POSITION/TITLE: Analyst

POSITION SUMMARY:

This position will report directly to the VP of Investments and is a key support member of the TriLinc Global, LLC investment team. The Analyst will participate in the credit analysis and portfolio management of TriLinc’s funds.

RESPONSIBILITIES:

Overall

• Assist in performing all tasks necessary to achieve the organization’s mission and help execute growth plans.
• Represent TriLinc in a manner that is consistent with our purpose, mission, vision and values.
• Participate in overall strategy discussions for TriLinc Global to ensure we meet our goal of becoming a multi-billion dollar investment company.
• Actively support the culture of accountability for execution and results.

Credit Analysis

• Support the credit analysis performed on portfolio companies within both trade finance and term loans as needed, including: creating and monitoring cash flow projections, and the review of financial statements loan documentation and collateral, and compliance with TriLinc’s Investment Guidelines and Restrictions.
• Assist with the review and monitoring of pertinent metrics and covenants that may impact position performance.
• Assist with the review of position level structure and documentation.
• Assist with the monitoring of both macro and credit specific events that could impact performance on a proactive basis.
• Enter and reconcile credit data and generate reports in eFront, including: position metrics, documentation uploads, payment reconciliations and dashboard reporting.
• Prepare Position Monitoring Report for each portfolio company.
• Assist in the preparation of periodic reports for review by the IC, including:

- Quarterly Update Memoranda
- Exception Memoranda
- Credit Committee Memoranda (Gate 1 and Gate 2)Annual Investment
- Partner Review Memoranda

Portfolio Management

• Assist in updating and maintaining TriLinc’s proprietary macro-economic analysis platform (MAP).
• Serve as a non-voting participant of the TriLinc Investment Committee (IC) and Credit Committee (CC).
• Participate in the maintenance and enhancement of all investment department policies, procedures and processes.
• Assist in performing all tasks as necessary to ensure that TriLinc’s funds stay in compliance with all regulatory requirements.
• Assist in preparing investment partners quarterly performance report.

Other Investment Department Responsibilities

• Prepare reporting materials for Board Meetings.
• Coordinate all associated materials for Investment Committee and Credit Committee meetings.
• Assist in sourcing and due diligence of new investment Partners.
• Maintain compliant investment department files, including materials associated with investment partner due diligence.
• Develop and maintain TriLinc’s industry research library.
• Attend local development finance events.
• Assist other members within the Investment Team as needed.

EDUCATION AND EXPERIENCE:

• At least 1 year of applicable investing experience, with fixed income and/or private asset experience preferred.
• Bachelor’s degree (B.A.) from four-year institution, preferably in finance, statistics, mathematics, accounting, economics, or similar related study focus..
• Professional designations in progress a plus, such as: CFA, CAIA, CBA/CBF/CCE, CRC.

SPECIFIC KNOWLEDGE AND SKILLS:

• Passion for our mission to create positive impact.
• Experience utilizing Excel for financial modeling purposes.
• Ability to analytically assess the financial position of a company and communicate findings, both written and verbally.
• Preference for prior experience with managed investment products.
• Interest in socio-economic development and knowledge of emerging market investing a plus.
• Ability to read and interpret complex legal documents.
• Ability to work across cultures, communicate with colleagues in different time zones and be an effective team player. Strong organizational and time management skills.
• Excellent communication skills.

Job Type: Full-time

Pay: $65,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Tuition reimbursement
• Vision insurance

Physical setting:

• Office

Schedule:

• 10 hour shift
• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Manhattan Beach, CA 90266: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Preferred)

Experience:

• Microsoft Excel: 1 year (Preferred)

Work Location: In person

Please Note :
www.bankofmontserrat.ms is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, www.bankofmontserrat.ms provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.