Strategic Credit Facilities Analyst

WhiteCap Search; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Whitecap Search is seeking a motivated finance professional to join a Strategic Financing team in New York. The role focuses on sourcing and optimizing credit facilities, including asset-backed and subscription facilities, with a fast-paced, detail-oriented environment.

Your background should include a finance-related bachelor’s degree, 1–7 years in financial services, and proficiency with Excel and Outlook.

Qualifications

• Bachelor's degree in Finance or related field required.
• 1–7 years of experience in financial services.
• Understanding of credit facilities and/or CLOs.
• Understanding of bank loans.
• Proficient in Excel and Outlook.

Responsibilities

• Ensure adherence to credit facility terms, including ongoing Borrowing Base compliance.
• Collaborate with Legal and Business Development teams on new fund pipelines and investor inquiries.
• Identify and source term sheets for new opportunities.
• Amend agreements or refinance as necessary to align with current market terms.
• Oversee various existing asset warehousing arrangements.
• Work with operational teams on the mechanics of facility closings and daily monitoring.
• Review and compare leverage across funds to ensure leverage targets are met.

Skills

Attention to detail

Team collaboration

Financial acumen

Education

Bachelor's degree in Finance or related field

Tools

Excel

Outlook

Job description

Whitecap Search is seeking a motivated finance professional to join a Strategic Financing team in New York. The role focuses on sourcing and optimizing credit facilities, including asset-backed and subscription facilities, with a fast-paced, detail-oriented environment.

Your background should include a finance-related bachelor’s degree, 1–7 years in financial services, and proficiency with Excel and Outlook.