Director, Specialty Finance - Deal Originations

Mesirow Financial • Stamford, CT

414d

About The Position

The Director, Specialty Finance - Deal Originations at Mesirow Financial is responsible for sourcing and identifying deal origination opportunities within the specialty finance sector, particularly focusing on asset-based private lending strategies for the lower middle market. This role involves cultivating relationships with intermediaries and clients, conducting market analysis, and participating in the due diligence process for potential deals. The director will also assist in structuring financing solutions and preparing presentations for investors, while coordinating with internal teams throughout the deal process.

Requirements

• Bachelor's degree in finance, Business, Economics, or related field.
• 5 + years of deal origination/sourcing experience in specialty finance or equivalent with a focus on asset based private lending strategies within the lower middle market.
• Demonstrated ability to build and manage relationships with intermediaries, brokers, and potential clients to source and qualify deal origination opportunities.
• Deep understanding of credit analysis, loan structuring, and underwriting. Strong financial modeling and deal execution capabilities.
• Excellent verbal and written communication skills, with the ability to present investment opportunities and structure deals effectively.
• Self-starter with the ability to collaborate across functions and work in a fast-paced, dynamic environment.

Responsibilities

• Proactively source and identify deal origination opportunities within Specialty Finance, targeting asset based private lending strategies focused on the lower middle market.
• Cultivate strong relationships and maintain a visible presence with intermediaries, brokers, and potential clients to source and qualify deal origination opportunities.
• Maintain an in-depth knowledge and awareness of the industry sector and practices through market analysis, industry trends and networking to best position the business to take advantage of opportunities as presented.
• Play an active role with the assessment and due diligence process of potential deals, including financial analysis, creditworthiness evaluation, and legal review to determine viability.
• Assist the deal execution team to help structure financing solutions specific to the needs of the client.
• Prepare and deliver compelling presentations to potential investors or clients, highlighting the investment merits of a deal.
• Work closely with key internal stakeholders to help shape and evolve the firm's messaging, position and go-to-market strategy, while identifying the marketing needs that will support the sales process.
• Coordinate with internal teams throughout the deal process, managing timelines, documentation, and communication with all stakeholders.
• Maintain a transparent pipeline and tracking of new clients and prospects. Effectively and consistently document interactions in the firm's CRM system.

Benefits

• Opportunities for volunteerism and advancement
• Strong employee engagement
• Employee ownership structure

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree