THE MINIMUM REQUIREMENTS FOR THE ROLE ARE :
NON-NEGOTIABLE REQUIREMENTS :
- Education : Bachelors degree in Finance, Accounting, Economics, Investment Management, or a related field.
- Experience : 35 years of relevant experience in private debt, corporate finance, leveraged finance, investment banking, credit analysis, or a related field.
- Technical Skills and Tools : Financial Modelling Strong Excel skills, including advanced financial modelling (DCF, covenant modelling, scenario analysis) and advanced knowledge of MS Word and PowerPoint.
- Credit Analysis : Solid understanding of credit metrics, capital structures, and risk assessment in lending environments.
- Valuation and Accounting : Familiarity with company valuation methods, financial statement analysis, and corporate accounting principles.
BENEFICIAL, THOUGH NOT ESSENTIAL, ADDITIONAL REQUIREMENTS :
Working knowledge of debt-related legal documentation (e.g. term sheets, loan agreements, security documents).Honours or postgraduate degreeProgress toward or completion of relevant designations such as CFA, CAIA, CAI, AIMC, CA(SA), or FRM.Certifications related to credit risk or investment analysis.DUTIES WILL INCLUDE :
Transaction Execution & Underwriting
Support all phases of the investment process, from deal origination through to closing.Build robust financial models (including cash flow, covenant, and return analyses) and evaluate borrower creditworthiness.Contribute to risk assessment, deal structuring, and the preparation of term sheets.Due Diligence Coordination
Assist in the coordination of third-party due diligence efforts (legal, financial, tax, commercial).Manage data rooms, diligence trackers, and internal workflows across multiple teams.Investment Committee Preparation
Draft comprehensive investment memorandums and presentation materials for committee review.Clearly synthesize key risks, mitigants, and return drivers for decision-making.Market & Borrower Research
Conduct industry, sector, and borrower research to support deal origination and credit assessments.Monitor market trends, peer activity, and economic indicators that influence credit risk.Portfolio Management & Monitoring
Support post-investment monitoring, including borrower engagement, financial analysis, and covenant tracking.Maintain performance dashboards and contribute to regular risk reviews and reporting.Legal Documentation Support
Review and comment on key legal documents, including loan agreements, security packages, and intercreditor arrangements.Work closely with legal counsel to ensure documentation accurately reflects commercial terms.Cross-Functional Collaboration
Liaise with legal, finance, and compliance teams throughout the investment lifecycle.Contribute to internal process improvements and share insights across the team.