Key Responsibilities

1. Investor Relations Support
Support the day-to-day execution of investor relations activities by ensuring timely, accurate, and well-organized reporting and documentation.

• Coordinate investor due diligence by working with internal stakeholders to collect, validate, and organize requested information.
• Prepare recurring investor reports, business updates, board materials, and presentation decks.
• Review financial and operational information to ensure accuracy and consistency prior to distribution.
• Maintain the investor data room and ensure supporting documentation remains complete and up to date.
• Track investor requests and coordinate follow-ups with internal stakeholders.

2. Debt & Lender Management
Support the execution and administration of debt facilities throughout the funding lifecycle.

• Coordinate lender due diligence and financing documentation with internal stakeholders.
• Prepare and submit periodic lender reports accurately and on schedule.
• Coordinate lender QA processes with Operations and ensure timely resolution of outstanding findings.
• Maintain financing agreements, legal documentation, facility records, and lender documentation.
• Support debt fundraising activities by preparing due diligence materials, coordinating documentation, facilitating lender onboarding, and monitoring financing milestones.
• Monitor lender reporting obligations and ensure compliance with financing requirements.

3. Funding Monitoring & Planning Support
Maintain funding information and monitor financing obligations to support funding planning.

• Maintain debt schedules, repayment calendars, facility utilization trackers, and funding plans.
• Monitor covenant compliance, debt maturities, repayment schedules, and financing milestones, highlighting upcoming actions or potential issues to the Head of Funding.
• Prepare and maintain funding dashboards and trackers to support funding planning and financing decisions.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• min 3 years of relevant experience, preferably in Corporate Banking, Commercial Banking, Corporate Finance, Debt Capital Markets, Investor Relations, or related fields.
• Experience working with lenders, investors, financial institutions, or external stakeholders is preferred.

Technical Skills

• Strong understanding of financial statements and financial analysis.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Comfortable reviewing, validating, and analyzing financial and operational data with a high degree of accuracy.
• Familiarity with debt documentation, financing agreements, covenant monitoring, and due diligence processes is an advantage.
• Experience in financial modeling and cash flow forecasting is an advantage.

Competencies

• Strong attention to detail and commitment to accuracy.
• Excellent coordination and project management skills.
• Strong written and verbal communication skills.
• Ability to work cross-functionally and manage multiple stakeholders effectively.
• Ability to manage multiple priorities and recurring deadlines in a fast-paced environment.
• High integrity and professionalism in handling confidential financial information.