Portfolio Management Analyst

To be considered for this role, you

must

This position sits in either San Francisco, CA: New York, NY or Austin, TX.

This is a unique opportunity to become a leader on the White Oak Portfolio Management Team.

You will help lead the efforts related to the management and servicing of existing private debt and equity investments. Your exceptional communication and interpersonal skills will bring success in this role as you work with C-Suite management teams and other White Oak investment professionals to monitor, manage, evaluate performance, review valuations, facilitate reporting, and report to investor relations related to ongoing portfolio investments.

In this role, you will perform company and industry analysis, build and maintain financial and monitoring models, facilitate investment valuations, and prepare internal and external presentations for senior-level review. In addition, you will have the chance to participate in due diligence, data room preparation, and management, document drafting and review, transactional and operational support, among other credit management activities.

• We are seeking candidates with intellectual curiosity and strong interpersonal skills. The firm has a very tight-knit, team-oriented environment where ideas are discussed among the entire team. The role involves significant exposure to all firm personnel and requires a team-oriented attitude and high levels of assertiveness.

Summary Job Descriptions:

The candidate will become an integral member of the Portfolio Management Team's efforts related to the management and servicing of existing private debt and equity investments and investments with affiliated entities. This position requires interaction with other White Oak investment professionals to monitor, manage, evaluate performance, review valuations, facilitate reporting, and report to investor relations related to ongoing portfolio investments.

The candidate will perform company and industry analysis, build and maintain financial and monitoring models, facilitate investment valuations, and prepare internal and external presentations for senior level review. In addition, the candidate will participate in due diligence, data room preparation and management, document drafting and review, transactional and operational support, among other credit management activities.

We are seeking candidates with intellectual curiosity and strong interpersonal skills. The firm has a very tight-knit, team-oriented environment where ideas are discussed among the entire team. The role involves significant exposure to all firm personnel and requires a team-oriented attitude and high levels of assertiveness.

Qualifications:

• 2+ years in direct lending, private credit management, or asset management experience is preferred though a strong accounting and finance background will suffice for the exceptional candidate.
• Must have strong understanding of accounting, credit fundamentals, valuation, financial statements and legal documents.
• Exceptional Excel/modeling/forecasting skills are essential, as is advance knowledge of Word, PowerPoint, and Outlook.
• Must be a detail-oriented team player and be able to methodically complete work in a fast-paced environment.
• Self-motivation and strong work ethic are vital. Must maintain a service-oriented personality, robust multitasking abilities, be stress resistant, and possess an investigative mind.
• Strong writing skills are essential as well as fluency in English.
• Strong academic background with a demonstrated record of achievement. Preference for undergraduate degree in Accounting, Finance, or Business. CPA or CFA charter holder/candidate is a plus.

Firm Overview:

White Oak Global Advisors LLC ("White Oak") is an SEC-registered investment advisor and private credit firm that provides small and middle market businesses with term loans, asset-based loans, invoice factoring, trade finance, equipment financing and treasury management. White Oak has deployed over $9.9 billion since inception in 2007 across over 500 companies throughout the U.S., Canada, and Europe. We seek to invest flexible private capital in well-operated small and middle market businesses and to finance opportunities that can make our world a better place for generations to come. Headquartered in San Francisco, White Oak and its affiliates employ over 400 professionals and maintains offices globally including New York, Miami, London, Chicago, Los Angeles, Atlanta, Charlotte, Boca Raton, Maryland, Glasgow, and Chester.

Compensation and Benefits:

• Competitive market salary, commensurate with experience
• Annual discretionary bonus potential
• Full healthcare benefit premiums paid by the company (Medical/Dental/Vision) for the employee
• 401(k) matching

White Oak Global Advisors, LLC is an equal opportunity employer. The Company does not unlawfully discriminate on the basis of race, color, religion, religious creed (including religious dress and grooming practices), age, national origin, citizenship, ancestry, political activity or affiliation, marital status, sex, sexual orientation, gender, gender identity, gender expression, physical or mental disability, medical condition as defined under applicable law, genetic information, military or veteran status, pregnancy, childbirth and related medical conditions, taking or requesting statutorily protected leave, or any other characteristic protected by federal, state, or local laws or ordinances.