Trinity Capital Inc.
Director, Credit & Portfolio – Equipment Finance
Trinity Capital Inc., Phoenix, Arizona, United States, 85003
Trinity Capital Inc., a leading provider of diversified financial solutions to growth stage companies and internally managed BDC, is looking for an experienced professional to join its world-class team as the Director, Credit & Portfolio – Equipment Finance team in Phoenix. This is an exciting opportunity with a rapidly growing, publicly traded company, where you’ll play a key role in conducting in-depth credit risk analysis on innovative, cutting-edge companies.
Job Description
The Director, Credit & Portfolio will be responsible for credit underwriting for prospective new portfolio companies as well as managing existing portfolio relationships. The successful candidate will have at least five years of directly applicable credit experience and will be deeply familiar with performance metrics ideally from Equipment Finance business models. Strong written and verbal communication skills are a must, as the role requires ongoing collaboration with Origination team members and regular presentations to the Trinity Investment Committee. This position offers exposure to leading venture capital investors, and a wide cross-section of emerging growth companies within the Equipment Finance landscape.
Duties and Responsibilities
Collect and review submitted data from prospective portfolio companies; work with Originations team and Client Company management to address any gaps or deficiencies
Evaluate and summarize financial data from prospective client companies; identify key assumptions and trends, and highlight any inconsistencies
Work closely with the Originations team on the assessment of new opportunities and clearly communicate recommendations for accept / reject decisions; assist in developing ideas for transaction structure
Research industry drivers and opportunities; assess potential impact of key value drivers on business plan assumptions
Conduct deep-dive analyses of prospective client companies’ financial results, forecasts, business plans, intellectual property, collateral, etc.
Participate in the due diligence process, including calls with client company’s executive management, investors, and customers, as well as on-site visits when appropriate
Prepare investment committee presentation material and present analysis results to Credit Team peers and Investment Committee in a clear and concise manner
Mentor and train junior team members, supporting their professional development and contribution to overall team success.
Characteristics
Analytical mindset
Clear and concise written and verbal communication skills
The ability to collaborate across functional groups
Ability to multitask and maintain a broad perspective along with intense focus
Positive attitude and strong work ethic
Requirements
Bachelor’s degree in a business discipline, preferably Finance
A minimum of five (5) years of industry experience in a relevant role, such as investment banking, accounting, or consulting
Direct lending experience in Equipment Financing strongly preferred
High level of proficiency in Microsoft Excel and financial modeling
Deep familiarity with financial reports: income statement, balance sheet, and cash flow
Familiarity with and general understanding of the various aspects of business operations; e.g. sales, marketing, product development, production, etc.
Ability to multi-task and work in a fast-paced environment with firm deadlines
Strong and confident communication skills; meticulous attention to detail
Desired Requirements
MBA or MS Finance
Experience interfacing with attorneys and the negotiation of contracts
Familiarity with the terms of venture equity investing and capital structure
Familiarity with the key aspects of equipment leasing transactions
Personal network of entrepreneurs, investment bankers and financial sponsors
Experience in distressed financing situations
Physical Requirements:
Ability to sit, stand, talk, utilize a computer, and read computer screens for extended periods of time
Ability to lift up to 20 lbs
Other
Apply Now
We strive to create a positive and collaborative work environment where creativity and innovationcan thrive.
#J-18808-Ljbffr
We strive to create a positive and collaborative work environment where creativity and innovationcan thrive.
#J-18808-Ljbffr