Associate

A Day in the LifeThe Associate will work under the Lendistry Capital Partners Investment team, supporting and leading critical elements of fund structuring, management, and investment evaluation process. They will collaborate with several teams across Lendistry to scale the analysis and origination of equity-like financing products, such as revenue-based financings. The ideal candidate should be comfortable with all aspects of financial and data analysis as well as with providing concise written and oral summaries of findings to stakeholders across the organization, including senior management.

Core responsibilities will include evaluating potential new private credit and equity investment opportunities and analysis for follow on financings and exit transactions for portfolio companies. Additional responsibilities will include building an investment thesis/case from market and competitive analysis through detailed financial modeling of growth potential and performance for entrepreneurial companies with revenues ranging from ~$1M to >$50M.

As a core part of Lendistry Capital Partner’s investment team, the Associate will be actively involved in all aspects of private debt and equity investing and portfolio company management, as well as enabling Lendistry Capital Partners to advance its impact investing mission. Central to the position is an entrepreneurial mindset, resourcefulness, and the ability to contribute passion and creative ideas to support underserved entrepreneurs while pursuing positive social and inclusive growth outcomes. Some travel may be required. Lendistry:

Who We AreWe’re proud to be the nation’s largest minority-led, tech-savvy lender for small businesses and commercial real estate. As a certified Community Development Financial Institution (CDFI) and Community Development Entity (CDE), our mission is all about creating economic opportunities and fueling growth for small business owners and their communities. Lendistry Capital Partners & Public-Private Partnerships (L-Capital & P3) division seeks to leverage capital, resources, and strategic relationships from public and private sector stakeholders to drive business growth and expand Lendistry's impact and influence.

L-Capital & P3 team leads Lendistry’s public-private partnerships efforts, strategic private investments and asset management, as well as public policy and government affairs. Join us as we pave the way with innovative financing and financial education!What You’ll Be DoingBusiness Selection & Investment Evaluation: Collaborate with Lendistry Capital Partners divisional leadership, as well as several teams within Lendistry (e. g. , Finance, Legal, Credit, Marketing, Servicing, Analytics, and Engineering) to develop new and innovative debt, equity, and equity-like financing products.

Identify and evaluate potential new investments with the potential to produce strong double or triple bottom line returns, with a focus on innovative capital solutions, such as revenue-based and purchase order financing Track and manage pipeline of new potential investments. Develop detailed financial models and projections to enable and support investment decision making Perform market research and competitive analysis. Draft business selection pages, investment memoranda and business plans to support process of making new investments and entering into public-private partnerships. Due Diligence & Deal Execution Conduct due diligence on potential investment opportunities.

Build financial models to underwrite debt, equity and equity-like transactions to analyze and structure potential investments. Perform financial analysis of pools of assets and asset-backed financings, including new, or niche assets, such as green loans. Author investment memoranda and present to Investment Committee. Manage process of deal documentation and legal review by collaborating with legal counsel, accountants, auditors, advisors, and service providers to manage investment to closing. Portfolio Management Work alongside Lendistry and Lendistry Capital Partners professionals serving on portfolio company Boards as well as directly with senior Management Teams of portfolio companies on specific strategic initiatives.

Focus on analytical assessments including pricing analysis, competitive positioning, ROI for new marketing or product development initiatives, COGS analysis and supply chain efficiency. Support portfolio company follow-on fundraising or strategic partnership development by producing investor presentations, drafting business plans and strategic plans. Regulatory, Financial Reporting & Fund Administration Work with Lendistry’s Finance team to produce monthly and annual divisional P&L and financial assessment of the Lendistry Capital Partners portfolio through analysis of key financial and business metrics. Update the Lendistry Capital Partners fund model tracking capital deployed and reserves available for new and follow-on investments.

Manage production of quarterly reports to Limited Partners and other investor presentations, and complete quarterly and periodic surveys of Lendistry Capital Partners investment activity, collaborating with Lendistry’s Marketing and Finance teams. Work on application for the Small Business Administration (SBA) Small Business Investment Company (SBIC) license. Business Development & Knowledge Development Contribute to building knowledge in the field of impact investing through innovative for‐profit business models, research and thought leadership. Help Lendistry Capital Partners enhance its brand recognition within the entrepreneurial community, emerging managers, and public and impact investor sectors.

Work to increase participation and advance the capital markets for impact investing by participating in industry conferences and relevant events. Your Areas of Knowledge and Expertise Bachelor's Degree with a preference in Finance, Accounting or related field. Required 1-2 years of investment banking, asset management, private debt/equity, management consulting, or similar experience, with a heavy emphasis on financial analysis and modeling. Strong record of academic and extra‐curricular achievement. Recent MBA graduates will also be considered. Experience or familiarity with the CDFI industry, impact investing, and public private partnerships highly desirable.

Extensive experience underwriting primarily private credit and equity transactions. Experience working in an autonomous and fast-paced environment with a track record of managing competing priorities and consistently meeting deadlines. Experience delivering excellent work product and reporting. Consistent track record of attention to detail, ability to grasp new concepts quickly and taking ownership of your work. Strong critical-thinking ability and problem-solving skills. Excellent verbal and written communication skills. Experience in entrepreneurial environments and the flexibility to work in both highly structured corporate settings and less structured start‐up environments.

Collaborative thinker who works well in teams and is also an independent, self‐starter. Strong commitment to social impact and inclusive growth, committed to driving change and impact through business and innovation. Why You'll Love Working HereComprehensive Medical, Dental, and Vision InsuranceGenerous Paid Time OffBirthday Day Off12 Paid Company Holidays401(k) MatchFSA and HSAPaid Life Insurance Paid Disability InsurancePet InsuranceEmployee Assistance Program (EAP)Professional Development CoursesIn Office Provided Snacks and DrinksGym Facilities (LA & Tustin/CEC Offices)In Office Engagement ActivitiesCompensation RangeThe US base salary range for this full-time position is $113,000 - $143,000 annually.

Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum base salary for new hires for the position across all US locations. Within the range, individual pay is determined by multiple factors like job-related skills, experience, and state of residence. Your recruiter can share more about the specific salary range during the interview process. Please note that the compensation details listed in US role postings reflect the base salary only, and do not include any variable compensation elements.

Physical RequirementsThis is a stationary position that requires frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus. It also may require occasional standing, lifting, carrying of 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder. Employees in this position must be physically able to efficiently perform the essential functions of the position.