To Apply for this Job Click Here
JOB TITLE: Associate, Underwriting and Portfolio Management
REPORTS TO: Director or Managing Director, Underwriting and Portfolio Management
DIVISION: Corporate Finance
DEPARTMENT: Corporate Finance
FLSA STATUS: Exempt
JOB SUMMARY: The Associate, Corporate Finance is responsible for reviewing new transactions (“Underwriting”)
and ongoing monitoring and ownership of the existing portfolio (“Portfolio Management”). This role helps oversees a
portfolio of loans that they have helped underwrite, providing an opportunity to learn from the full cycle of an
investment.
DUTIES AND RESPONSIBILITIES:
? Participate in meetings with private equity sponsors and borrowers to develop an understanding of a company
? Review the following:
? Materials including confidential investment memorandums, management/lender presentations and other
documents
? Third-party diligence reports including quality of earnings, industry/market studies, operational
diligence, environmental diligence, and others
? Financial statements, sponsor models and all other relevant financial information to understand business
trends including segment performance, customer growth, etc.
? Participate in the process for amendments, waivers and restructurings of borrowers within the assigned portfolio.
? Identify attributes of a company which support the investment thesis as well as factors which pose a risk to the
business. Identify and describe mitigating factors present in the business, structure of the credit, etc. which offset
the risks identified
? Perform industry research to understand macro trends that impact a company and the competitive environment
that it operates in
? Create and write detailed investment memorandums which outline the opportunity
? Assist in reviewing legal documents to ensure the Bank’s understanding of key business terms. Work with
external legal counsel to document final investment terms
? Actively monitor the assigned portfolio on an ongoing basis. Participate in real-time credit discussions as well
as scheduled quarterly reviews throughout the life of the loan
? Ensure timely receipt of deliverables and manage the credit file for the assigned portfolio
? Support the activities of partner organizations of Bank
? Perform other duties as assigned
QUALIFICATIONS:
? Bachelor’s degree with a minimum of 2 years of experience in a public accounting, financial consulting,
valuation, leveraged finance, investment banking, or another area of finance or accounting preferred
? Strong quantitative and qualitative analytical skills
? Experienced knowledge of finance and accounting, including financial statement analysis
? Experienced understanding of debt finance products and services, risk management and credit quality across
different industry sectors preferred
? Ability to efficiently manage projects with some supervision
? Ability to work under pressure on multiple projects in parallel while still meeting deadlines
? An ability to synthesize information from various sources and comprehend multiple, distinct points of views on
any given topic
? Strong oral and written communications skills with the ability to express ideas in a persuasive, organized, and
articulate manner
? Strong interpersonal skills with ability to maintain relationships
? High proficiency with Microsoft Office products, including Excel, Word, and Outlook
? Strong Excel-based modeling skills preferred
? Familiarity with CapitalIQ, Pitchbook, Bloomberg, and other market data sources preferred
CORE COMPETENCIES: Demonstrates values-based competencies in line with the core values that are the
foundation of all activities performed by employees in order to achieve the Mission of the Company.
I
To Apply for this Job Click Here
Equal Employment Opportunity Statement
Gravity IT Resources is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, veteran status, or any other legally protected characteristic. All employment decisions are based on qualifications, merit, and business needs.