Debt Capital Consultant - CA/CFA/IIM/ISB/MDI/FMS

About the Role:

As a Debt Capital Consultant, you will drive deal management acting as the bridge between clients and lenders. You will oversee deal structuring, lender coordination, documentation, and portfolio management, ensuring smooth funding processes and excellent client relationships.

Client Acquisition & Engagement:

- Identify and engage with potential clients to expand the Recur Club client portfolio.

- Assess clients' funding requirements, including quantum, pricing, security, and use cases.

- Build and nurture strong, trust-based relationships with clients by adopting a "co-founder mindset" to act as a strategic partner in their growth journey.

Deal Management:

- Collect and validate all necessary data to curate and manage deal funnels across stages (Spark, Swift, Scale).

- Oversee the preparation and execution of engagement letters and validate deal one-pagers to ensure accuracy and compliance.

Lender Coordination:

- Present curated deals to lenders, articulating key insights to facilitate timely closures.

- Coordinate with lenders on documentation and promptly escalate any issues that arise during the process.

Portfolio Monitoring:

- Proactively manage collections with a strong focus on Early Warning Signals (EWS) and Days Past Due (DPD).

- Strengthen ongoing relationships within the portfolio to identify and secure redeployment opportunities.

Process Excellence:

- Ensure deal hygiene by maintaining accurate and up-to-date information in HubSpot.

- Address and resolve client and lender support queries while driving platform adoption and assisting in lender selection.

Invoicing & Realization:

- Supervise invoicing and collections processes in collaboration with the Operations team to ensure timely realization of payments.

Experience & Background:

- 3-5 years of relevant experience in Debt Financing, Financial Services, Venture Capital, Fintech, or Lending businesses.

- Prior exposure to credit underwriting, term sheet negotiation, and deal execution.

- End-to-end ownership mindset.

- Prior exposure to credit, lending, or structured finance is a plus.

- Comfortable using AI tools - deal analysis, early screening, and improving conversion. Tech-savviness is a must.

Skill Set:

- Strong communication and articulation skills - memos, IC notes, deal narratives.

- CA / MBA from a Tier-1 institution or CFA charterholder.