Investment Professional – Specialty Finance - Full Time - Onsite - New York, NY

GD Resources•New York, NY

28d•$100,000 - $300,000•Onsite

About The Position

Our client is seeking a talented Investment Professional to join its Specialty Finance Group. This role offers the opportunity to evaluate and execute debt and equity investment opportunities across consumer and commercial finance sectors. Working in small deal teams alongside senior management, the professional will have significant influence on investment decisions and portfolio performance, gaining exposure to alternative investments and the full investment lifecycle.

Requirements

Strong financial modeling and analytical skills
Exceptional written and verbal communication
Ownership mentality with ability to manage multiple deal workstreams
Strong organizational skills and attention to detail
Ability to interact professionally with management teams, sponsors, and senior leaders
Prior experience in: Private equity, Investment banking, Credit investing, Management consulting, Other highly analytical roles

Nice To Haves

Consumer lenders: installment loans, BNPL, subprime/high APR
Small business lenders: merchant cash advances (MCAs), factoring, working capital providers

Responsibilities

Participate in all phases of the investment process, including: Idea generation and origination
Evaluation and underwriting
Financial modeling and valuation
Negotiation, structuring, closing, and execution
Portfolio management and exit analysis
Conduct detailed fundamental analysis of private credit and private equity opportunities
Evaluate specialty finance companies across various industries, credit profiles, and asset types
Build and maintain complex financial models to support underwriting and valuation
Monitor and manage ongoing investments across consumer and commercial finance strategies
Track performance, cash flow models, risk metrics, and covenant compliance
Engage with management teams and financial sponsors
Work in small, high-performance deal teams alongside senior leadership
Coordinate due diligence, legal negotiations, and cross-functional workstreams
Prepare investment memos, recommendations, and presentations for internal committees