As part of the GIIN’s mission to accelerate the scale and effectiveness of impact investing, we publish job openings from GIIN members and other impact investing leaders.

Associate

at TriLinc Global in Manhattan Beach, CA

About the Job

This position will report directly to Deal Team Lead / VP of Investments and is a key support member of the TriLinc Global, LLC investment team. The Associate will participate in the credit analysis and portfolio management of TriLinc’s funds and utilize analytical tools to develop reliable financial projections and determine the attractiveness and profitability of borrowers.

RESPONSIBILITIES:

Overall

  • Assist in performing all tasks necessary to achieve the organization’s mission and help execute growth plans.
  • Represent TriLinc in a manner that is consistent with our purpose, mission, vision and values.
  • Participate in overall strategy discussions for TriLinc Global to ensure we meet our goal of becoming a multi-billion dollar investment company.
  • Actively support the culture of accountability for execution and results.

Credit Analysis

  • Conduct detailed credit analysis for portfolio companies within both trade finance and term loans as needed, including: creating and monitoring cash flow projections, analysis of financial statements, loan documentation and collateral, and compliance with TriLinc’s Investment Guidelines and Restrictions.
  • Identify key investment risks and be able to assess performance assumptions.
  • On a daily basis engage with key on the ground partners in various developing markets.
  • Review and monitor pertinent metrics and covenants that may impact position performance.
  • Review and be able to provide input as to position level structure and documentation.
  • Monitor both macro and credit specific events that could impact performance on a proactive basis.
  • Review credit data entered and reports generated in eFront (TriLinc’s portfolio reporting platform), including: position metrics, documentation uploads, payment reconciliations and dashboard reporting.
  • Review Position Monitoring Report for each portfolio company.
  • Complete quarterly review performance reviews for portfolio companies, including position ratings, position valuation and other reports as needed
  • Prepare detailed credit memos for new investments opportunities and present findings to Credit Committee and/or Investment Committee.

Portfolio Management

  • Utilize and review TriLinc’s proprietary macro-economic analysis platform (MAP).
  • Serve as a non-voting participant of the TriLinc Investment Committee (IC) and Credit Committee (CC).
  • Participate in the maintenance and enhancement of all investment department policies, procedures and processes.
  • Assist in performing all tasks as necessary to ensure that TriLinc’s funds meet their return objectives and stay in compliance with all regulatory requirements.
  • Prepare quarterly investment partners performance report.

Other Investment Department Responsibilities

  • Conduct sourcing and due diligence of new potential investment partners.
  • Coordinate all associated materials for Investment Committee meetings.
  • Maintain compliant investment department files, including materials associated with investment partners due diligence.
  • Review reporting materials for Board Meetings.
  • Attend local development finance events.
  • Assist CIO and investment team as needed.

Qualifications

EDUCATION AND EXPERIENCE:

  • At least 4 years of applicable investing experience, fixed income, leverage finance, investment banking, corporate banking, and/or private asset experience preferred
  • Bachelor’s degree (B.A.) from four-year institution, preferably in finance, statistics, mathematics, accounting, economics, or similar related study focus.
  • Advance degree (masters) in economics, finance and/or business administration a plus.
  • Professional designations in progress a plus, such as: CFA, CAIA, CBA/CBF/CCE, CRC.

SPECIFIC KNOWLEDGE AND SKILLS:

  • Passion for our mission to create positive impact.
  • Experience utilizing Excel for financial modeling purposes.
  • Ability to analytically assess the financial position of a company and communicate findings, both written and verbally.
  • Preference for prior experience with managed investment products.
  • Interest in socio-economic development and knowledge of emerging market investing a plus.
  • Ability to read and interpret complex legal documents.
  • Ability to work across cultures, communicate with colleagues in different time zones and be an effective team player.
  • Strong organizational and time management skills
  • Excellent communication skills.
  • Flexible schedule to allow for availability to other investment department members as needed.
  • Fluency in Spanish and Portuguese is a plus.

To apply

TriLinc Global

TriLinc empowers investors to use their private capital to make a positive social impact without compromising return. Our impact investment strategy provides capital and growth to the companies, regions, and people that need it the most.

Impact investing can not only reward investors with attractive returns; it can also change our world for the better.