Responsibilities:
• Analyze financial reports and models (such as cash flow models and capital structure analyses) and summarize findings.
• Analyze market trends and identify investment opportunities.
• Execute due diligence on new opportunities.
• Assist with asset level financing discussions with lending partners including initial loan sourcing and ongoing management.
• Assist in putting together investment memos, financial models, and portfolio performance reports.
• Respond to inquiries from clients, investors and team members and provide information as needed.
• Coordinate and execute various special projects as needed for CEO and other internal departments.
• Other duties as assigned.
Qualifications:
• Bachelor’s degree required with a focus in finance.
• Advanced working knowledge of Excel required and entire Microsoft Office Suite (Word, PowerPoint, Excel, Outlook) a plus.
• Strong background in research and reporting.
• Must be able to demonstrate logical and strategic thinking with minimal direction.
• Strong organizational skills and attention to detail.
• Ability to handle multiple tasks in a fast-paced environment.
• Must be able to work independently, yet able to function as part of a team.
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