About the role
Key Responsibilities
- Lead the financial workstream on assigned transactions, collecting, validating, and analyzing client financials, cash flows, and repayment capacity to support deal structuring.- Support structuring across a range of debt products — venture debt, working capital, structured credit, and acquisition financing — each carrying distinct diligence and covenant considerations.- Prepare credit assessment materials — cash flow coverage analysis, debt sizing inputs, and comparable-transaction benchmarking — under the Capital Consultant's direction.- Draft deal one-pagers, engagement letters, and lender-facing documentation.- Join client diligence and lender negotiation calls with the Capital Consultant, and track structuring decisions and follow-up items for the team to act on.- Conduct market, sector, and comparable-transaction research to inform deal positioning and terms.- Track each deal through its stages — qualification, structuring, lender matching, and disbursal — keeping CRM records accurate and coordinating with lenders on documents and scheduling.- Support invoicing and collections coordination with the Ops team, and monitor post-disbursal portfolio performance to flag early indicators of credit stress.
Required
▪ CA/CFA L3 Cleared with 0–2 years of experience in financial services, fintech, lending, or venture capital▪ Strong working knowledge of financial statements — P&L, balance sheet, and cash flow▪ Bachelor's degree in Finance, Business, Economics, or a related field▪ Advanced Excel skills, with comfort building financial models under time pressure
Preferred
▪ Prior exposure to credit underwriting or debt structuring▪ Familiarity with CRM platforms (e.g., HubSpot)