Position Description:

Portfolio Company Relationship Management

• Collaborate with Underwriting Managing Directors in managing portfolio company relationships and being responsive to portfolio company requests
• Actively participate in meetings and calls with company management, as well as board meetings (including in-person travel where relevant) to drive performance insights
• Proactively generate value-add ideas such as customer / acquisition introductions, security repricing and capital structure optimization based on credit performance, KPI trendlines, capital markets and macroeconomic factors

Portfolio Financing and Amendment Support

• Apply operating and financial skills to successfully effectuate improvement or drive turnaround strategies at stressed portfolio companies
• Lead drafting and presentation of internal amendment and financing memoranda for relevant approvals from Chief Credit Officer and Investment Committee
• Manage credit agreement amendment processes, (including equity and purchase legal documentation where relevant) and portfolio company / sponsor negotiations
• Building and maintaining dynamic, 3-statement LBO Excel models featuring detailed revenue and cost drivers and case-sensitivity toggles

Internal Reporting

• Maintain historical portfolio company financial, capital structure and qualitative attributes in firm data management platforms (S&P Global iLEVEL and WSO)
• Oversee the preparation of quarterly credit reviews and semi-annual private equity operating reviews and analysis of portfolio company financial statements
• Provide data and insight for internal valuation process for securities in monitored investments, collaborating closely with the valuation team
• Contribute to the development of a best-in-class portfolio management platform, fully integrating key systems and empowering the development of insights into the portfolio companies

Required Qualifications:

• 6+ years of relevant experience at a private equity or private credit firm within the portfolio management group, a restructuring advisory firm, or a bank workout group
• Onsite experience at portfolio or client companies
• Proven track record in managing legal documentation processes within a private asset management firm
• Excellent organizational skills with a proactive and detail-oriented approach to managing multiple tasks and priorities
• Strong communication skills (verbal, written, and interpersonal), with the ability to collaborate across teams and levels
• Board and governance experience a plus
• Advanced proficiency in Microsoft Excel and other financial modeling tools

Timing: Immediate

Location: Based in Tampa, FL

Compensation: Base, bonus, and equity package within a heavily aligned organizational culture

Please submit resume through LinkedIn.