Analyst, New York

Solon Corporate; New York, Northern (NY, KY); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Solon Corporate in New York is seeking an experienced debt advisory analyst to support debt raises and refinancings for corporate borrowers. You will translate financial data into clear analyses and build models working directly with the Managing Directors.

You will analyze historical accounts, build forecasts and debt schedules, prepare memoranda and lender presentations, and research financing structures to compare terms.

Qualifications

• Strong understanding of financial statements and how profit, cash flow and balance sheet connect.
• Ability to build transparent models in Excel.
• Clear written communication explaining numbers for financing decisions.
• Experience or study in corporate finance, accounting, economics or related analytic field.
• Attention to detail and reliability in raising uncertainties early.

Responsibilities

• Analyse historical accounts and management information, reconcile inconsistencies and identify the drivers of earnings, cash flow and working capital.
• Build operating forecasts, debt schedules and financing scenarios, including downside cases and covenant headroom.
• Prepare information memoranda, lender presentations and supporting analysis that explain the credit case accurately.
• Research relevant lenders and financing structures, and compare proposed terms on a consistent basis.
• Organise data-room materials, maintain diligence trackers and help answer lender questions through documentation and completion.

Skills

Financial analysis

Excel modelling

Written communication

Corporate finance

Attention to detail

Education

Degree in finance

Accounting

Economics

Tools

Excel

Job description

Based in New York, you will work with colleagues across locations. Help prepare and execute debt raises and refinancings for corporate borrowers. You will turn financial information into clear analysis, build models and prepare the materials lenders need to understand a credit, working directly with the Managing Directors.

What you will do

• Analyse historical accounts and management information, reconcile inconsistencies and identify the drivers of earnings, cash flow and working capital.
• Build operating forecasts, debt schedules and financing scenarios, including downside cases and covenant headroom.
• Prepare information memoranda, lender presentations and supporting analysis that explain the credit case accurately.
• Research relevant lenders and financing structures, and compare proposed terms on a consistent basis.
• Organise data-room materials, maintain diligence trackers and help answer lender questions through documentation and completion.

What we are looking for

• A solid understanding of financial statements and how profit, cash flow and the balance sheet connect.
• Confidence using Excel to build transparent models that another person can follow and review.
• Careful written communication and the ability to explain what the numbers mean for a financing decision.
• Experience or study in corporate finance, accounting, economics or a related analytical field; relevant transaction work is helpful.
• Attention to detail, reliable follow-through and the judgement to raise uncertainties early rather than hide them.

What we offer

• Direct involvement in borrower-side advisory work, from preparation and analysis through the financing process.
• Access to the Managing Directors’ perspective on credit, structuring and lender negotiations.
• Scope to develop modelling and transaction skills while helping improve the firm’s analytical tools and materials.