What are the responsibilities and job description for the Leveraged Finance Associate position at Veritas Partners?
Associate - Leveraged Finance Portfolio Management
Bethesda, MD (Hybrid)
Summary
The Leveraged Finance Portfolio Manager Associate position is a newly created opportunity within a leading specialty finance investment bank and commercial lender with over $50 billion in capital committed which provides a broad array of corporate financial solutions for acquisitions, growth capital, leveraged buyouts, and refinancing to meet the needs of private equity and middle-market companies. This individual will join a team of industry professionals and will support underwriting, management of existing investment activity, and strategic relationships with portfolio companies. Based out of the companies primary headquarters in Chevy Chase, MD this position will offer a hybrid work from home/office schedule, a base salary in the $100,000 to $125,000 range, a 20% to 30% annual bonus, full benefits, and excellent career mobility. This is an unique opportunity for candidates with 2-4 plus years of professional experience within investment banking, public accounting deal/transactions, leveraged lending, or private equity experience to pivot into one of the regions premiere financial services firm. Candidates who meet the below criteria and functional interest are encouraged to apply for immediate consideration.
Job Description
- Prepare investment memos, build financial models, and perform in-depth financial analysis on a regular basis.
- Underwrite and/or manage existing investment activity and maintain relationships with portfolio companies.
- Gain exposure to all areas of the business, including the financing process, syndication and capital markets activity, and legal document negotiation.
- Frequent interact with clients and senior management on financial strategy and performance of underlying investments, evaluate opportunities and make supported, well-informed investment recommendations.
Requirements
- 2-4 years of professional experience within investment banking, public accounting deal/transactions, leveraged lending, or private equity
- Bachelor degree in accounting, finance, or related fields of study.
- A strong quantitative and analytical background.
- Knowledge of and experience with basic accounting and financial principles is required.
- Excellent oral and written communication skills.
Salary : $100,000 - $125,000
