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Financial Associate II

2 months ago

Santa Monica, California, United States CFA Institute Full time

Position Overview

This role operates in a hybrid capacity, requiring regular engagement both within a corporate office and remotely.

CFA Institute is committed to delivering the strength and reliability of a well-established financial entity while providing a personalized experience akin to that of a dynamic financial partner. With a rich history of service, CFA Institute supports a diverse clientele in enhancing their financial resilience. Our organization is dedicated to fostering innovation and success in the financial sector.

About CFA Institute

Working alongside some of the most pioneering firms, you will contribute to impactful financial solutions. Our clients are the innovators and leaders who drive the global economy, seeking our expertise and extensive network to support their ventures.

Key Responsibilities

Your primary duties will encompass underwriting and executing new financial transactions while managing existing portfolios. The team specializes in providing tailored capital solutions to private equity clients within the financial services sector.

Core Functions

Underwriting

  • Financial Modeling: Develop projection models based on various assumptions, incorporating detailed analysis of historical financial data.
  • Due Diligence: Assess provided materials, including historical financials and management presentations, while generating comprehensive diligence request lists to address any information gaps.
  • Loan Package Preparation: Compile loan documentation for approval processes utilizing internal systems.
  • Recommendation Generation: Employ analytical skills and independent judgment to provide insights to senior management.
  • Internal Deal Approval: Collaborate with senior management to facilitate the internal approval process.

Portfolio Management

  • Ensure accurate and timely reporting from portfolio entities.
  • Manage and create credit files for compliance and internal reporting.
  • Prepare documentation for portfolio reviews and internal assessments.
  • Conduct research and analysis to maintain updated portfolio analytics.

External Engagement

  • Participate in discussions with sponsors and management teams of portfolio companies.

Required Skills

  • Proficient in research and trend analysis.
  • Strong understanding of financial accounting principles with experience in financial modeling.
  • Exceptional organizational skills and attention to detail.
  • Adept at building positive relationships with clients and internal stakeholders.
  • Excellent communication abilities, capable of conveying complex information clearly.
  • Professional demeanor with strong follow-up capabilities.
  • Collaborative mindset with a proactive approach to client interactions.
  • Commitment to continuous learning and adaptability to evolving demands.

Competencies

  • Analytical Thinking
  • Numerical Fluency
  • Critical Analysis
  • Time Management
  • Prioritization Skills
  • Self-Motivation
  • Team Collaboration
  • Accountability

Qualifications

Basic Requirements

  • Minimum of 1 year of relevant experience in credit analysis or accounting.
  • Bachelor's degree or equivalent experience.

Preferred Qualifications

  • 1+ years of experience in leveraged finance, investment banking, or commercial finance.
  • Formal credit training program completion is preferred.

This position offers a comprehensive benefits program tailored to support associates in various life stages.