Financial Planning and Analysis

• Perform quantitative and qualitative analysis used to support the underwriting of Setpoint’s potential investment opportunities.
• Prepare internal memoranda and other materials used to support investment recommendations and to communicate with internal and external stakeholders.
• Start and develop relationships with new and existing borrowers.
• Assess the performance of existing investments, including both the collateral as well as the operating company.
• Evaluate market conditions in existing and potential new investments; provide information and analysis to develop and support asset allocation decisions related to these categories.
• Provide support in executing new investments as well as ad-hoc projects as they arise.

Investment Analyst

Financial Talent Sourcing Specialist

IT Finance Manager

Senior Analyst, Financial Planning & Analysis

Senior Financial Analyst, FP&A – Strategic Operations

FP&A Manager