Qureos Mentor

FinStrat Management

<div><h1 class="jobSectionHeader"><b>The Role</b></h1><p>
We are seeking a strategic, finance-savvy <b>Loan Officer</b> with experience in venture capital, private equity, or structured lending to support our deal team in underwriting, due diligence, loan servicing, and ongoing portfolio management. This role requires a deep understanding of credit structures for investor-backed companies and strong analytical and relationship-management skills.</p><h2 class="jobSectionHeader"><b>
Key Responsibilities:</b></h2>
<h4 class="jobSectionHeader"><b>Loan Origination &amp; Structuring:</b></h4>
Evaluate VC- and PE-backed companies for creditworthiness by analyzing financial statements, cap tables, investor profiles, and market dynamics<br>
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Structure and originate loan products such as venture debt, acquisition financing, growth capital, and working capital lines<br>
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Collaborate with internal teams (investment, legal, operations) to finalize term sheets, credit approvals, and legal documentation</li></ul><br>
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<h4 class="jobSectionHeader"><b>Due Diligence:</b></h4>
Lead and coordinate financial, legal, operational, and management due diligence on prospective borrowers<br>
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Assess company burn rate, revenue quality, unit economics, churn metrics, and customer concentration<br>
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Review corporate governance documents, capitalization structures, intellectual property status, and key contracts<br>
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Work closely with external counsel, third-party diligence providers, and internal stakeholders to validate underwriting assumptions<br>
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<h4 class="jobSectionHeader"><b>Loan Servicing &amp; Portfolio Management:</b></h4>
Oversee onboarding and disbursement processes for newly originated loans<br>
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Monitor loan performance, borrower compliance with covenants, financial reporting obligations, and key risk indicators<br>
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Manage periodic portfolio reviews, risk grading, and exposure analysis<br>
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Coordinate amendments, waivers, renewals, or restructurings as needed<br>
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Serve as primary point of contact for borrowers post-close, ensuring a high-quality client experience and proactive issue resolution<br>
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<h4 class="jobSectionHeader"><b>Relationship Management &amp; Market Engagement:</b></h4>
<ul><li>Build and maintain relationships with startup founders, CFOs, VC/PE partners, and advisory networks to drive deal flow</li><li>
Track market trends, sector developments, and capital market dynamics relevant to growth-stage lending</li></ul><p></p><h1 class="jobSectionHeader"><b>
Qualifications</b></h1>
7+ years of experience in venture debt, private credit, structured finance, commercial banking, or related financial services<br>
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Strong credit analysis, financial modeling, and deal structuring skills<br>
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Prior experience with due diligence and ongoing loan servicing of investor-backed companies is required<br>
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Excellent communication and relationship-building skills<br>
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Familiarity with SaaS metrics, startup financials, and growth company dynamics preferred<br>
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Proficiency in Excel, loan servicing, and portfolio monitoring tools</li></ul>
<h3 class="jobSectionHeader"><b>Education &amp; Certifications:</b></h3>
Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA, CPA or CFA a plus<br>
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Understanding of applicable lending regulations and best practices in credit risk management</li></ul><p></p><h1 class="jobSectionHeader"><b>
Benefits &amp; Perks</b></h1><ul><li>
Compensation commensurate with experience</li><li>
Flexible work schedule</li><li>
Unlimited vacation</li><li>
Medical, dental, and vision insurance</li><li>
Ongoing education and training</li><li>
Bonuses and profit-sharing</li></ul></div>

Loan Officer

<div><h1 class="jobSectionHeader"><b>The role:</b></h1>
<p>We are seeking an experienced <b>Institutional Sales </b>professional to help drive our fundraising efforts and strengthen our relationships with the broader investment community. This role is critical to articulating our growth story, engaging current and prospective investors, and supporting capital strategy in a fast-paced startup environment.</p>
<p>The ideal candidate will have hands-on experience managing <b>due diligence processes</b>, coupled with an <b>established network of family offices, high-net-worth individuals, and strategic investors</b>. You will partner closely with the executive team to develop compelling narratives, prepare investor materials, and ensure transparent communication throughout the investment lifecycle.</p>
<p></p><h1 class="jobSectionHeader"><b>Key Responsibilities</b></h1>
<ul><li><p><b>Fundraising &amp; Investor Engagement</b></p>
<ul><li><p>Leverage your existing network to identify, cultivate, and expand relationships with family offices, high-net-worth individualsand strategic investors.</p>
</li><li><p>Support fundraising campaigns, roadshows, and one-on-one investor meetings.</p>
</li><li><p>Craft and deliver compelling presentations, pitch decks, and financial updates that communicate our vision and growth trajectory.</p>
</li></ul></li><li><p><b>Due Diligence &amp; Capital Process Management</b></p>
<ul><li><p>Support the investor due diligence process, including data room preparation, financial documentation, and strategic Q&amp;A.</p>
</li><li><p>Partner with legal, finance, and executive leadership to ensure accuracy and timeliness of all materials shared with investors.</p>
</li><li><p>Anticipate investor questions and proactively address information gaps.</p>
</li></ul></li><li><p><b>Investor Communications</b></p>
<ul><li><p>Serve as a key point of contact for current and prospective investors.</p>
</li><li><p>Share and respond to quarterly updates, investor letters, and ad hoc communications that highlight milestones, performance metrics, and strategic initiatives.</p>
</li><li><p>Ensure consistency of messaging across all investor interactions.</p>
</li></ul></li><li><p><b>Market Insights &amp; Storytelling</b></p>
<ul><li><p>Monitor industry trends, competitor activity, and investor sentiment to help position the company strategically.</p>
</li><li><p>Advise the leadership team on investor expectations and fundraising best practices.</p>
</li><li><p>Continuously refine our narrative to resonate with the venture ecosystem.</p></li><br>
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<h1 class="jobSectionHeader"><b>Requirements</b></h1>
<ul><li><p>Bachelor's degree in Finance, Business, Economics, or related field; MBA or CFA a plus.</p>
</li><li><p>5+ years of experience in <b>investor relations, venture capital, investment banking, or startup fundraising</b>.</p>
</li><li><p>Proven track record supporting capital raises and managing due diligence processes.</p>
</li><li><p>Strong network within the <b>venture capital and growth investment community</b>.</p>
</li><li><p>Excellent written, verbal, and presentation skills, with the ability to translate complex financial and strategic concepts into clear, persuasive narratives.</p>
</li><li><p>High level of adaptability and comfort working in a fast-moving startup environment</p></li></ul>
<p></p><h1 class="jobSectionHeader"><b>Benefits</b><br>
</h1>
<ul><li>Compensation commensurate with experience</li><li>
Flexible work schedule</li><li>
Unlimited vacation</li><li>
Ongoing education and training</li><li>
Bonuses and profit-sharing</li></ul></div><p></p>

Institutional Sales

Join FinStrat Management and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

FinStrat Management

ABOUT_COMPANY

Loan Officer

Institutional Sales