Capital Call Financing Analyst — Origination & Execution

SGS Société Générale de Surveillance SA; New York (NY); On-site; USD 85,000 - 125,000; Full time

Job summary

SGS Société Générale de Surveillance SA in New York is seeking a Capital Call Financing Analyst to help originate and execute financing facilities, prepare client presentations, and apply underwriting guidelines. You will conduct client due diligence, assist senior team members, and manage databases while coordinating with legal and internal stakeholders.

The role requires strong Excel/PowerPoint skills, excellent communication, and the ability to operate in a fast-paced environment with

Qualifications

• BA or BS degree required; concentration in Economics, Finance, Business, Math, or Computer Science is preferred but not required
• Proficiency in Microsoft Office application, with high technical proficiency in Microsoft Excel and PowerPoint
• Excellent verbal, written and interpersonal communication skills
• High attention to detail
• Ability to work independently and in a fast-paced environment
• Ability to collaborate with team members and work across the firm to ensure product is delivered to client

Responsibilities

• Support the origination and execution of Capital Call financing facilities
• Prepare client presentations and other marketing material
• Utilize internal underwriting guidelines and transaction deal terms to produce internal credit applications
• Conduct client due diligence of existing and prospective transaction opportunities
• Support senior team members in the origination, structuring and execution of Capital Call financing facilities including working with internal and external legal counsel on transaction documentation and coordinating the execution process with internal constituents
• Manage internal databases and work on ad hoc projects
• Work with the Capital Call Portfolio Manager to ensure efficient and timely management of annual credit reviews, monitoring of credit performance of existing transactions, relevant industry trends, etc.

Skills

Excel

PowerPoint

Verbal communication

Written communication

Interpersonal skills

Attention to detail

Independent worker

Team collaboration

MS Office

Education

BA/BS in Economics, Finance, Business, Math, or CS

Job description

SGS Société Générale de Surveillance SA in New York is seeking a Capital Call Financing Analyst to help originate and execute financing facilities, prepare client presentations, and apply underwriting guidelines. You will conduct client due diligence, assist senior team members, and manage databases while coordinating with legal and internal stakeholders.

The role requires strong Excel/PowerPoint skills, excellent communication, and the ability to operate in a fast-paced environment with