40 applicants

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Company

Local Initiatives Support Corporation (LISC) · 19 hours ago

Analyst, Capital Innovation Lab

United States

Full-time

Remote

Mid Level

$65K/yr - $102K/yr

3+ years exp

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Responsibilities

Conduct thorough financial analysis on pre-vetted deals

Work with business owners to collect and verify necessary information

Evaluate and assess growth capital applications against investment policy and risk guidelines

Prepare comprehensive investment memos and recommendations

Conduct meetings with business owners to refine and structure deals

Perform industry and market research to support underwriting decisions

Manage post-closing relationships with businesses

Oversee portfolio-level management and closely monitor watchlist deals

Conduct regular portfolio reviews and risk assessments

Implement and maintain effective monitoring systems for financial covenants and reporting requirements

Identify potential issues early and develop proactive mitigation strategies

Handle modifications, amendments, and workouts for troubled assets

Negotiate and renegotiate terms for underperforming investments

Collaborate with legal team on complex amendments and workout situations

Develop and implement investment modification strategies to minimize risk and maximize recovery

Participate in team meetings and strategy sessions

Contribute ideas for improving underwriting and asset management processes

Assist in developing and refining credit policies

Support fundraising efforts with portfolio insights and success stories

Engage in ongoing professional development and industry education

Share knowledge and best practices with team members

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

UnderwritingFinancial AnalysisAsset ManagementCommunity DevelopmentSmall Business LendingFinancial ModelingMicrosoft ExcelCRM SoftwareSalesforceSmartsheetRelationship Management

Required

Bachelor's degree in Finance, Economics, Business Administration, or related field from an accredited college or university OR relevant related work experience

Minimum of three (3) years of experience in community development financial institutions (CDFIs), small business lending, or related banking/finance roles.

Demonstrated experience in both underwriting/financial analysis and asset management of small business loans and recoverable grants, including portfolio monitoring and loan workouts.

Advanced proficiency in Microsoft Excel and financial modeling, with experience in loan management systems and CRM software (e.g., Salesforce, Smartsheet).

Strong analytical and critical thinking skills, with the ability to make sound decisions in complex financial situations.

Excellent communication skills, both written and verbal, with the ability to explain complex financial concepts to diverse audiences.

Proven relationship management skills, with experience in client-facing roles and the ability to work effectively with small business owners.

Self-starter mentality with strong time management skills; able to work independently and collaboratively in a dynamic team environment.

Understanding of community development principles, the role of CDFIs, and the challenges faced by entrepreneurs in underserved communities.

Adaptable and flexible, comfortable with changing priorities and capable of managing multiple responsibilities across underwriting, asset management, and team collaboration.

Benefits

Medical, Dental, Vision Coverage: Comprehensive health plans for you and your family's well-being

Disability Insurance: Long-term and short-term coverage for peace of mind

Retirement Savings: Secure your future with our 401(k) and 403(b) plans

Generous Holidays: Enjoy ample time off to recharge and celebrate

Vacation, PTO, and Sick Days: Take advantage of flexible time-off policies to maintain work-life balance

Tuition Assistance: Pursue your educational goals with support from our tuition assistance program

Referral Program: Earn rewards for referring qualified candidates to join our team

Professional Development Opportunities: Grow and advance in your career with access to ongoing training and development programs tailored to your goals.

Company

Local Initiatives Support Corporation (LISC)

With residents and partners, LISC forges resilient and inclusive communities of opportunity across America – great places to live, work, visit, do business and raise families.

Founded in 1979

New York, New York, USA

201-500 employees