Associate - Financial Institutions Group
Current• Lead due diligence processes on credit facilities ranging from $10MM to $200MM+ for major banks, lenders, and investment funds.• Apply specialized knowledge across a diverse array of specialty finance industries, enhancing the quality of due diligence efforts.• Conduct comprehensive analyses of monthly and quarterly financial statements of borrowers to assess covenant compliance and overall financial performance.• Conduct high-level discussions with C-suite executives, focusing on company performance and future guidance.• Continuously update subject matter expertise to stay ahead of industry developments and regulatory changes.