Financial Analyst

Locust Point Capital, Inc.; Miami (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

A financial services firm in Miami is seeking a dedicated Analyst to join their underwriting team. You will focus on underwriting, financial modeling, and legal documentation while communicating with clients and conducting due diligence. The ideal candidate possesses a bachelor’s degree in finance, 1-3 years of relevant experience, and excellent communication skills. This entry-level full-time position offers opportunities for growth and responsibility within a collaborative team environment.

Qualifications

• 1-3 years of experience in underwriting and closing real-estate transactions, preferably in healthcare.

Responsibilities

• Support the investment closing and underwriting process.
• Build financial models and create investment memoranda.
• Conduct regulatory and market research.

Skills

Financial modeling

Client communication

Legal documentation

Attention to detail

Team collaboration

Education

Bachelor’s degree in finance or related field

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Locust Point Capital (“LPC”) sources capital and provides debt and preferred equity financing to the lower middle market seniors housing and care industry. LPC’s approach to financing combines flexible capital, an experienced team, and a partnership‑oriented approach.

The candidate will be an important member of the firm’s underwriting team with a focus on underwriting, financial modeling, legal documentation, client communication, and due diligence.

The Analyst will support the investment closing and underwriting process, including building financial models, creating investment memoranda, conducting regulatory and market research, and reviewing investment due diligence materials.

The ideal candidate will be a high‑integrity, self‑driven, resourceful individual with excellent written and verbal communication skills.

Required Skills

• Bachelor’s degree in finance or a related field
• 1‑3 years of experience in underwriting and closing real‑estate transactions, preferably in the healthcare space
• High proficiency of Microsoft Excel, Word, and PowerPoint
• Self‑starter with the ability to work in a small team environment, excellent attention to detail, and highly motivated to take on increasing levels of responsibility

About Locust Point Capital

Locust Point Capital is a credit‑focused alternative asset manager specializing in providing tailored debt and structured equity capital solutions to the seniors housing and care sector. We manage a series of closed‑ and open‑ended investment vehicles on behalf of leading institutional investors.

As a trusted lower middle market lender, LPC combines rigorous credit discipline with a relationship‑driven approach, partnering with operators, developers, private equity sponsors, and other institutional investors across the U.S. Our investment philosophy centers on transparency, flexibility, and reliability – principles that define our long‑term partnerships and our commitment to excellence.

LPC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC), with offices in Miami, FL, and Red Bank, NJ.

Seniority Level

• Entry level

Employment Type

• Full‑time

Job Function

• Finance and Sales

Locust Point Capital is committed to providing equal employment opportunities to all employees and applicants. We comply with all applicable federal and state laws (including Title VII, the Americans with Disabilities Act, the Age Discrimination in Employment Act, and the Florida Civil Rights Act).