Senior Associate, Investments

This is a fully remote position, open to applicants in United States.

📋 Description

• Identify and oversee pipelines related to medical receivables, pre-settlement portfolio acquisitions, and attorney lending prospects.

• Evaluate opportunities against investment metrics and return expectations.

• Create marketing collateral, indicative pricing models, and initial analyses.

• Engage in meetings with prospects and clients, which may involve occasional travel to counterparties.

• Perform due diligence at the portfolio level, including corporate, principal, guarantor, legal, servicing, and operational aspects.

• Develop and sustain models for static pools, collection curves, duration, and cash flows.

• Examine historical data on reductions, write-offs, and resolution timelines.

• Compose term sheets and proposals for acquisitions, forward flows, credit facilities, and non-recourse advances.

• Draft memoranda for the investment committee and create return models.

• Assist in negotiating purchase, credit, and servicing contracts.

• Oversee asset boarding, funding mechanics, treasury coordination, closings, and post-closing processes.

• Track performance metrics of the portfolio and attorney lending facilities, including collections, covenants, yields, MOIC, IRR, vintage trends, and concentrations.

• Recognize risks and trends of underperformance, and devise remediation strategies.

• Prepare materials for portfolio reviews, borrowing bases, capital partners, investors, and lenders.

• Construct templates for underwriting, return models, decision-support tools, analytics, scenario analyses, and forecasting frameworks.

• Utilize AI tools and assist in implementing process enhancements, automation, and AI initiatives.

• Cultivate relationships with providers, funders, law firms, brokers, and institutional capital partners.

• Collaborate with Sales, Legal, Servicing, Finance, business line leaders, and capital partners.

⛳️ Requirements

• 3–5 years (for Senior Associate) / 5–7 years (for Vice President) of hands-on experience in structuring, underwriting, or executing financial transactions.

• Ideally, experience in asset-based finance, specialty finance, structured credit, or receivables investing at an investment bank, private credit fund, asset management firm, specialty finance company, or similar entity.

• Strong quantitative, financial modeling, and analytical capabilities.

• Proven experience in constructing cash flow models and analyzing portfolio-level data, including static pools, collection curves, and concentrations.

• Understanding of risk-adjusted return evaluations, asset performance tracking, and transaction structuring.

• Background in drafting investment memoranda and reviewing financing structures along with related legal agreements.

• Vice President candidates are expected to have a successful history of independently managing transactions from sourcing to closing.

• Excellent attention to detail, commercial acumen, and ability to juggle multiple transactions in a dynamic environment.

• Effective written and verbal communication skills.

• Advanced proficiency in Microsoft Excel, Word, and PowerPoint.

• Familiarity with AI tools such as Copilot, ChatGPT, and Claude as part of daily workflows for analysis, drafting, and research.

• Knowledge of SQL, Power BI, Salesforce, or similar platforms is an advantage.

• Preferred familiarity with litigation finance, medical receivables, pre-settlement funding, law firm lending, or related niche asset classes.

• A Bachelor’s degree is required.

🏝️ Benefits

• Title and compensation will be aligned with experience.

• Flexible remote work options available.