Investment Associate

JSS; San Francisco (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

JSS, based in San Francisco, seeks an Investment Associate to join the Investment Team, focusing on credit analysis, financial statement review, and modelling for asset-backed opportunities.

You will underwrite deals, review loan tapes, prepare memos, and support sourcing and deal execution while monitoring portfolio performance.

Qualifications

• 3–5 years of experience across private credit investing, investment banking, debt capital markets / leveraged finance, structured / asset-based finance, restructuring.
• Strong knowledge of credit underwriting and accounting principles.
• Advanced Excel skills (Alteryx a plus)

Responsibilities

• Underwrite investment opportunities utilizing collateral-specific credit analyses (e.g., building collections/charge-off curves, measuring loss coverages, calculating investment returns)
• Review diligence materials focusing on evaluating and manipulating loan tapes to perform credit analysis
• Exhibit subject matter expertise across financial statement analysis and fixed-income
• Work fluently with large and diverse datasets
• Prepare investment memos with strong attention to detail
• Participate in and support various aspects of the deal execution process
• Monitor portfolio companies to ensure accurate reporting and generate performance reviews
• Aid in deal sourcing by identifying emerging companies and organizing initial meetings
• Develop various pieces of marketing content to build the firm's brand

Skills

Credit underwriting

Financial statement analysis

Data analysis

Deal execution

Advanced Excel

Tools

Excel

Alteryx

Job description

The new Investment Associate will work as a core member of the Investment Team and contribute to a broad range of functions, including credit analysis, financial statement/model review, scenario

modelling, deal execution, portfolio monitoring, and certain sourcing activities. My client is looking for an individual passionate about fintech with a strong understanding of asset-backed corporate finance fundamentals.

Responsibilities:

• Underwrite investment opportunities utilizing collateral-specific credit analyses (e.g., building collections/charge-off curves, measuring loss coverages, calculating investment returns)
• Review diligence materials with a focus on evaluating and manipulating loan tapes to perform credit analysis
• Exhibit subject matter expertise across financial statement analysis and fixed-income
• Work fluently with large and diverse datasets
• Prepare investment memos with strong attention to detail
• Participate in and support various aspects of the deal execution process
• Monitor portfolio companies to ensure accurate reporting and generate performance reviews
• Aid in deal sourcing by identifying emerging companies and organizing initial meetings
• Develop various pieces of marketing content to build the firm's brand

Qualifications:

• 3–5 years of experience across private credit investing, investment banking, debt capital markets / leveraged finance, structured / asset-based finance, restructuring
• Strong knowledge of credit underwriting and accounting principles
• Advanced Excel skills (Alteryx a plus)