Demo

Vice President - Investment team

JSS
San Francisco, CA Full Time
POSTED ON 7/18/2026
AVAILABLE BEFORE 8/16/2026

The new Vice President will work as a core member of the Investment Team and contribute to a broad range of functions, including managing deal execution, sourcing, credit analysis, financial statement/model review, scenario modeling, and portfolio monitoring. My client is looking for an individual passionate about fintech with an excellent understanding of specialty finance / asset-backed corporate finance.


Responsibilities:

  • Be a meaningful contributor to deal sourcing by identifying and connecting with emerging companies.
  • Draft comprehensive investment memos with solid intuition around the relevant topics/risks to address
  • Lead commercial due diligence and manage the legal, due diligence and documentation process
  • Underwrite investment opportunities utilizing collateral-specific credit analyses (e.g., building collections/charge-off curves, measuring loss coverages, calculating investment returns)
  • Review diligence materials with a focus on evaluating and manipulating loan tapes to perform credit analysis
  • Exhibit subject matter expertise across financial statement analysis and fixed-income transaction mechanics
  • Work fluently with large and diverse datasets
  • Monitor portfolio companies to ensure accurate reporting and generate performance reviews
  • Develop various pieces of marketing content to build the firm's


Qualifications:

  • Bachelor’s degree
  • 5–7 years of experience across structured / asset-based finance, private credit investing, or debt capital markets / leveraged finance.
  • Strong knowledge of credit underwriting and accounting principles
  • A professional network in the fintech and specialty finance ecosystems
  • Advanced Excel skills (Alteryx a plus)


Other desired skills:

  • Strong written and verbal communication skills
  • Highly organized with the ability to multi-task and manage priorities against key deadlines
  • Must be able to work independently but contribute in a team-oriented environment
  • Acute attention to accuracy and detail
  • Creativity and a solution-oriented mindset
  • No ego


Salary.com Estimation for Vice President - Investment team in San Francisco, CA
$279,545 to $374,312
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