Sponsor Finance Analyst/Associate/Senior Associate
Skills
About the role
IL0511 Chicago LPO, OH0713 NW Bancshares HQ
Job Description
About Northwest Sponsor Finance (NSF) Northwest Sponsor Finance (“NSF”), a division of Northwest Bank, provides senior credit facilities to private equity backed companies in the lower middle market. NSF’s professionals have collectively completed 200+ transactions representing $1B+ in commitments. As we continue to grow, we’re seeking an Analyst/Associate/Senior Associate to join our team and help underwrite and manage sponsor backed transactions across diverse industries.
Why This Role
You’ll work side by side with senior investment professionals from first look through close—and beyond. Expect meaningful reps in diligence, underwriting, financial modeling, credit memos, and documentation, plus portfolio management including upsizes, add ons, and amendments. You’ll see the full deal lifecycle, get direct exposure to sponsors and management teams, and have a real voice in credit decisions.
Essential Functions
Support the underwriting of credit facilities, including preparation of written documents including internal screen and other memos, term sheets and proposal letters, and credit approval presentations
Participate in the communication with transaction stakeholders including internal management and credit partners, subordinated lenders, private equity sponsors, and company/borrower
Prepare and manage financial models to support underwriting transactions.
Conduct industry research to supplement diligence materials and third-party reports
Assist with the support, preparation, and presentation of monthly portfolio company reviews
Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Preferred Education and Work Experience
Bachelor's Degree in Finance, Accounting, Economics, or related field
2-6 years Due Diligence Accounting, Leveraged Finance, Investment Banking, Private Equity, or Private Credit/Direct Lending
General Employee Knowledge, Skills, and Abilities
Ability to establish effective working relationships among team members and participate in solving problems and making decisions
Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Excellent written and verbal communications skills.
Ability to multi-task and manage time and workload efficiently.
Strong work ethic and attention to detail.
Demonstrates effective working relationship with teammates.
Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint)
This role can be based from our Columbus, Ohio, or Chicago, Illinois, hub locations.
Questions about this role
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