Associate, Special Assets

Purpose and Job Summary

ORIX USA is seeking an Associate for the Special Asset (workout/restructuring) team in Dallas, Texas. The investment professional will be an integral part of the team, responsible for a wide variety of tasks, including financial analysis and modeling, investment monitoring, preparing comprehensive and insightful restructuring memoranda, and coordinating legal review and documentation for deal closings.  The successful candidate will have an opportunity to work on debt and equity investments across multiple lines of business. Positions span numerous industries and primarily consist of senior secured loans, second-lien debt, mezzanine debt, and equities.

Essential Duties & Responsibilities

• Perform comprehensive credit analysis to evaluate capital structures, company fundamentals, cash flow, and industry trends on an ongoing basis

• Construct and maintain financial cash flow models and valuation analyses

• Work with ORIX Special Asset portfolio companies, including monitoring performance, attending board meetings, and providing timely updates to senior executives on developing credit situations

• Prepare term sheets, credit applications, and other documentation required for approval by the investment committee and executive management

• Prepare quarterly investment and watchlist reports for senior management’s review 

Contacts

This position has frequent contact with all levels of employees and management. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors.

Education, Skills & Experience

• Undergraduate degree in finance, accounting, economics, or related subject; completion or progress towards an MBA or CFA preferred

• 3 to 5 (Associate) years of underwriting, portfolio management, and/or workout experience at an investment or large commercial bank with completion of a formal credit training program

• In-depth understanding of credit, including a firm understanding of related documentation

• Strong accounting, valuation, and financial modeling skills

• Keen ability to construct concise, persuasive verbal and written investment/restructuring memoranda

• Superior analytical, organizational, and written and verbal communication skills

• Demonstrated ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines

• Ability to manage multiple assignments simultaneously without constant supervision

• High proficiency in Microsoft Office: Microsoft Excel, Word, Outlook, and PowerPoint

• Ability to travel, as needed, sometimes with short notice

• Strong team orientation and the ability to thrive in a fun, performance-driven environment

• Solid interpersonal skills with success as an approachable collaborator at all levels of an organization

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.