Specialty Lending Analyst/Associate - January 2027

LCG Advisors, LLC; Tampa (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

LCG Advisors, LLC in Tampa, FL is seeking an Analyst or Associate for our Specialty Lending Group. You will perform financial and operational due diligence, develop Excel workpapers, and review complex portfolios across consumer finance, commercial specialty finance, healthcare, and tech-focused businesses.

The role involves interaction with lenders and clients, on-site or remote examinations, report writing, and close collaboration with senior staff to identify risks and actionable

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or related field; other disciplines with related finance or data analysis experience are considered.
• ABL knowledge or experience a plus but not required.
• Exposure to consumer finance, commercial specialty finance, healthcare, or venture debt structures preferred but not required.
• Advanced proficiency in Microsoft Excel and Word, or other data extraction programs.
• Strong analytical skills and 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, including on-site or remote examinations, portfolio reviews, and acquisition due diligence for clients.
• 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 data, and assess performance.
• Interact with clients regularly via calls, meetings, and email updates.
• Engage with the subject company and stakeholders to discuss findings and scope of work.
• Prepare comprehensive written reports summarizing findings, trends, and risk factors for clients.

Skills

Analytical skills

Verbal & written communication

Attention to detail

Curiosity

Deadline-driven

Education

Bachelor's degree in Finance

Bachelor's degree in Accounting

Bachelor's degree in Economics

Tools

Excel

Word

Job description

Specialty Lending Analyst / Associate

Location: Tampa, FL

LCG Advisors is seeking an Analyst or Associate to join our Specialty Lending Group. This role is highly visible and involves direct interaction with institutional lenders, private credit funds, and banks engaged in specialty lending. The position focuses on conducting in-depth collateral and operational due diligence on subject companies across a range of industries including consumer finance, commercial specialty finance, healthcare, and technology-focused businesses.

Primary 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 in calls, meetings, and periodic e-mail updates
• Work directly with the subject company, often interacting with stakeholders and decision makers to discuss operational business updates, questions involving the scope of work, and obtaining insight into findings or observations for the client
• Prepare comprehensive written reports summarizing findings, trends, and risk factors for clients

Qualifications & Experience:

• Bachelor’s degree in Accounting, Finance, Economics, or a related field. Candidates with degrees in other disciplines and relevant finance, accounting or data analysis experience will also be considered.
• Prior Asset-Based Lending (ABL) knowledge or experience a plus, but not required
• Prior exposure to consumer finance, commercial specialty finance, healthcare, or venture debt structures preferred, but not required
• Advanced proficiency in Microsoft Office Excel and Word, or other data extraction programs
• Strong analytical skills and a genuine curiosity for financial and operational data
• Naturally inquisitive
• Excellent verbal and written communication skills
• Attention to detail and pattern recognition
• Ability to meet strict deadlines in a client-service environment and manage project overlap

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times
• Flexibility for travel (up to 50%, typically Monday evening – Thursday afternoon when onsite)
  

Currently, LCG Advisors does not intend to hire candidates who will need, now or in the future, LCG sponsorship through any non-immigrant visa category such as the H-1B, H-1B1, E-3, O-1, or TN.

For additional information on LCG’s total rewards, visit our website at https://lcgadvisors.com/careers/.
LCG Advisors is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans