Description
We are looking for an outstanding Credit Investment Analyst to join our team at Float. As a Credit Investment Analyst, you will be responsible for diligencing, analyzing, and driving the growth of Float's credit portfolio.
Responsibilities:
- Conduct thorough and efficient analyses of business fundamentals and financial performance for Float's potential and existing credit investments.
- Monitor the performance of Float's credit portfolio, track account behavior, and proactively identify signs of potential credit deterioration.
- Conduct periodic financial reviews of existing clients, analyze business fundamentals, financial health, and repayment capacity.
- Assess credit exposures relative to limits, recommend adjustments where necessary, and escalate concerns to the Credit Committee.
- Collaborate with clients to gather updated financial information and address inquiries, balancing risk management with customer experience.
- Support the continuous improvement of Float's credit monitoring framework, risk policies, and portfolio management practices.
- Participate in due diligence calls with executives.
- Partner with our Sales & Marketing and Customer Success teams to relay feedback on what types of opportunities are adding the most value to Float.
- Use portfolio performance data to derive insights on how to grow and shape the portfolio for optimal impact.
Requirements:
- 2+ years of experience in accounting, transaction advisory, consulting, corporate or investment banking, or other similar experience.
- Strong analytical skills, with the ability to analyze data and uncover insights and trends that inform investment decisions.
- Familiarity with SQL or similar tools is a plus.
- Excellent communication and interpersonal skills, with the ability to partner with prospects and executives collaboratively.
- Ability to think critically and truth-seek to validate or disprove investment hypotheses.
- Conscientious and meticulous in your work, with a focus on accuracy and attention to detail.
- Commercially focused with an understanding of the market and the business.
- Eager to continue learning and developing your skills.
- Fluency in French is a bonus.
Benefits:
- Competitive compensation, equity options, and benefits.
- Hybrid work model, with in-office days for connection and collaboration.
- Catered team lunches every Tuesday, Wednesday, and Thursday.
- Dog-friendly office.
- High-trust, high-performance culture where your work truly matters.