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VP, Underwriting

The Beneficient Company Group USA LLC
Dallas, TX
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Position Summary:                     

The Vice President, 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 
  • Lead projects as the “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
  • Help train other Underwriting team colleagues to evaluate alternative assets 
  • Conduct primary and secondary research on potential investments, industries, and asset classes
  • Prepare investment memos for the Credit Management Committee regarding potential new investments
  • Provide quantitative and analytical support to monitor existing alternative asset investments
  • Provide overall support to the investment underwriting team by leading select strategic projects with topics including improving valuation technique, enhancing sector knowledge, and targeting new product lines/business opportunities for Ben
  • Work with Ben’s Originations team to build relationships and maintain direct contact with clients, prospective clients, general partners, professional advisors, while also representing Ben’s investment team and capabilities at industry events and conferences
  • Overall, Vice Presidents are given substantial responsibility in leading investment opportunities and are strongly encouraged to participate in the highly entrepreneurial culture at Ben and help the company grow


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
  • Knowledge of capital structure and different types of securities and the methodologies to appropriately value and make investment decisions based on these different characteristics
  • Ability to review junior peers’ analysis and provide constructive feedback on valuation, analysis and structuring skills to build team knowledge base.
  • Ability to review and analyze accounting, financial, investment, and regulatory statements of companies, closed-end, and open-end funds of private securities
  • Strong qualitative skills such as possessing a firm analytical framework for evaluating a given industry and the competitive strategy of a company
  • Ability to make investment recommendations even with limited or less than complete data and other information
  • Experience using and incorporating 3rd party data services (such as Bloomberg, S&P Capital IQ, and others) into modeling and analysis tools
  • High focus on attention to detail and the commitment to produce error free work
  • 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.  CPA or MBA not required but also a positive.
  • 10 to 15 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.  Experience in secondary investing is a strong positive


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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