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Work at a Portfolio Company

Investment Director

Goldfinch

Goldfinch

Administration
New York, NY, USA · Remote
Posted on Jul 2, 2024
Backed by top investors including Andreessen Horowitz, Bill Ackmann, and Kindred Ventures, Heron Finance is unlocking the power of private markets. For decades, private markets have been the secret weapon of the biggest institutional investors. We believe technology can not only open access to this increasingly important asset class, but create a fundamentally better product—for everyone.
Our mission is about more than just investing, it's about unlocking potential. We envision a future system where anyone with a great idea can access the capital they need, and where any investor can participate, supporting that growth and sharing in its success.
We are seeking an experienced private credit investment professional to lead our research efforts. This foundational role within our newly established unit will involve both qualitative and quantitative assessments of private-credit managers and strategies. The Head of Research will play a pivotal role in shaping the direction and success of our credit team, reporting directly to the Chief Credit Officer.
This role is full time, preferably located in New York City or the Bay Area. Open to remote for the right candidate.

What you’ll be doing (i.e. job duties):

  • Lead all aspects of private-credit manager selections, asset purchases, and investments, including underwriting, due diligence, legal documentation, and monitoring
  • Conduct fundamental research and provide recommendations on investment strategies, thematic trends, and tactical opportunities
  • Create and maintain proprietary models to programmatically score, and update risk profiles of, loan assets
  • Perform on-going monitoring of funded investments on recurring and ad hoc basis
  • Establish standard operating procedures for end-to-end investment process
  • Partner with fund managers and internal Finance and Operations teams to ensure frictionless onboarding and scalable risk monitoring
  • Partner with product, marketing, investors relations, and other teams on strategic and business development projects

What we look for in you (i.e. job requirements):

  • 5+ years of private-credit manager research and due diligence experience as an institutional investor at a fund of funds, asset management firm, or similar institution
  • 2+ years of credit underwriting experience at a private credit fund, an investment bank, or a buy-side institution
  • Strong credit analysis, three-statement financial modeling, and legal documentation skills
  • Process-driven and adept at performing according to established standard operating procedures
  • Ability to thrive in fast paced, entrepreneurial environment, with limited oversight
  • Excellent interpersonal skills across a variety of communication styles
  • Extreme intellectual and personal integrity
  • Ownership mentality

Nice to haves:

  • CFA
  • Startup experience
We aim to hire great people from a wide variety of backgrounds - not just because it’s the right thing to do, but because it makes our company stronger. People from all across the globe and all walks of life participate in our protocol, and we'd like our team to reflect that. If you share our interest in DeFi and our passion for promoting financial inclusion, we'd love to have you on the team.