Job Overview
JOB DETAILS
What We’re Looking For:
- Involved in and eventually leading portfolio level analytics and reporting, including pipelines, portfolio tracking, board material development, and special projects with Group leads.
- Focused on learning about various forms of debt and their applicability to businesses based on each company’s unique attributes.
- Able to contribute within deal processes – from the collection and review of diligence materials to the underwriting and internal presentation of credit packages to legal documentation.
- Involved in the monitoring of a portfolio of borrowers to ensure compliance with loan covenants and report status up to the leadership team.
- Attend industry events, networking functions, and conferences to represent the firm and build professional networks.
What You’ll Bring:
- Knowledge of economic and accounting principles and practices, the financial markets, venture banking and the analysis and reporting of financial data.
- Interest in technology trends, key metrics, and capital markets impacting the innovation ecosystem.
- Use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Excellent communication and interpersonal skills; able to build strong relationships with clients and internal teams.
- Proactive, detail-oriented, and able to thrive in a fast-paced environment with multiple priorities.
- Microsoft Office with emphasis on Excel software proficiency.
Education & Experience:
- Minimum Required: Bachelor’s Degree in finance, business, accounting, economics or related field required.
- Minimum Required: 2+ years of venture banking, commercial banking, investment banking, or private capital investing experience required.
Systems & Technology:
- Proficient in Microsoft Word, Excel, PowerPoint, Outlook
Compensation Range: Salary: USD $100,000.00/Yr. – USD $125,000.00/Yr.
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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