Analyst, Investor Solutions

NXT Capital•Chicago, IL

2d•Hybrid

About The Position

The Investor Solutions Analyst plays a key role in supporting and evolving NXT Capital’s third-party investment platform. This position combines program management responsibilities with working with direct lending deal teams and as it relates to supporting the allocation of direct lending deals and the offering process of deals being sold to investment programs. We are seeking an individual who is self-motivated and a strong team player to assist with day-to-day transactional duties as well as program management. Responsibilities include supporting ongoing program management, analyzing program performance, and facilitating communication with LPs and third-party service providers. In addition, the Analyst will be expected to assess deal level compliance with investor solutions program eligibility guidelines, monitor program capacity and support the allocation and sale of direct lending transactions to investor programs.

Requirements

Bachelor’s degree required (major in finance, business, accounting or a related field preferred)
2–3 years of relevant experience in asset management, portfolio management, financial analysis, accounting, or analytics within a financial services or asset management firm
Excellent interpersonal skills with the ability to interface effectively with senior management, investors, service providers, and internal constituents
Advanced proficiency in Microsoft Excel and PowerPoint; experience with data and analytics tools (e.g., Power BI, Microsoft Copilot) preferred
Proven analytical, problem solving, and logical reasoning skills needed to enhance business decision making and current processes using data and technology
Excellent organizational skills, with ability to handle a wide variety of responsibilities and meet tight deadlines with attention to detail
Self-motivated, detail-oriented, and able to operate effectively in a team-oriented environment
Professional attitude, strong work ethic and a self-starter

Nice To Haves

experience with data and analytics tools (e.g., Power BI, Microsoft Copilot) preferred

Responsibilities

Review underwriting materials to assess compliance with program eligibility guidelines, help evaluate capacity under program level investment guideline limitations, and assist with deal allocations
Manage the offering process of deals being sold to programs and work with direct lending deal teams to prepare memos, assignment agreements and participation certificates to facilitate new asset sales and deal modifications; ensure delivery of proper documentation in a timely manner
Assist in the tracking of program capital needs and deployment activity
Act as liaison across multiple groups within NXT Capital, including investor solutions, direct lending deal teams, finance, operations, legal and compliance
Maintain program-specific tracking, ensuring data accuracy and integrity across systems
Responsible for monthly and quarterly reporting requirements for both internal and external constituents, including reporting packages, investor letters, internal program reviews, data tapes and compliance requests
Assist with investor inquiries and due diligence requests through data gathering, analysis, and ad hoc financial modeling
Maintain a strong understanding of portfolio composition, investment guidelines, and program requirements
Analyze program performance data and support development of insights used in reporting, investor communications and ongoing fund modeling
Assist in developing and maintaining investor and marketing presentations
Process and track program-level expenses
Develop and maintain an understanding of NXT’s loan platform and NXT’s investor solutions programs, including investment guidelines and program reporting requirements
Become proficient with NXT’s data sources, including PowerBI, Salesforce and ad hoc reporting tool for data gathering, analysis and reporting
Maintain and enhance deal templates and analytical tools (e.g., asset allocation tools, cash forecasting models, deal closing models, portfolio construction tools) in collaboration with internal teams and external vendors
Recommend and assist in implementation of process changes, corrections and/or data improvements.
Contribute to the firmwide (ORIX) asset management initiatives and team up to advance corporate wide data
Support implementation of process improvements, data enhancements, and implementing operational efficiencies using AI as appropriate (including Microsoft Co-Pilot)
Leverage AI tools to improve efficiency and quality in presentation development and data analysis
Assist in managing relationships with third-party providers and vendors