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Investment analyst

London
Equifind
Investment analyst
Posted: 2 March
Offer description

Equifind are delighted to be partnering with a fast-growing London-based specialist private credit fund deploying capital across SME cashflow, asset backed, real estate, forward flow and platform lending strategies.


We are looking for a technically strong Associate, with prior private credit knowledge, who wants to build real underwriting expertise, not just process deals. Your analysis will directly shape capital deployment decisions within a small, high performing team.


WHAT MAKES THIS ROLE DIFFERENT?

* Direct exposure to decision-makers in a small team
* Genuine modelling responsibility from day one
* Real responsibility in shaping lending recommendations
* Exposure across multiple asset classes
* Entrepreneurial environment without institutional bureaucracy


THE ROLE

* Analysing raw borrower financials and loan tapes
* Building bespoke Excel models from first principles to assess risk
* Identifying inconsistencies and challenge borrower supplied assumptions
* Constructing default curves, vintage analysis and roll-rate matrices
* Modelling SME cashflow coverage and covenant headroom
* Assessing platform underwriting methodologies where borrowers are onward lending
* Assessing probability of default using quantitative and qualitative factors
* Translating analysis into clear credit recommendations
* Drafting concise internal credit papers
* Interacting with origination channels (e.g. brokers) in the sourcing and filtering of deal flow
* Supporting in relationship management and monitoring post investment



YOUR BACKGROUND

3–5 years’ experience in:

* Private credit
* Structured or specialty finance
* Asset-backed lending
* Loan portfolio analysis
* Structured products


You will also have built up these technical skills:

1. Building complex Excel models from a blank workbook
2. Handling large loan level datasets
3. Constructing vintage, cumulative default and roll-rate analysis
4. Designing multi-scenario stress cases
5. Reconciling inconsistencies in borrower data
6. Applying different analytical frameworks depending on asset class
7. Using advanced Excel functions (pivot tables, XLOOKUP/INDEX-MATCH, SUMIFS, dynamic modelling logic)


CULTURE & ENVIRONMENT

* Analytical and performance driven
* Entrepreneurial rather than institutional
* Flat in structure with high ownership
* Office based to maximise collaboration


ABOUT YOU

* Enjoy building rather than operating
* Intellectually curious about risk
* Comfortable making decisions with imperfect data
* Thinks independently rather than relying on templates
* Can switch analytical frameworks between consumer style portfolio modelling and SME cashflow underwriting


Package on offer £65,000-£75,000 base

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