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Associate - Technology Leverage Finance and Sponsor Coverage

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Spencer Ogden

2021-12-03 08:50:48

Job location San Francisco, California, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

The Technology Leverage Finance and Sponsor Coverage manages the entire relationship with primarily late stage private companies which are owned by private equity investors nationally. The Associate will be responsible for completing due diligence, underwriting, and executing new transactions with a secondary focus on private equity coverage and portfolio management. The ideal candidate will be proficient at underwriting and executing transactions.


Your primary responsibilities will include underwriting and executing new transactions as well as portfolio management. The Associate should exhibit the aptitude to eventually lead all aspects of the transaction execution process.


Ideal profile:

  • Bachelor's degree or equivalent experience
  • Two or more years of leveraged finance experience
  • Working knowledge of accounting, financial statement analysis, financial modeling, leverage finance transaction structures
  • Familiarity with the capital markets, trends, and outlook
  • Technology industry knowledge

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