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Senior Investment Analyst, Technology - Specialty Finance (Public Company)

Coda Search

Coda Search

Accounting & Finance, IT
San Francisco, CA, USA · São Francisco do Sul, State of Santa Catarina-000, Brazil · Remote
Posted on Aug 28, 2025

A publicly traded BDC and specialty finance leader specializing in venture-growth capital for high-growth, VC-backed technology companies is seeking a top-performing Senior Analyst to join its Technology Investment Team.

This role offers direct deal exposure in underwriting and portfolio management, evaluating and financing high-growth, venture-backed technology companies. It is a unique opportunity to build a strong foundation in financial analysis, diligence, and valuation without a business development component.

Responsibilities:

  • Partner with senior investment professionals to conduct due diligence, financial modeling, and valuation analysis on prospective technology investments
  • Assess company financials, operational performance, and industry positioning to identify opportunities and risks
  • Support ongoing portfolio management by maintaining relationships with management teams, monitoring performance, and ensuring compliance with reporting and financial covenants
  • Prepare presentations and investment materials for internal committees and senior leadership
  • Contribute to business development efforts by building and strengthening sponsor, client, and partner relationships
  • Provide strategic analytical support across a variety of high-impact projects

Qualifications

  • Bachelor’s Degree in Finance, Accounting or Economics required
  • 2-3 years of work experience as an Investment Banking Analyst in Technology or Private Credit
  • Comprehensive knowledge of financial statements including allocation of overhead expenses, asset and inventory accounting and valuation methodologies