Senior Associate, Underwriter

About the role

The ideal candidate has a strong understanding of credit underwriting and can demonstrate an ability to balance detail with broader issues, in both written and oral communication. The primary responsibilities include conducting industry research and reviewing diligence on potential investments, preparing transaction memos and underwriting reports, developing financial models, assisting in deal closings, and managing a portfolio of accounts.

What You'll Do

• Manage complex financial modeling.
• Conduct industry research to supplement third-party reports.
• Organize, review, and present transaction due diligence.
• Identify and analyze underwriting strengths and risks.
• Support the underwriting of credit facilities, including: preparation of written documents (internal underwriting memos and term sheets), communication with transaction stakeholders (senior and subordinated lenders, the private equity sponsor, and the target company), and assistance in the legal documentation and closing process.
• Proactive problem solving and active daily management of a portfolio of accounts.
• Mentor and assist junior underwriting professionals.

What You'll Bring

• BA/BS required
• Approximately 3-5 years of relevant work experience
• Robust analytical, problem-solving and organizational skills
• Excellent written and verbal communication skills
• Ability to multi-task and manage time and workload efficiently
• Strong work ethic, intellectual curiosity, and attention to detail
• Demonstrate effective working relationships with teammates
• Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint)
• Knowledge of AI resources (ChatGPT, Copilot)
• Prior cash flow lending experience preferred, but not required

Pay & Benefits

Salary range: $150,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location.
In addition to base salary, employees may also be eligible to participate in an incentive program.

Our Benefits
We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.

Our Commitment to Inclusion

We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported.