Associate/Senior Associate - Underwriting and Portfolio Management at Horizon Technology Finance Management LLC

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

28 May, 26

Salary

185000.0

Posted On

27 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Underwriting, Portfolio Management, Financial Statement Analysis, Financial Modeling, Investment Committee Memos, Due Diligence, Legal Documentation Review, Venture Debt, Technology Industry Knowledge, Life Science Industry Knowledge, Credit Research, Equity Research, Accounting Knowledge, Microsoft Office, Written Communication, Oral Communication

Industry

Venture Capital and Private Equity Principals

Description

Description Description Horizon is searching for candidates to join its investment team in the NY office for a role underwriting. The candidate will work as part of a team underwriting investment opportunities as well as managing existing portfolio investments. Job Responsibilities Analyze potential investment opportunities via review of offering materials, industry research, financial statement analysis and modeling, etc. Prepare investment committee memos for formal investment approval process and present potential transactions to investment committee. Interface with investment bankers, private equity firms, third-party due diligence providers, external research resources, and other lending professionals as part of the underwriting and due diligence process. Participate in review of legal terms and documentation on individual transactions. Manage portfolio of software investments, including performing ongoing due diligence, monitoring of portfolio companies, and communicating updates to investment committee. Prepare memos summarizing amendment transactions for portfolio deals. Requirements The ideal candidate will have 2-4 years of experience in the following areas: (1) Venture debt experience with a technology and/or life science focused bank or venture lending organization, (2) Credit/equity research Bachelor’s degree in finance or other related field Understanding of technology and/or life sciences company metrics and interest in the technology space Strong finance and accounting knowledge, as the candidate will need to build financial models, analyze financial statements, and have a firm grasp on cash flow dynamics. Ability to multi-task while working under tight deadlines. Strict attention to detail and strong mathematical skills. Extensive knowledge of and experience with Microsoft Office products. Strong written and oral communication skills, as the candidate will prepare internal investment materials and present to investment committee. Collaborator that enjoys working in a fast-paced, collegial environment. Physical Requirements Sitting: Frequently (approximately 70–80% of the workday) for computer work, phone communication, and administrative tasks. Standing and Walking: Occasionally (approximately 20–30% of the workday), including walking between Monroe offices or meeting rooms. Lifting/Carrying: Occasionally required to lift up to 10 pounds. Reaching: Extending arms to access files, use printers, grab supplies; often includes overhead reach, sometimes with a step stool for higher shelves. Bending/Stooping: Bending at the waist or knees to reach items on low shelves, under desks (cords, equipment), or pick up dropped items. Typing/Keyboard Use: Frequently required for daily computer and administrative tasks. Vision and Hearing: Adequate for reading reports, emails, spreadsheets, and verbal communication. Speaking: Frequent verbal communication with staff, vendors, and external partners. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. Compensation: It is expected that the base salary range for this position will be $140,000 - $185,000. Actual salaries may vary based on factors such as skills, experience, and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at-will position’ and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. About Horizon Technology Finance Horizon is a leading venture lending platform that thoughtfully and creatively provides structured debt products to life science and technology companies. Horizon’s experienced team of investment and operations professionals has been providing debt capital to some of the most exciting companies for decades. The members of the Horizon team have, collectively, originated and invested more than $5 billion in venture loans to thousands of companies. Since 2004, Horizon has directly originated and invested $3.8 billion in venture loans to more than 360 growing companies. With Horizon’s industry knowledge and proven reliability as a capital source, combined with its long-standing relationships in the venture capital community, the Horizon team shares the optimism of its portfolio companies and their commitment to overcome any obstacles to success. In 2023, Horizon was acquired by Monroe Capital, which provides Horizon with access to Monroe’s platform, expertise and resources to scale Horizon’s sourcing and debt financing capabilities to dynamic, growing companies in the technology, life sciences, healthcare information and services, and sustainability industries.

Responsibilities

The role involves underwriting potential investment opportunities through research and financial analysis, preparing necessary documentation, and presenting transactions for investment committee approval. Additionally, the candidate will manage existing software investments by performing ongoing due diligence and monitoring portfolio companies.