Analyst, Investor Solutions

About the role

The Investor Solutions Analyst plays a key role in supporting and evolving NXT Capital’s third-party investment platform. This position combines program management responsibilities with working with direct lending deal teams and as it relates to supporting the allocation of direct lending deals and the offering process of deals being sold to investment programs.

Responsibilities

• Support ongoing program management, analyzing program performance, and facilitating communication with LPs and third-party service providers
• Audit deal level compliance with investor solutions program eligibility guidelines
• Monitor program capacity and support the allocation and sale of direct lending transactions to investor programs
• Manage the offering process of deals being sold to programs and work with direct lending deal teams to prepare memos, assignment agreements and participation certificates to facilitate new asset sales and deal modifications; ensure delivery of proper documentation in a timely manner
• Track program capital needs and deployment activity
• Act as liaison across multiple groups within NXT Capital, including investor solutions, direct lending deal teams, finance, operations, legal and compliance
• Maintain program-specific tracking, ensuring data accuracy and integrity across systems
• Prepare monthly and quarterly reporting requirements for both internal and external constituents, including reporting packages, investor letters, internal program reviews, data tapes and compliance requests
• Assist with investor inquiries and due diligence requests through data gathering, analysis, and ad hoc financial modeling
• Analyze program performance data and support development of insights used in reporting, investor communications and ongoing fund modeling
• Develop and maintain an understanding of NXT’s loan platform and NXT’s investor solutions programs, including investment guidelines and program reporting requirements
• Develop and maintain an understanding of NXT’s loan platform and NXT’s investor solutions programs, including investment guidelines and program reporting requirements
• Maintain and enhance deal templates and analytical tools (e.g., asset allocation tools, cash forecasting models, deal closing models, portfolio construction tools) in collaboration with internal teams and external vendors
• Recommend and assist in implementation of process changes, corrections and/or data improvements
• Contribute to the firmwide (ORIX) asset management initiatives and team up to advance corporate wide data
• Leverage AI tools to improve efficiency and quality in presentation development and data analysis
• Aid in managing relationships with third-party providers and vendors

Qualifications

• Bachelor’s degree required (major in finance, business, accounting or a related field preferred)
• 2–3 years of relevant experience in asset management, portfolio management, financial analysis, accounting, or analytics within a financial services or asset management firm
• Excellent interpersonal skills with the ability to interface effectively with senior management, investors, service providers, and internal constituents
• Advanced proficiency in Microsoft Excel and PowerPoint; experience with data and analytics tools (e.g., Power BI, Microsoft Copilot) preferred
• Proven analytical, problem solving, and logical reasoning skills needed to enhance business decision making and current processes using data and technology
• Strong organizational skills, with ability to handle a wide variety of responsibilities and meet tight deadlines with attention to detail
• Self-motivated, detail-oriented, and able to operate effectively in a team-oriented environment
• Professional attitude, strong work ethic and a self-starter

Skills

• Proficiency in Microsoft Excel and PowerPoint
• Experience with data and analytics tools (e.g., Power BI, Microsoft Copilot) preferred
• Proven analytical, problem solving, and logical reasoning skills
• Strong organizational skills
• Self-motivated, detail-oriented, and able to operate effectively in a team-oriented environment
• Professional attitude, strong work ethic and a self-starter

Benefits

NXT Capital offers a comprehensive benefits package including:

• Annual base salary gross: $90,000 - $110,000 (IL only)
• Competitive vacation policy
• Floating personal holidays
• Extensive leave options
• Annual observed holidays
• Healthcare and financial protection
• Accident and life insurance
• Retail benefits
• Retirement benefits