Our client is a specialty finance investment manager, providing capital and support to breakthrough fintech and proptech companies. They provide creative and flexible asset-based facilities used to fund the origination of loans and other collateral. They typically work with companies to provide financings starting at $25mm and scaling significantly thereafter.
The firm is a complement to institutional equity (VC/PE). Whereas equity is typically used to finance the underlying operating business, their credit is used to cost-effectively originate collateralizable assets (real estate, equipment, receivables, loan pools, etc.). Rather than offering a one-size-fits-all structure, they design bespoke solutions specific to the unique needs of our partners.
The Vice President position is located in New York, New York.
About the Role:
The Vice President will work as a core member of the Investment Team and contribute to a broad range of functions, including managing deal execution, sourcing, credit analysis, financial statement/model review, scenario modeling, and portfolio monitoring. They are looking for an individual passionate about fintech with an excellent understanding of specialty finance / asset-backed corporate finance.
Responsibilities:
- Be a meaningful contributor to deal sourcing by identifying and connecting with emerging companies.
- Draft comprehensive investment memos with solid intuition around the relevant topics/risks to address
- Lead commercial due diligence and manage the legal, due diligence and documentation process
- Underwrite investment opportunities utilizing collateral-specific credit analyses (e.g., building collections/charge-off curves, measuring loss coverages, calculating investment returns)
- Review diligence materials with a focus on evaluating and manipulating loan tapes to perform credit analysis
- Exhibit subject matter expertise across financial statement analysis and fixed-income transaction mechanics
- Work fluently with large and diverse datasets
- Monitor portfolio companies to ensure accurate reporting and generate performance reviews
- Develop various pieces of marketing content to build the firm’s brand
Qualifications:
- Bachelor’s degree
- 5–7 years of experience across structured / asset-based finance, private credit investing, or debt capital markets / leveraged finance.
- Strong knowledge of credit underwriting and accounting principles
- A professional network in the fintech and specialty finance ecosystems
- Advanced Excel skills (Alteryx a plus)
Other desired skills:
- Strong written and verbal communication skills
- Highly organized with the ability to multi-task and manage priorities against key deadlines
- Must be able to work independently but contribute in a team-oriented environment
- Acute attention to accuracy and detail
- Creativity and a solution-oriented mindset
- No ego
Preferred Degrees
Bachelor of Science,
Bachelor of Arts,
Bachelor of Business Administration,
Master of Business Administration
Preferred Certifications
N/A
Preferred Work Status
U.S. Citizen,
U.S. Permanent Resident (Green Card Holder)
Willingness to Travel
Yes
Carried Interest
No
Stock Options
No
If you are interested in learning more about this opportunity or applying for the position, please visit job #416 on our careers website.
