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Associate, Underwriting

The Beneficient Company Group USA LLC
Dallas, TX
  • Posted: over a month ago
  • Full-Time
Job Description

Position Summary:                     

The Associate, Investment Underwriting is responsible for supporting the investment underwriting of the organization.  


Essential Functions

  • Help develop, refine, and perform financial analyses to enable and support investment decision making specific to evaluating alternative investment assets.   Analyses include discounted cash flow, pricing analysis, comparables to other alternative assets in the same sector and vintage years, and statistical models and projections 
  • Conduct primary and secondary research on potential investments, industries, and asset classes
  • Prepare investment memos for the Chief Underwriting Officer and Credit Management Committee regarding potential new investments
  • Provide quantitative and analytical support to monitor existing alternative asset investments
  • Work on strategic projects as a “business/investment user/designer”, working with Ben’s extensive Technology and Portfolio Credit Risk Management teams, to create and/or enhance analytical tools to further improve the efficiency and accuracy of Ben’s underwriting process in order to fully achieve the scale necessary to achieve a leading market share in Ben’s large total addressable market
  • Provide overall support to the investment underwriting team


Knowledge, Skills, Abilities and Competencies 

  • Ability to build and execute complex financial and operating models, demonstrated through deep financial modeling experience including financial analysis, forecasting and valuation
  • Ability to review and analyze accounting, financial, investment, and regulatory statements
  • Strong qualitative skills such as possessing a firm analytical framework for evaluating a given industry and the competitive strategy of a company
  • High focus on attention to detail and the commitment to produce error free work
  • Ability to make investment recommendations even with limited or less than complete data and other information
  • Must have the endurance, grit, and discipline to produce quality deliverables
  • Interest in working in a fast paced, trail-blazing, entrepreneurial culture, and all of the associated professional opportunities that come with such an environment
  • Additional qualities: strong communication skills, self-motivated, integrity, intellectual curiosity



  • Bachelor’s Degree required. CFA or working towards CFA is a positive
  • 2 to 6 years of industry experience, in fields such as investment banking, leveraged finance, private equity, venture capital, and/or other investment managers, large investors (pension funds, large family offices, large registered investment advisors), top tier consulting firms, and/or transaction advisory/accounting


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin or any other category protected by law.

The Beneficient Company Group USA LLC


Dallas, TX
75201 USA


Finance and Insurance

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