Position Description:

Portfolio Company Oversight

• Assist senior Underwriting and Portfolio Management professionals in managing portfolio company relationships and preparing for calls and meetings including board meetings
• Review and analyze monthly financials, quarterly covenant compliance certifications, annual audited financial statements from portfolio companies
• Analyze company-level operating metrics and financials data to disaggregate drivers of under/outperformance relative to budget and prior year
• Identify, recognize and promptly communicate trends to deal team
• Support value creation initiatives (i.e., Getting Middle Market Ready and Environmental, Social and Governance reporting)

Internal Reporting

• Maintain historical portfolio company financial, capital structure and qualitative attributes in firm data management platforms (S&P Global iLEVEL and WSO)
• Support valuations processes on portfolio company securities on a quarterly basis
• Prepare quarterly and semi-annual credit and equity reviews on individual portfolio companies
• Craft thoughtful responses to investor requests related to portfolio company security details and performance

Portfolio Financing and Amendment Support

• Support drafting and presentation of internal amendment and financing memoranda for relevant approvals from Chief Credit Officer and Investment Committee.
• Prepare detailed scenario-based spreadsheet models to project portfolio company operating and financial performance, as well as credit statistics and projected returns
• Assist investment analysts in completing pre-investment and post-close workflows, procedures and documentation

Required Qualifications:

• 2-5 years of investment-related (private equity, private credit), corporate banking, or other finance-related experience (investment banking, accounting, audit, consulting)
• Microsoft Excel power user
• Excellent organizational skills with a proactive and detail-oriented approach to managing multiple tasks and priorities
• Strong verbal, written and interpersonal communication skills
• Team player with a positive attitude and great people skills

Timing: Immediate

Location: Based in Tampa, FL.

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

Please submit resume through LinkedIn.