Director, Specialty Finance Credit

About the Company

Willow Wealth is a leading private markets investment platform. We partner with experienced investment managers to provide investors with a wide range of opportunities across real estate, venture capital, private equity, art, short-term notes, and more.

Responsibilities

• Scrutinize sub-advisors’ underwriting independently
• Interrogate and pressure-test structural elements of each deal
• Generate recommendations for the Investment Committee to accept or reject recommendations
• Diligence managers by evaluating underwriting standards, loss experience, and portfolio construction
• Source additional sub-advisors to broaden deal flow
• Monitor assigned positions including KPIs, covenant compliance, and borrowing-base reporting
• Lead watchlist and workout analysis when positions deteriorate

Requirements

• 5–10 years of experience in specialty finance and asset-backed lending underwriting
• Bachelor's degree in finance, economics, accounting, or a related quantitative discipline
• Quantitative skills and ability to implement AI tools for analysis
• Experience with corporate cash-flow credit, asset-backed structures, or dislocated liquid credit
• Strong communication and collaborative skills

Preferred Qualifications

• Experience in specialty finance or ABL investing for those applying via the Returnship/Return to Work Program