Company Description

Brightwood Capital, founded in 2010, is a leading middle market private credit platform focused on providing growth capital, primarily in the form of debt, to US-based companies with EBITDA of $5 million to $75 million. Brightwood and its ~40 employees manage more than $4 billion across SBICs, commingled funds, SMAs and a middle market CLO on behalf of mainly large institutional investors. All Brightwood managed funds possess the flexibility to invest in both debt and equity structures (e.g. unitranche, senior secured, second lien and subordinated debt, preferred stock, and equity). Brightwood focuses on five core industry verticals: Technology & Telecommunications, Healthcare, Business Services, Transportation & Logistics, and Franchising.

Position Description

The Analyst is responsible for the day-to-day monitoring of the credit portfolio management system, as well as managing all processes related to reporting financial/credit information to external parties or groups within the firm. The Analyst will be ensuring reporting deadlines are met in a timely manner, as well as monitoring the portfolio in an efficient manner. It will be necessary to work closely with the Risk Team members, as well as other internal departments.

Responsibilities

• Buildout and ongoing monitoring of portfolio management credit system including data upload processes, monitoring deal closing information, maintaining current financial data, building new reports as needed, holding weekly/bi-weekly calls with the credit system provider, etc.
• Prepare reports highlighting portfolio analysis on an ongoing basis, or as requested, such as industry decks, credit dashboards, board decks, default/recovery analysis and presentations highlighting portfolio company specific metrics, etc.
• Work closely with different departments within the firm to fulfill a wide range of data requests in a timely manner, while maintaining a high level of quality.
• Spread financial statements, as requested.
• Assist in creation of marketing/fundraising presentations, as requested.
• Attend and participate in team meetings as needed.
• Assist Risk team with ad-hoc requests.
• Provide ad-hoc support to the Chief Risk Officer on various projects and presentations.

Key Requirements

• Bachelor’s degree, finance or business degree preferred
• Minimum 1-2 years of experience as an Analyst, or similar role, with focus on middle market lending-credit preferred
• Excellent verbal and written communication skills
• Fundamental credit analysis skills, including the ability to evaluate financial data and to calculate financial ratios
• Working knowledge of cash flow models
• Ability to distill a substantial amount of qualitative and quantitative information (operational and financial) into a succinct, coherent and actionable investment thesis
• Familiarity with loan documentation and credit agreements
• Sound judgment with willingness to put forth an opinion, often in situations where there is a time and/or information constraint
• Strong computer skills to include word processing and database/spreadsheet applications
• Demonstrated ability to be a collaborative and flexible team player • Ability to organize, prioritize, and take proactive measures to manage workload and/or issues with appropriate urgency, timeliness, and responsiveness to meet deadlines and organizational needs