Senior Analyst, Credit
Trinity Capital
Full-time
On-site
Phoenix, AZ, USA
Job Description
This position is an extraordinary opportunity for a motivated individual to join a company focused on growth and building long-term value for its investors. The Senior Analyst, Credit will be an integral contributor in the due diligence process and the business case supporting a financing transaction. This full-time position will report to the Managing Director and is based on-site, at our Phoenix, AZ office.
Strong written and verbal communication skills are a must, as the role requires ongoing collaboration with Origination team members and regular presentations to the Trinity Investment Committee. This position offers the successful candidate exposure to leading venture capital investors, and a wide cross-section of emerging growth companies.
Duties and Responsibilities
- Collect and review submitted data from prospective portfolio companies; work with Originations team and Client Company management to address any gaps or deficiencies
- Evaluate and summarize financial data from prospective client companies; identify key assumptions and trends, and highlight any inconsistencies
- Work closely with Originations team on the assessment of new opportunities and clearly communicate recommendations for accept / reject decisions; assist in developing ideas for transaction structure
- Research industry drivers and opportunities; assess potential impact of key value drivers on business plan assumptions
- Conduct deep-dive analyses of prospective client companies’ financial results, forecasts, business plans, intellectual property, collateral, etc.
- Participate in the due diligence process, including calls with client company’s executive management, investors, and customers, as well as on-site visits when appropriate
- Prepare investment committee presentation material and present analysis results to Credit Team peers and Investment Committee in a clear and concise manner
Education & Qualifications
- Bachelor’s degree in a business discipline, preferably Finance
- A minimum of three (3) years of industry experience in a relevant role, such as investment banking, accounting, or consulting
- High level of proficiency in Microsoft Excel and financial modeling
- Deep familiarity with financial reports: income statement, balance sheet, and cash flow
- Familiarity with and general understanding of the various aspects of business operations; e.g. sales, marketing, product development, production, etc.
- Ability to multi-task and work in a fast-paced environment with firm deadlines
- Strong and confident communication skills; meticulous attention to detail
Characteristics
- Analytical mindset
- Clear and concise written and verbal communication skills
- The ability to collaborate across functional groups
- Ability to multitask and maintain a broad perspective along with intense focus
- Positive attitude and strong work ethic
This job is closed.