Strategic Finance Associate

WhiteCap Search; New York (NY); Sur place; USD 90 000 - 150 000; Plein temps

Résumé du poste

Whitecap Search in New York is seeking a motivated professional to join the Strategic Financing team, focusing on sourcing and optimizing credit facilities including asset-backed and subscription facilities. The role requires high organization, exceptional attention to detail, and ability to meet tight deadlines while working independently and within a team.

The candidate should have a finance-related bachelor's degree and 1–7 years in financial services, with understanding of credit facilities,

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

Attention to detail

Time management

Independent worker

Team collaboration

Formation

Bachelor's degree in Finance

Outils

Excel

Outlook

Description du poste

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.