Analyst

Tree Line Capital Partners; San Francisco (CA); Hybrid; USD 80,000 - 115,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401k employer contributions

Hybrid work environment

Job summary

A private credit asset management firm is seeking Entry-level Credit Analysts to join their San Francisco team. The ideal candidate will have a Bachelor's degree in Business and strong skills in financial analysis and modeling. This position offers a competitive salary ranging from $80,000 to $115,000, coupled with comprehensive benefits in a hybrid work environment. The role includes responsibilities in account management, analytical support, and interaction with investment professionals, setting a foundation for future career growth.

Qualifications

• Undergraduate degree in Finance, Accounting, Business Administration, or Economics.
• At least one year of experience in investment banking, accounting, or consulting.

Responsibilities

• Provide monitoring and analytical support for portfolio accounts.
• Conduct financial analysis and underwriting for new assets.
• Prepare memos and presentations for investment due diligence.

Skills

Financial modeling

Financial statement analysis

Quantitative skills

Communication skills

Organizational skills

Education

Undergraduate Bachelor's Degree in Business

Tools

Microsoft Office Suite

Job description

Tree Line Capital Partners provided pay range

This range is provided by Tree Line Capital Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $115,000.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from Tree Line Capital Partners

Tree Line Credit Analyst: Job Announcement – January 2025

Tree Line Capital Partners, LLC (“Tree Line” or “TLCP”) is seeking to hire up to two Credit Analysts in its San Francisco office, with a target start date in February 2026.

TLCP’s Credit Analyst Program is an intensive two-year entry-level program focused on leadership and analytical skills. The program work will concentrate primarily on asset management, underwriting and corporate projects. The program combines dedicated account management responsibilities with a variety of team-based projects to equip Credit Analysts with exceptional technical, financial and business skills. The program will offer opportunities to gain exposure to asset management, underwriting and various fund management initiatives. Upon successful completion of the Credit Analyst Program, select top performers will be invited to join TLCP’s Associate Program.

Credit Analysts at TLCP act as the primary day‑to‑day leaders for account management and will be assigned up to 12 portfolio accounts. Primary responsibilities will be to provide monitoring and analytical support, including financial statement analysis, covenant compliance analysis and overall risk and trend analysis. The account management deliverables will be completed on a monthly basis and Credit Analysts will present the status of their accounts to the Investment Committee on a monthly and quarterly basis.

Credit Analysts will also be assigned to new asset underwritings where activities will include financial analysis, model development, underwriting analysis, industry research, and the preparation of memos and presentations utilized during the due diligence phase of an investment. Credit Analysts interact daily with other TLCP investment professionals to support not only the investment side of the business but fundraising and other strategic initiatives. Credit Analysts play a central role in coordinating the activities of all team members.

Basic Qualifications

• Undergraduate Bachelors’ Degree in Business (Finance, Accounting, Business Administration, Economics, etc.).
• At least one year of experience preferred in investment and/or commercial banking, accounting, or consulting. Recently graduated candidates will be considered but will have completed an Undergraduate Bachelors’ Degree in Business as well as relevant internships in finance and investing.

Desired Characteristics

• Superior academic achievement with demonstrated interest or competency in finance including command of financial statement analysis.
• Demonstrated leadership ability and initiative.
• Strong quantitative skills, including financial modeling, financial statement analysis as well as critical thinking and problem solving.
• Natural curiosity regarding investing in general and private markets.
• Excellent organization, communication, and research skills with the ability to succinctly express and present ideas.
• Proficiency in Microsoft Office Suite (Excel, Power Point, and Word)
• Demonstrated ability to develop and maintain positive working relationships with colleagues of all levels as well as an ability to interact with borrowers and private equity sponsors.
• Strong ability to juggle priorities, multi‑task and take ownership of projects is essential.

Compensation, Benefits and Culture

Compensation will be competitive with market, consisting of a base salary of between $80,000 and $115,000 commensurate with experience, as well as an annual discretionary bonus (pro‑rated based on a start date within the calendar year), depending on experience, personal performance and company performance. Benefits include health, dental and vision insurance, 401k employer contributions, hybrid in‑office / remote work environment, and others to be discussed.

The Tree Line team strives to embody our values both inside and outside of work. All employees join our weekly investment committee calls, providing direct access to management and transparent discussion of strategy for the overall business. Our leadership team provides an environment of clear feedback via E360 reviews for all team members and the company as a whole, helping to foster continued career development.

About Tree Line

Tree Line Capital Partners is a private credit asset management firm focused on direct lending to the lower middle market. The firm provides first lien term loans, unitranche term loans and equity co‑investments to lower middle market borrowers with between $5M‑$30M of EBITDA in North America in transaction sizes up to $150M. Tree Line currently manages $4.4B in investable capital, and has completed over 450 transactions for acquisitions, recapitalizations, refinancings, expansion projects and other growth capital needs. Tree Line’s team has extensive direct lending experience spanning multiple economic cycles and has generated significant repeat investment opportunities from the private equity community through reliable execution coupled with a direct relationship approach.

Tree Line is headquartered in San Francisco with offices in New York, Los Angeles and Austin.

Seniority level

Entry level

Employment type

Full‑time

Job function

Analyst