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Underwriting Associate
Underwriting Associate-March 2024
Chicago
Mar 28, 2026
About Underwriting Associate

  Description

  Exciting career-building opportunity at a rapidly growing company. Hybrid Role.

  To apply to this role, please send your resume to John Sadofsky at [email protected]

  Responsibilities:

  · Conduct transaction due diligence, including review of data room files and development of initial

  due diligence question lists.

  · Identify and analyze merits and risks associated with transactions.

  · Conduct industry research in addition to Offering Memorandum information and third-party reports.

  · Prepare first draft of term sheets and commitment letters.

  · Support deal team on preparation of screening memos and underwriting memos, including financial

  modeling.

  · Active participation in internal investment committee meetings.

  · Prepare charts and sections for materials to be used in syndicated transactions.

  · Support syndication closing process, including coordination with Operations.

  · Support deal closing process, specifically, funds flow and administrative documentation.

  · Provide backup/support on team portfolio accounts on monthly basis, including:

  o Spreading financial data.

  o Analyzing credit and financial metrics.

  o Maintaining organization of files.

  o Recalculating compliance certificates.

  o Working with Operations to provide updates and complete information requests.

  · Meet deadlines and fulfill administrative requirements.

  Requirements

  Requirements:

  · Two – four years of experience in financial environment.

  · BS/BA in finance, accounting, economics, or a related field.

  · Expertise in accounting and financial analysis with proficiency in financial modeling.

  · Ability to balance detail with broader issues in both written and oral communication.

  · Understanding and ability to manage internal and external deal processes.

  · Flexibility to adapt to changing priorities and timelines through planning, analytical, and problem-

  solving capabilities.

  · Ability to build productive working relationships with various functions and be comfortable

  interacting with sponsors, management, investors, external partners, and others.

  · Proficiency with CapIQ, Pre Quin, Microsoft Office Suite and other MS-Based applications with

  particular reference to MS Excel, MS Word, and MS PowerPoint.

  · Strong organization skills with a logical approach and time management.

  · Excellent written and verbal communication with attention to detail.

  · Discretion and ability to handle confidential and sensitive information.

  To apply to this role, please send your resume to John Sadofsky at [email protected]

  Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

  Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

  All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

  © 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

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