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Private Credit Investor Underwriter | Recurring Revenue
1 month ago
Top Tier Financial Services firm looking for a Private Credit Investor Underwriter to join their growing team. This is an excellent opportunity to play a key role in evaluating, structuring, and managing debt investments in the rapidly growing Software and Healthcare IT sectors. This is an exceptional opportunity to leverage your expertise in recurring revenue and software underwriting and contribute to the success of a dynamic and collaborative team. You will work closely with management teams, private equity sponsors, venture capital groups, advisory firms, fellow team members, and FIRM's executive team. While this is first and foremost an underwriting role and experience originating deals is not required, there is an incredible opportunity to grow at the firm and an interest and ability to originate deals in the future will be viewed positively.
QUALIFICATIONS
- Undergraduate degree and/or MBA in Finance, Accounting, Economics, or a related field from a top-ranked university
- 4-8+ years of relevant experience in lending, private credit, private equity investment banking, or a similar role with a focus on Software and/or Healthcare IT investments
- Recurring Revenue Underwriting Expertise: Demonstrated proficiency in the following:
- Revenue and customer retention analysis (required)
- Sales efficiency analysis (LTV/CAC) (required)
- Total addressable market (TAM) analysis
- Enterprise valuation methodologies (Sum of the Parts, DCF, Public and Private comparables analysis)
- Advanced MS Excel and financial modeling capabilities (required)
- Advanced MS Office capabilities (required)
- Experience with business intelligence tools (Power BI, Tableau, etc.) is a plus
- Communication & Interpersonal Skills: Excellent written and verbal communication, strong presentation skills, and the ability to build rapport with internal and external stakeholders
- Self-starter with the ability to work independently and proactively
- Strong analytical and problem-solving skills
- Passion for Software, Healthcare IT, and Venture investing
This role will sit HYBRID out of the San Diego, CA or San Mateo, CA office.
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San Diego, United States Mosaic Partners Full timeTop Tier Financial Services firm looking for a Private Credit Investor Underwriter to join their growing team. This is an excellent opportunity to play a key role in evaluating, structuring, and managing debt investments in the rapidly growing Software and Healthcare IT sectors. This is an exceptional opportunity to leverage your expertise in recurring...
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San Diego, United States mosaicpartners Full timeTop Tier Financial Services firm looking for a Private Credit Investor Underwriter to join their growing team. This is an excellent opportunity to play a key role in evaluating, structuring, and managing debt investments in the rapidly growing Software and Healthcare IT sectors. This is an exceptional opportunity to leverage your expertise in recurring...
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