Strategic Finance Associate

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 individual to join a Strategic Financing team in New York. This team is responsible for sourcing and optimizing credit facilities within the platform. These include asset-backed facilities secured by fund investments, subscription facilities backed by capital commitments, and other customized financing solutions. The ideal candidate should be highly organized with excellent attention to detail and demonstrate the ability to meet tight deadlines while working both independently and collaboratively within a team. A passion for thriving in a dynamic, fast-paced environment is essential. Reasonable accommodations may be provided to assist individuals with disabilities in performing essential functions. Responsibilities, duties, and activities could be modified at any time, with or without prior notice.

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.

Requirements

• Graduate with a bachelor's degree in Finance or related field.
• 1-7 years of experience in the financial services industry.
• Understanding of credit facilities and/or CLOs.
• Understanding of bank loans.
• Proficient in Excel and Outlook.

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.