Financial Analyst- Debt Syndication

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

▪ CA/CFA L3 Cleared with 1–2 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

▪ Prior exposure to credit underwriting or debt structuring

▪ Familiarity with CRM platforms (e.g., HubSpot)