Healthcare Rotational Analyst
Dwight Securities Management LLC · Miami, FL · 1 mo ago
On-siteHealthcareFull-time
Role & Responsibilities
- Works closely with the Healthcare Managing Director(s) and Originators to screen new deals and size loan requests across Bridge, HUD, and A/R Financing products
- Presents deal summaries at Greenlight / Investment Committee
- Tracks the healthcare pipeline and supports data analytics in iLevel across the deal lifecycle
- Buils foundational knowledge of Dwight’s sizing model, deal structuring, and healthcare credit culture
- Works closely with the Healthcare MD and Healthcare Credit Officer, managing a portfolio of up to 15 investments across Bridge, HUD, and A/R Financing
- Owns modifications, covenant tracking, monthly financial spreads and analysis, and borrower / counsel / investor coordination for the assigned book
- Prepares recurring and ad hoc portfolio reporting
- Communicates portfolio performance and post-closing item tracking clearly and consistently to senior management
- Moves from supporting to independently completing a range of modifications — maturity extensions, covenant waivers and resets, and HUD collateral bifurcation / release
- Supports the Senior Underwriter on new originations — managing third-party reports, guarantor financial review, clinical and capex analysis, cash flow charts, and credit committee submissions
- Independently manages an asset management book of up to 10 loans, including material modifications, structuring, legal review, and memo preparation
- Prepares loan transition memos and diligence checklists bridging underwriting to asset management
- Demonstrates readiness to graduate from the Rotational Analyst Program into either the Asset Management or Underwriting track
Required Experience & Skill Sets
- Professional Experience: 0 to 3 years of experience; open to recent graduates
- Sector Focus: Prior experience in healthcare real estate, AR Financing, or cash flow lending; or prior experience at nationally recognized accounting firm in either audit or consulting
- Technical Skills: Strong Excel skills; strong understanding of financial statement analysis
- Analytical Precision: High attention to detail with financial data, loan covenants, and borrowing base mechanics
- Communication: Ability to present clearly to senior management and at Investment Committee as well as over email with originators and clients
- Autonomous Execution: Comfort navigating ambiguity and managing multiple workstreams in a fast-paced, high-volume environment
- Growth Mindset: Willingness to rotate across sizing, asset management, and underwriting functions and to be evaluated on demonstrated competence rather than tenure