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Sponsor Finance, Analyst to Senior Associate

Job in Concord, Cabarrus County, North Carolina, 28027, USA
Listing for: LE001 Northwest Bank
Full Time position
Listed on 2026-06-01
Job specializations:
  • Finance & Banking
    Financial Analyst, Risk Manager/Analyst
  • Business
    Financial Analyst, Risk Manager/Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Overview

Northwest Sponsor Finance (NSF), a division of Northwest Bank, provides senior credit facilities to private equity backed companies in the lower middle market. We are seeking an Analyst/Associate/Senior Associate to join our team and help underwrite and manage sponsor backed transactions across diverse industries.

Essential Functions
  • Support the underwriting of credit facilities, including preparation of written documents such as internal screening memos, term sheets, proposal letters, and credit approval presentations.
  • Communicate with transaction stakeholders—including internal management, credit partners, subordinated lenders, private equity sponsors, and company/borrower parties.
  • Prepare and manage financial models to support underwriting transactions.
  • Conduct industry research to supplement diligence materials and third‑party reports.
  • Assist with the support, preparation, and presentation of monthly portfolio company reviews.
  • Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations.
  • Navigate Microsoft Office and department‑specific software to maximize technology tools and gain efficiency.
  • Work as part of a team; utilize on‑site equipment.
Qualifications
  • Bachelor’s Degree in Finance, Accounting, Economics, or related field.
  • 2–6 years of experience in Due Diligence, Accounting, Leveraged Finance, Investment Banking, Private Equity, or Private Credit/Direct Lending.
  • Ability to establish effective working relationships, present ideas clearly, actively listen, and develop tracking systems for monitoring own work progress.
  • Strong analytical judgment, excellent written and verbal communication skills, and an ability to multi‑task efficiently.
  • Strong work ethic, attention to detail, and ability to work independently and as part of a team.
  • Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint).
Location

This role can be based from our Columbus, Ohio, or Chicago, Illinois, hub locations.

Equal Opportunity Statement

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

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Position Requirements
10+ Years work experience
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