Investment Professional &ndash

Location: New York NY (Onsite)
Vendor Fee: 3%
Salary: $100000 per year
Employment Type: Full-Time

Client is seeking a talented Investment Professional to join its Specialty Finance Group. This individual will evaluate and execute debt and equity investment opportunities within the specialty finance sector including:

• Consumer Finance: consumer lending secured/unsecured installment loans auto loans

• Commercial Finance: small business lending merchant cash advance (MCA) factoring

This role offers significant exposure to alternative investments and direct involvement in the full investment lifecycle. Working in small deal teams alongside senior management the professional will have an outsized impact on investment decisions and portfolio performance.

• Participate in and grow into leading all phases of the investment process:

  • Idea generation

  • Origination

  • Evaluation & underwriting

  • Financial modeling

  • Negotiation & structuring

  • Closing & execution

  • Portfolio management and exit analysis

• Conduct detailed fundamental analysis of private credit and private equity opportunities.

• Evaluate specialty finance companies across varied 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 update cash flow models risk metrics and covenant compliance.

• Engage regularly with management teams and financial sponsors.

• Work in small high-performance deal teams directly with senior leadership.

• Coordinate due diligence legal negotiations and cross-functional workstreams.

• Prepare investment memos recommendations and presentations for internal committees.

• Experience with:

  • Consumer lenders (installment loans BNPL subprime/high APR)

  • Small business lenders (MCAs factoring working capital providers)

• Prior experience in:

  • Private equity

  • Investment banking

  • Credit investing

  • Management consulting

  • Other highly analytical and demanding roles

• Strong financial modeling and analytical capabilities.

• Exceptional written and verbal communication skills.

• Ownership mentality with the ability to manage multiple deal workstreams.

• Strong organizational skills and attention to detail.

• Demonstrated record of excellence in academic and professional pursuits.

• Ability to interact professionally with management teams sponsors and senior leaders.

• Base Salary: $100000 $300000

• Bonus: Annual discretionary performance-based

(Your intake requires salary entry of $100k but the internal band is broader.)

• 100% employer-paid medical dental and vision insurance

• 100% employer-paid Life & AD&D insurance

• FSA HSA and commuter pretax benefit accounts

• Daily paid breakfast and lunch

• Company-sponsored ski and sailing trips

• Mentorship program and regular team-building events (including happy hours)