Specialty Lending Analyst/Associate

LCG Advisors • Tampa, FL

2d

About The Position

LCG Advisors is seeking an Analyst or Associate to join our Specialty Lending Group. This role is highly visible and involves direct interaction with institutional lenders, private credit funds, and banks engaged in specialty lending. The position focuses on conducting in-depth collateral and operational due diligence on subject companies across a range of industries including consumer finance, commercial specialty finance, healthcare, and technology-focused businesses.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or a related field. Candidates with degrees in other disciplines and relevant finance, accounting or data analysis experience will also be considered.
• Advanced proficiency in Microsoft Office Excel and Word, or other data extraction programs
• Strong analytical skills and a genuine curiosity for financial and operational data
• Naturally inquisitive
• Excellent verbal and written communication skills
• Attention to detail and pattern recognition
• Ability to meet strict deadlines in a client-service environment and manage project overlap
• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times
• Flexibility for travel (up to 50%, typically Monday evening – Thursday afternoon when onsite)
• Currently, LCG Advisors does not intend to hire candidates who will need, now or in the future, LCG sponsorship through any non-immigrant visa category such as the H-1B, H-1B1, E-3, O-1, or TN.

Nice To Haves

• Prior Asset-Based Lending (ABL) knowledge or experience a plus, but not required
• Prior exposure to consumer finance, commercial specialty finance, healthcare, or venture debt structures preferred, but not required

Responsibilities

• Conduct financial and operational due diligence services, including on-site or remote examinations, portfolio reviews, and acquisition due diligence on behalf of our clients
• Utilize or develop Excel-based workpapers to complete scoped procedures for each project
• Evaluate complex portfolios and credit structures within client-defined scope of work
• Collaborate with senior team members to identify portfolio risks, reconcile financial data, and assess operational performance.
• Interact with clients regularly in a professional manner, including in calls, meetings, and periodic e-mail updates
• Work directly with the subject company, often interacting with stakeholders and decision makers to discuss operational business updates, questions involving the scope of work, and obtaining insight into findings or observations for the client
• Prepare comprehensive written reports summarizing findings, trends, and risk factors for clients

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level