the subject company, often interacting with stakeholders and decision makers to discuss operational business updates, questions involving the scope of work, and obtaining insight into findings or observations for the client
- Prepare comprehensive written reports summarizing findings, trends, and risk factors for clients
Requirements
- Bachelor’s degree in Accounting, Finance, Economics, or a related field
- Candidates with degrees in other disciplines and relevant finance, accounting or data analysis experience will also be considered
- Prior Asset-Based Lending (ABL) knowledge or experience a plus, but not required
- Prior exposure to consumer finance, commercial specialty finance, healthcare, or venture debt structures preferred, but not required
- Advanced proficiency in Microsoft Office Excel and Word, or other data extraction programs
- Strong analytical skills and a genuine curiosity for financial and operational data
- Naturally inquisitive
- Excellent verbal and written communication skills
- Attention to detail and pattern recognition
- Ability to meet strict deadlines in a client-service environment and manage project overlap
Benefits
- Flexible for travel (up to 50%, typically Monday evening – Thursday afternoon when onsite)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial due diligenceoperational due diligenceportfolio reviewsacquisition due diligencedata analysisanalytical skillspattern recognitionExcel-based workpaperscredit structuresreport writing
Soft skills
communication skillsattention to detailcuriosityinquisitiveclient servicedeadline managementcollaborationprofessionalismstakeholder interactionproject management