Own and manage the full draw cycle for all active development projects across multiple lenders.
Serve as the primary point of contact for all lenders—managing all day-to-day communication and back-and-forth required to advance and receive draws.
Act as the operational bridge between construction and capital teams.
Sanctuary is a US-based real estate company that builds nature-led, wellness-centered communities. We are a global team of designers, architects, engineers, and dreamers building spaces that restore and inspire.
Identify and cultivate relationships with borrowers to drive consistent deal flow.
Lead the full placement process: structuring capital stacks and negotiating term sheets.
Translate real-time capital markets conditions into actionable guidance for clients.
WelcomeLend is a rapidly growing middle market capital markets advisory firm. We combine experienced capital markets experts with technology to deliver efficient deal execution; they have closed over $3B in transactions and are growing quickly.
Support the building, maintenance, and auditing of financial models for tax equity transactions.
Assist in the preparation of investment materials for Investment Committee, including transaction economics, sensitivities, and risk analyses.
Work closely with Senior Managers, Principals, and the Senior Principal on transaction structuring, execution, and deal coordination.
Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. Their team of 95+ is composed of experts in energy, tax, finance, government, and technology with a remote-first operating model and a high-growth culture.
Drive technical delivery excellence by overseeing financial modeling, due diligence, and transaction execution
Lead transaction teams to successfully execute financial advisory mandates
Mentor, develop, and manage junior team members
Agentis Capital Advisors is a leading global financial advisor known for delivering value and advice to clients. They act as sell-side and buy-side advisors on global transactions including renewable power, energy, digital, transportation, and public-private partnerships.
Lead the structuring, negotiation, and execution of debt facilities.
Manage relationships with existing lenders and develop materials for ongoing communication.
Conduct market research to benchmark Clara's debt terms against industry peers.
Clara is the fastest-growing company in Latin America and has built the leading solution for companies to make and manage all their payments. They help over 20,000 large and growing businesses operate with agility and financial clarity. They are certified as a Great Place to Work and have a product-led, high-talent-density culture — designed for builders who raise the bar.
Conduct commercial real property research and analysis.
Prepare valuation and expert advisory reports for various purposes.
Manage document requests, build valuation models, and conduct site visits.
J.S. Held is a global consulting firm combining technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. They foster a high-energy, collaborative environment that rewards hard work and values employees as people needing flexibility.
Partner with the Strategy team on initiatives, including De Novo Growth and Strategic Real Estate projects.
Build financial models and decision-support tools that guide business priorities and capital allocation.
Conduct market and competitive analysis to identify trends, opportunities, and risks.
Alliance Animal Health is a fast-growing veterinary services organization in the United States, with a network of 260+ partner hospitals across the country. We partner with veterinarians and practice owners to deliver business, operational, marketing, recruiting, and real-estate support.
Own and scale a healthcare partner lending program
Match borrowers to the right lender categories and build lender panels.
Drive closed deals and funded volume, using data to prioritize opportunity.
Urrly is a seed-stage fintech company building partner-driven lending programs across healthcare and other business markets. They are a team of about 12 with revenue under $10M, operating with a capital-efficient model, and generally have 12-24 months of runway.
Assist in reviewing credit applications and gathering documentation for analysis.
Input and organize financial data to support deeper evaluations by the underwriting team.
Ensure proper documentation of underwriting decisions and maintain up-to-date records.
Keep provides Canadian businesses with cross-border banking services like credit cards, deposit accounts, currency conversion, and revenue financing. It is a venture-backed fintech startup led by experienced entrepreneurs, with a remote-friendly, inclusive, and collaborative culture.
Build forecasts vs. actuals for real estate assets
Build and improve workflows using Claude Code
Automate recurring finance and reporting tasks
We use AI to review applications ensuring fairness and objectivity, focusing on skills, certifications, and experience. Our goal is to create a more objective, consistent, and equal opportunity hiring process for all applicants.
Develop foundational skills for credit research, including industry analysis.
Spend time learning from our Analysts, Traders, and Portfolio Managers.
Complete several group and independent projects, including a capstone credit pitch.
T. Rowe Price is a premier global asset management organization with more than 85 years of experience. We provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. The firm has a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Research LPs, family offices, and institutional allocators.
Assist with deal intake and internal tracking.
Manage scheduling, logistics, and documentation for fundraising processes.
Decile Group is transforming venture capital into a force for good in the world. They are working to launch 10,000 next-generation venture capital firms by 2030 with an integrated platform for modern venture capital, spanning education, software, and fund operations.
Support preparation and filing of periodic and current reports, including Forms 10-K, 10-Q, 8-K, and related exhibits and schedules.
Assist with equity plan administration, including tracking grants, vesting, exercises, settlements, and disclosures.
Help maintain corporate records, board and committee materials, and governance documentation.
Wealthfront's mission is to create a financial system that favors people, not institutions. They build powerful, low-cost, and easy-to-use financial products. Wealthfront has over 1 million clients and $85 billion of their hard earned savings.
Serve as the go-to financial authority on percentage-of-completion accounting across the portfolio.
Actively use AI tools as operating infrastructure to accelerate financial analysis, automate routine modeling, and surface insights at the pace of the business.
Serve as the financial operating voice on every deal the team pursues; contribute a grounded operating perspective to investment committee discussions pre-close.
Cobalt Service Partners is building the leading commercial access and security integration business in North America. Backed by Alpine Investors, a private equity firm specializing in middle-market companies in the services and software industries with $15B+ in AUM, Cobalt has scaled rapidly since launch.
Thoroughly evaluate credit and property documents in loan files to identify potential risks.
Advise on loan decisions, approving, declining, or suspending loans based on underwriting guidelines and investor requirements.
Maintain underwriting turn times and provide guidance to processors and loan officers on a case-by-case basis.
New American Funding is a mortgage company. They are committed to helping families realize the American Dream of home ownership with a variety of loan options and a streamlined process.
Build the department ground up, while performing line level roles as volume and need dictate.
Hire and manage direct reports to maximize productivity, ensure accurate lending decisions, appropriate controls, effectiveness and efficiency.
Partner with credit policy to refine lending policies, and update procedures as needed to improve efficiency or provide additional risk controls for the department.
Longbridge helps seniors unlock the power of their home equity. They have earned a reputation for making it easy and stress-free to access home equity and have been named a Great Place to Work® three years in a row.