Portfolio & Credit Due Diligence Analyst

LCG Advisors, LLC

Nashville (TN)

On-site

USD 65,000 - 95,000

Full time

14 days+

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Job summary

LCG Advisors is seeking a Specialty Lending Analyst/Associate to join our Nashville team. The role involves in-depth collateral and operational due diligence across consumer finance, commercial specialty finance, healthcare, and tech-focused businesses.

You will develop Excel-based workpapers, assess portfolio risks, and prepare detailed written reports for clients. Excellent analytical and communication skills are essential, with ability to meet tight deadlines and travel as needed.

Qualifications

Bachelor’s degree in accounting, finance, economics, or related field.
Strong analytical skills and genuine curiosity for financial and operational data.
Excellent verbal and written communication skills.
Attention to detail and pattern recognition.
Ability to meet strict deadlines in a client-service environment.

Responsibilities

Conduct financial and operational due diligence services, including on-site or remote examinations, portfolio reviews, and acquisition due diligence on behalf of our clients.
Utilize or develop Excel-based workpapers to complete scoped procedures for each project.
Evaluate complex portfolios and credit structures within client-defined scope of work.
Collaborate with senior team members to identify portfolio risks, reconcile financial data, and assess operational performance.
Interact with clients regularly in a professional manner, including calls, meetings, and periodic e‑mail updates.
Work directly with the subject company, often interacting with stakeholders and decision makers to discuss updates and findings.
Prepare comprehensive written reports summarizing findings, trends, and risk factors for clients.