Fund Analyst
Carmel, IN Merchants Capital
Job Type
Full-time
Description

Our Fund Analyst will be responsible for assisting senior management in launching and managing new private equity debt funds, as well as other strategic initiatives for Merchants Capital and Merchants Bank of Indiana. The Fund Analyst will initially be responsible for maintaining critical operational functions for debt funds including administrative and compliance components, SEC registrations, custodian services, and investment protocols. If you are looking to launch your career in capital markets, then apply TODAY!


After one year as a Fund Analyst, you will know you were successful if you…

  • Interact with Loan Officers/Originators and Underwriters to track the progress of loans in the pipeline
  • Interact with Merchants Capital’s asset management team to monitor the performance of portfolio loans after closing
  • Maintain loan pipeline
  • Work with closing and fund legal teams to purchase loans
  • Interface with investors and warehouse facilities to finance loans
  • Gather monthly and quarterly property-level data to aggregate and synthesize reports to investors
  • Create short-form credit memos for the investment committee
  • Ensure compliance with fund-level underwriting parameters
  • Engage in discussions around risks and risk mitigants with committee members
Requirements

What we are looking for…

  • Ability to work independently and autonomously required.
  • Strong problem-solving skills and attention to detail are required.
  • Bachelor’s degree in finance or related field, or equivalent professional experience, is required.
  • Strong interest in learning and experiencing finance, structured products, agency (FNMA/FHLMC) and HUD lending, and fund management required.
  • Intermediate-level proficiency in Microsoft Excel is required.


Merchants Capital was established in August of 1990 as a mortgage banking firm specializing in multifamily housing and healthcare facilities finance. With extensive experience in these types of finance, the company is a premier provider and servicer of Multifamily, Affordable, Healthcare, and Student Housing. Our mission is simple: to provide the best origination and service of our loan and investment products with exceptional customer service, accuracy, creativity, speed, and conformance to regulations.

Merchants Capital Corp. (MCC) has originated and closed more than $14 billion in financing and now services more than $10 billion. MCC’s primary source of funding is the secondary market of federally chartered agencies and the federal government and tax credit equity investors.


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