01Key Responsibilities
1. Investment Origination & Screening:
- Support in sourcing new opportunities across private credit and structured equity deals, including through direct outreach, advisor networks, and sponsor relationships
- Evaluate potential investments by conducting industry mapping, competitor benchmarking, and screening business models across various sectors
2. Investment Analysis & Due Diligence:
- Build detailed financial models for debt and equity instruments, including sensitivity analysis, scenario planning, and covenant modeling
- Analyze capital structures, liquidity profiles, and solvency risk using in-depth credit metrics (e.g., leverage ratios, coverage metrics, downside case recovery)
- Support in structuring bespoke investment instruments, including senior secured debt, mezzanine, convertibles, warrants etc.
- Prepare and coordinate comprehensive investment committee (IC) memos with quantitative and qualitative diligence, including key risk factors and mitigants
3. Transaction Execution:
- Assist in managing third-party advisors (legal, tax, technical, commercial diligence) and drive work-streams related to closing
- Collaborate with internal legal and compliance teams to draft and review investment documentation including term sheets, facility agreements, shareholder agreements, and security documentation
- Participate in negotiations alongside senior team members with borrowers, sponsors, and advisors
4. Portfolio Monitoring:
- Monitor portfolio company performance through regular MIS review, management meetings, and covenant compliance checks
- Prepare quarterly portfolio reviews with key financial KPIs, risk flags, and early warning indicators
- Assist in executing portfolio optimization strategies including refinancing, follow-on funding, or restructurings as required
Key Qualifications:
- Bachelor's or Masters degree in Finance, Economics, Engineering, or related field; CFA/CA/MBA preferred (for Associate level).
- Experience in private credit, private equity, investment banking or a related field.
- Strong understanding of credit underwriting, covenant analysis, and risk-return trade-offs.
- Demonstrated proficiency in financial modeling (3-statement models, cash flow waterfalls, covenant modeling)
- Excellent written and verbal communication skills with ability to synthesize complex topics for internal committees. .
