Analyst-CapC

Role Overview : "The Analyst sits in on client and lender conversations directly, rather than only receiving the resulting financials to model." Key Responsibilities

• Lead the financial workstream on assigned transactions, collecting, validating, and analyzing client financials, cash flows, and repayment capacity to support deal structuring.
• Support structuring across a range of debt products — venture debt, working capital, structured credit, and acquisition financing — each carrying distinct diligence and covenant considerations.
• Prepare credit assessment materials — cash flow coverage analysis, debt sizing inputs, and comparable-transaction benchmarking — under the Capital Consultant's direction.
• Draft deal one-pagers, engagement letters, and lender-facing documentation.
• Join client diligence and lender negotiation calls with the Capital Consultant, and track structuring decisions and follow-up items for the team to act on.
• Conduct market, sector, and comparable-transaction research to inform deal positioning and terms.
• Track each deal through its stages — qualification, structuring, lender matching, and disbursal — keeping CRM records accurate and coordinating with lenders on documents and scheduling.
• Support invoicing and collections coordination with the Ops team, and monitor post-disbursal portfolio performance to flag early indicators of credit stress. Required
• 1–3 years of experience in financial services, fintech, lending, or venture capital
• Strong working knowledge of financial statements — P&L, balance sheet, and cash flow
• Bachelor's degree in Finance, Business, Economics, or a related field
• Advanced Excel skills, with comfort building financial models under time pressure Preferred
• CA, CFA, or progress toward either
• Prior exposure to credit underwriting or debt structuring
• Familiarity with CRM platforms (e.g., Hub. Spot)