Role Overview :"The Analyst sits in on client and lender conversations directly, rather than only receiving the resulting financials to model." Key Responsibilities - Lead the financial workstream on assigned transactions, collecting, validating, and analyzing client financials, cash flows, and repayment capacity to support deal structuring. - Support structuring across a range of debt products — venture debt, working capital, structured credit, and acquisition financing — each carrying distinct diligence and covenant considerations. - Prepare credit assessment materials — cash flow coverage analysis, debt sizing inputs, and comparable-transaction benchmarking — under the Capital Consultant's direction. - Draft deal one-pagers, engagement letters, and lender-facing documentation. - Join client diligence and lender negotiation calls with the Capital Consultant, and track structuring decisions and follow-up items for the team to act on. - Conduct market, sector, and comparable-transaction research to inform deal positioning and terms. - Track each deal through its stages — qualification, structuring, lender matching, and disbursal — keeping CRM records accurate and coordinating with lenders on documents and scheduling. - Support invoicing and collections coordination with the Ops team, and monitor post-disbursal portfolio performance to flag early indicators of credit stress. Required ▪ CA/CFA L3 Cleared with 0–2 years of experience in financial services, fintech, lending, or venture capital ▪ Strong working knowledge of financial statements — P&L, balance sheet, and cash flow ▪ Bachelor's degree in Finance, Business, Economics, or a related field ▪ Advanced Excel skills, with comfort building financial models under time pressure Preferred ▪ Prior exposure to credit underwriting or debt structuring ▪ Familiarity with CRM platforms (e.g., HubSpot)