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Sponsor Finance (Analyst - Associate)
Sponsor Finance (Analyst - Associate)-March 2024
Independence
Mar 29, 2026
About Sponsor Finance (Analyst - Associate)

  DescriptionThe Sponsor Finance team member will be involved in all aspects of due diligence processes including review of initial deal materials, preparation of opportunity memos, underwriting of new transactions, financial modeling, and independent research.Essential Functions* Support the underwriting of credit facilities, including preparation of written documents such as internal screen and other memos, term sheets and proposal letters, and credit approval presentations* Participate in the communication with transaction stakeholders including internal management and credit partners, subordinated lenders, private equity sponsors, and companies/borrowers* Prepare and manage financial models to support underwriting transactions* Conduct industry research to supplement diligence materials and third-party reports* Assist with the support, preparation, and presentation of monthly portfolio company reviewsAdditional Essential Functions* Ensure compliance with Northwest's policies and procedures, and Federal/State regulations* Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency* Work as part of a team* Work with on-site equipmentAdditional ResponsibilitiesSafety and Health for those without supervisory duties* Abide by the rules of the safety and loss prevention program* Perform work tasks in a safe manner* Report any and all injuries to supervisor* Know what to do in case of an emergencyQUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.EducationBachelor's Degree Finance, Accounting, Economics, or related fieldWork Experience0 - 10 years Due Diligence Accounting, Leveraged Finance, Investment Banking, or Private Equity experience. Level will be determined based on candidate's qualificationsGeneral Employee Knowledge, Skills, and Abilities* Ability to establish effective working relationships among team members and participate in solving problems and making decisions* Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written* Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information* Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information* Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areasAdditional Knowledge, Skills and AbilitiesExcellent written and verbal communications skills.Ability to multi-task and manage time and workload efficiently.Strong work ethic and attention to detail.Demonstrates effective working relationship with teammates.Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint)The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b

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