Deal Execution Associate

San Francisco, California • $90,000-$115,000

About the Company: 

Our client is a global investment firm with over $75 billion in AUM that uses creative strategies to generate attractive returns for its clients through syndicated leveraged loans, high-yield bonds, asset-based leasing, and private equity. The Deal Execution Associate is responsible for the liquidity management, allocations, and fundings for their private credit platform.

 

Responsibilities: 

  • Build and maintain individual direct lending fund financial models, forecast fund level returns and earnings, and perform scenario analyses
  • Work with fund finance to optimize the asset-based leverage facilities to maximize returns
  • Analyze the potential borrowing base impacts of individual assets or a pool of assets in the portfolio focusing on maximizing leverage
  • Produce and monitor the short-term liquidity of each fund on a weekly basis to determine and recommend the appropriate action for return of capital, capital call, and borrow or repayment of outstanding debt
  • Work with other teams on maintaining the daily pipeline and ensure enough liquidity is in place to fund upcoming pipelines

 

Requirements: 

  • Bachelor’s degree required
  • 3-5 years of relevant experience
  • Modeling and forecasting skills required
  • Experience managing returns from funds
  • Proficient with Excel

 

Salary Range: 

$90,000-$115,000

 

 

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