2. Investment Professional Specialty Finance

Location: New York, NY (Onsite)
Employment Type: Full-Time
Salary: $100,000 per year

Position Overview

Our client is seeking a talented Investment Professional to join its Specialty Finance Group. This role offers the opportunity to evaluate and execute debt and equity investment opportunities across consumer and commercial finance sectors. Working in small deal teams alongside senior management, the professional will have significant influence on investment decisions and portfolio performance, gaining exposure to alternative investments and the full investment lifecycle.

Key Responsibilities

Deal & Investment Process

• Participate in all phases of the investment process, including:
  • Idea generation and origination
  • Evaluation and underwriting
  • Financial modeling and valuation
  • Negotiation, structuring, closing, and execution
  • Portfolio management and exit analysis

Analysis & Diligence

• Conduct detailed fundamental analysis of private credit and private equity opportunities
• Evaluate specialty finance companies across various industries, credit profiles, and asset types
• Build and maintain complex financial models to support underwriting and valuation

Portfolio Management

• Monitor and manage ongoing investments across consumer and commercial finance strategies
• Track performance, cash flow models, risk metrics, and covenant compliance
• Engage with management teams and financial sponsors

Deal Team Collaboration

• Work in small, high-performance deal teams alongside senior leadership
• Coordinate due diligence, legal negotiations, and cross-functional workstreams
• Prepare investment memos, recommendations, and presentations for internal committees

Desired Skills & Experience

Sector Expertise (Strong Preference)

• Consumer lenders: installment loans, BNPL, subprime/high APR
• Small business lenders: merchant cash advances (MCAs), factoring, working capital providers

Professional Background

• Prior experience in:
  • Private equity
  • Investment banking
  • Credit investing
  • Management consulting
  • Other highly analytical roles

Core Competencies

• Strong financial modeling and analytical skills
• Exceptional written and verbal communication
• Ownership mentality with ability to manage multiple deal workstreams
• Strong organizational skills and attention to detail
• Ability to interact professionally with management teams, sponsors, and senior leaders

Compensation & Benefits

• Bonus: Annual discretionary, performance-based
• Benefits Include:
  • 100% employer-paid medical, dental, and vision insurance
  • 100% employer-paid life & AD&D insurance
  • FSA, HSA, and commuter pretax benefit accounts
  • Daily paid breakfast and lunch
  • Company-sponsored ski and sailing trips
  • Mentorship programs and team-building events