Coda Capital Advisors · 4 weeks ago
Senior Associate of Underwriting and Portfolio Management
Philadelphia, PA
Full-time
Onsite
Mid, Senior Level
3+ years expCoda Capital Advisors is a private credit investment firm focused on providing liquidity to underserved industries, including the legal U.S. cannabis market. They are seeking a Senior Associate of Underwriting and Portfolio Management to lead the underwriting process and manage portfolio performance, ensuring rigorous evaluation and effective management of transactions.
Financial Services
Responsibilities
Lead the underwriting process for new transactions, from term sheet through closing
Review and analyze borrower financials, collateral, and business performance to ensure alignment with credit standards
Prepare underwriting memos, loan documents, and closing checklists to support investment decisions
Work closely with the Analyst to gather data, run models, and ensure accuracy of deal files
Coordinate with borrowers, legal counsel, and funding partners to finalize structures and close deals on schedule
Take ownership of post-close loan monitoring, ensuring compliance with covenants, reporting, and collateral requirements
Monitor borrower performance and proactively identify risks, proposing mitigants to protect capital and maximize returns
Maintain accurate investment records and reporting tools, delivering transparent updates to internal stakeholders and funding partners
Support investor reporting and contribute to portfolio review meetings
Recommend and implement process improvements to enhance efficiency across underwriting and asset management
Qualification
Required
Experience working at a commercial lender or commercial bank is a must
3+ years of experience in underwriting, credit analysis, loan closing, or asset management at a bank, credit fund, or similar institution
Strong understanding of secured lending, small business credit, and collateral structures
Proficiency in financial analysis and Excel; excellent writing and documentation skills
Highly organized, detail-oriented, and proactive in managing multiple deals simultaneously
Based in Philadelphia, PA – in-office role with digital flexibility
Excel model building and financial analysis
Understanding of business loan documentation and structuring
Ability to analyze term sheets and ensure loan documents are prepped for senior executive reviews
Company
Coda Capital Advisors
Coda Capital Advisors (“Coda”) is a private credit investment firm focused on providing liquidity to the legal US cannabis market.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase