Financing Specialist

About the role

Contribute to financing document drafting and negotiation, including term sheets, commitment letters, credit agreements, and others. Support marketing and origination of structured debt and financial advisory business opportunities. Maintain knowledge of developments in the infrastructure sector, current transactions, and identify potential marketing opportunities. Assist in building and maintaining relationships with key clients and prospective clients. Partial telecommuting permitted; on-site at 245 Park Ave., New York, NY 10167 when not telecommuting.

Responsibilities

• Develop, maintain, and update detailed financial models, including running scenarios and sensitivities.
• Assess lending opportunities and provide transaction support to senior team members, such as assisting with credit applications and reviewing commercial, financial, and due diligence documentation.
• Manage credit submission logistics and coordinate the internal credit process, including Know Your Client (KYC), compliance, and the use of internal financing tools to calculate profitability, capital consumption, loss given default, and counterparty risk.
• Analyze financial structures and review credit-related documentation, including commercial agreements, financial documentation, and due diligence materials.
• Prepare marketing pitches and client-facing financial materials to support origination and business development initiatives.
• Provide support to senior team members in reviewing and negotiating finance documentation, including term sheets, commitment letters, and credit agreements.

Requirements

Master’s degree or U.S. equivalent in Business Administration, Management, International Business, Finance, Accounting, Economics, or a related field, plus 3 years of professional experience as a Financial Analyst, Investment Analyst, or any role performing financial modeling and credit analysis for lending and financial advisory transactions at a global financial institution.

• 3 years of professional experience performing financial calculations (including profitability, capital consumption, counterparty risk, and default loss).
• 3 years of professional experience utilizing Excel to build and run financial models in infrastructure financing, including conducting scenario and sensitivity analyses.
• 3 years of professional experience working through the credit process at a financial institution, performing financial and credit analysis, and coordinating transaction-related deliverables.
• 3 years of professional experience analyzing financial structures and reviewing credit-related documentation, including commercial agreements, financial documentation, and due diligence materials.
• 3 years of professional experience preparing marketing pitches and client-facing financial materials to support origination and business development initiatives.
• 3 years of professional experience providing support to senior team members in reviewing and negotiating finance documentation (including term sheets, commitment letters, and credit agreements).

Pay

Salary: $200,000 - $300,000 per year. The role is eligible for an annual discretionary bonus and includes a competitive benefits package with 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans, and commuters.