Financial Associate II
2 weeks ago
Position Overview
This role is a hybrid position, requiring a blend of in-office and remote work.
CFA Institute stands as a pillar of strength and reliability in the financial sector, with a rich history of service and a commitment to fostering financial acumen. We provide a wide range of banking services, ensuring our clients—spanning personal, business, and wealth management—achieve enduring financial success.
Be Part of a Unique Financial Institution
Engaging with the most innovative entities in the market, you will contribute to transformative financial solutions. Our clientele includes pioneering businesses and visionary leaders driving the global economy forward.
Clients choose CFA Institute for our deep expertise and extensive network, alongside our nearly four decades of experience in the financial services industry. We pride ourselves on fostering an inclusive environment that supports diverse teams dedicated to empowering our clients at every stage of their financial journey.
Key Responsibilities
Your primary duties will encompass underwriting and executing new financial transactions, along with managing existing portfolios. The team is tasked with delivering innovative capital solutions to private equity clients focused on technology investments.
Essential Functions
Underwriting
- Financial Modeling: Develop projection models based on internal or sponsor assumptions, incorporating thorough analysis of historical financial data.
- Due Diligence: Assess materials provided by target companies and sponsors, including historical financials and management presentations; analyze third-party reports and generate inquiries to address information gaps.
- Loan Package Preparation: Compile comprehensive loan packages for approval utilizing internal systems.
- Recommendation Generation: Employ analytical skills and independent judgment to formulate recommendations for senior management.
- Internal Deal Approval: Assist in facilitating the internal approval process for transactions.
Portfolio Management
- Ensure accurate and timely reporting from portfolio entities.
- Manage and create credit files for compliance and internal reporting purposes.
- Prepare documentation and presentations for portfolio reviews.
- Conduct research and analysis as directed, maintaining portfolio analytics and credit statistics.
External Engagement
- Participate in discussions with sponsors and management teams at portfolio companies.
Required Skills
- Proficient in research and trend analysis.
- Adept at interpreting complex requests.
- Strong foundation in financial accounting and modeling.
- Highly organized with meticulous attention to detail.
- Exceptional relationship-building skills with clients and internal stakeholders.
- Effective communicator, capable of conveying information clearly and influencing decisions.
- Professional demeanor with strong follow-up capabilities.
- Team-oriented and proactive in client interactions.
- Demonstrates initiative and adaptability to evolving demands.
- Receptive to constructive feedback.
Competencies
- Intuition
- Analytical Proficiency
- Critical Thinking
- Time Management
- Prioritization
- Self-Motivation
- Collaboration
- Accountability
Qualifications
Basic Requirements
- Minimum of 1 year of relevant experience with strong credit analysis and accounting skills.
- Bachelor's degree or equivalent experience.
Preferred Qualifications
- 1+ years in leveraged finance, investment banking, or commercial finance.
- Bachelor's degree or equivalent; formal credit training is advantageous.
This position offers a comprehensive benefits program tailored to support associates in various life stages.
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