Associate – Investments

Minimum 5 years of relevant professional experience at an investment bank, hedge fund, asset manager, private credit investor, or similar financial institution preferred.
Strong quantitative, financial modeling, analytical, and problem-solving skills.
Strong verbal and written communication skills with an ability to articulate complex concepts clearly and concisely to internal and external stakeholders.
Is self-motivated and proactive;
Is able to consistently produce a high volume of work output without sacrificing quality;
Critical thinking, natural curiosity and creative problem solving skills;
Has a flexible and resilient personality;
Holds a bachelor’s degree (minimum);
High level of proficiency in Excel required.

Support all aspects of the transaction lifecycle, from identifying new investment opportunities through executing definitive documentation.
Develop and maintain relationships with institutional clients, including origination platforms, investment banks, hedge funds, REITs, etc.
Utilizing excel and SQL to analyze data sets, model cash flows, and perform a wide variety of ad hoc technical analysis.
Coordinate the efforts of internal business units (e.g., credit, legal, operations) and external parties (e.g., attorneys, valuation providers, servicers) to drive transactions to a close.
Engage in asset and transaction underwriting and due diligence, including related to pricing and valuation, legal structuring, regulatory, servicing, capital, accounting, and treasury.
Review and negotiate term sheets, credit agreements, purchase and sale agreements, servicing agreements, and any other legal documentation a transaction may require.
Create detailed investment memoranda in support of investment theses for executive team review and transaction approval.
Monitor investment performance and provide post-close deal support, including related to periodic re-underwrites, audits, and/or deal amendments.