Specialty Lending Analyst/Associate 

Specialty Lending Analyst / Associate 

Location: Tampa, FL

LCG Advisors is seeking an Analyst or Associate to join our Specialty Lending Group. This role is highly visible and involves direct interaction with institutional lenders, private credit funds, and banks engaged in specialty lending. The position focuses on conducting in-depth collateral and operational due diligence on subject companies across a range of industries including consumer finance, commercial specialty finance, healthcare, and technology-focused businesses. 

Primary Responsibilities: 

Conduct financial and operational due diligence services, including on-site or remote examinations, portfolio reviews, and acquisition due diligence on behalf of our clients

Utilize or develop Excel-based workpapers to complete scoped procedures for each project

Evaluate complex portfolios and credit structures within client-defined scope of work  

Collaborate with senior team members to identify portfolio risks, reconcile financial data, and assess operational performance.

Interact with clients regularly in a professional manner, including in calls, meetings, and periodic e-mail updates

Work directly with the subject company, often interacting with stakeholders and decision makers to discuss operational business updates, questions involving the scope of work, and obtaining insight into findings or observations for the client

Prepare comprehensive written reports summarizing findings, trends, and risk factors for clients

Qualifications & Experience: 

Bachelor’s degree in Accounting, Finance, Economics, or a related field. Candidates with degrees in other disciplines and relevant finance, accounting or data analysis experience will also be considered.

Prior Asset-Based Lending (ABL) knowledge or experience a plus, but not required

Prior exposure to consumer finance, commercial specialty finance, healthcare, or venture debt structures preferred, but not required

Advanced proficiency in Microsoft Office Excel and Word, or other data extraction programs

Strong analytical skills and a genuine curiosity for financial and operational data

Naturally inquisitive  

Excellent verbal and written communication skills

Attention to detail and pattern recognition

Ability to meet strict deadlines in a client-service environment and manage project overlap

Physical Requirements: 

Prolonged periods sitting at a desk and working on a computer

Must be able to lift up to 15 pounds at times

Flexibility for travel (up to 50%, typically Monday evening – Thursday afternoon when onsite) 

Currently, LCG Advisors does not intend to hire candidates who will need, now or in the future, LCG sponsorship through any non-immigrant visa category such as the H-1B, H-1B1, E-3, O-1, or TN.  

 
For additional information on LCG’s total rewards, visit our website at https://lcgadvisors.com/careers/.  
LCG Advisors is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans