Purpose and Job Summary:
ORIX USA's Infrastructure and Public Finance Group seeks an Associate with 3-5 years of experience. This investment professional will be integral to the team, responsible for credit underwriting, strategic initiatives, portfolio management, and new business origination.
IPF is an innovative, flexible source of private credit for Infrastructure and Social Infrastructure borrowers. Our strategy invests in both taxable and tax-exempt projects.
Essential Duties and Responsibilities:
Evaluate and underwrite private credit investment opportunities
Communicate regularly with outside business partners, clients, and others
Screen new opportunities sourced by the IPF Origination team
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Assist in due diligence, structuring, and closing of new investments
Participate in drafting of credit applications and associated approval documentation
Assist in monitoring for compliance and analyzing key performance and industry indicators
Build and maintain financial models for transactions
Work as part of a team to develop independent and fact-based investment recommendations
Some travel may be required
Education, Skills and Experience:
3+ years of debt investing or investment banking expertise
Strong financial modeling and analytical skills with a high proficiency in Microsoft Excel
Sound business judgment and decision making abilities
Solid organizational and communication skills
Ability to manage multiple assignments simultaneously and meet deadlines
Collaborative attitude willing to assist a high-performance team
Ability to adjust priorities in a rapidly changing environment
Required:
Bachelor's degree from accredited four-year university in finance, economics, or related field required
Preferred:
Master's degree from accredited university, CPA, or CFA beneficial but not required
Life at ORIX
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.
You Time
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.
Family Care
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.
Flexible Work Arrangements
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.
ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.