Trinity Capital

Senior Analyst, Credit - Tech Lending

Trinity Capital Inc., a leading provider of diversified financial solutions to growth stage companies, is looking for an experienced Senior Analyst, Credit – Tech Lending to join its world-class team in Phoenix, AZ.

Job Description

This position is an extraordinary opportunity for a motivated individual to join a company focused on growth and building long-term value for its investors. The Senior Analyst, Credit will be an integral contributor in the due diligence process and the business case supporting a financing transaction. This full-time position will report to the Managing Director and is based on-site, at our beautiful headquarters office in Downtown Phoenix, AZ.


Strong written and verbal communication skills are a must, as the role requires ongoing collaboration with Origination team members and regular presentations to the Trinity Investment Committee.  This position offers the successful candidate exposure to leading venture capital investors, and a wide cross-section of emerging growth companies.

Duties and Responsibilities

  • Collect and review submitted data from prospective portfolio companies; work with Originations team and Client Company management to address any gaps or deficiencies
  • Evaluate and summarize financial data from prospective client companies; identify key assumptions and trends, and highlight any inconsistencies
  • Work closely with Originations team on the assessment of new opportunities and clearly communicate recommendations for accept / reject decisions; assist in developing ideas for transaction structure
  • Research industry drivers and opportunities; assess potential impact of key value drivers on business plan assumptions
  • Conduct deep-dive analyses of prospective client companies’ financial results, forecasts, business plans, intellectual property, collateral, etc.
  • Participate in the due diligence process, including calls with client company’s executive management, investors, and customers, as well as on-site visits when appropriate
  • Prepare investment committee presentation material and present analysis results to Credit Team peers and Investment Committee in a clear and concise manner

Required Qualifications

  • Bachelor’s degree in a business discipline, preferably Finance
  • A minimum of three (3) years of industry experience in a relevant role, such as investment banking, accounting, or consulting
  • High level of proficiency in Microsoft Excel and financial modeling
  • Deep familiarity with financial reports: income statement, balance sheet, and cash flow
  • Familiarity with and general understanding of the various aspects of business operations; e.g. sales, marketing, product development, production, etc.
  • Ability to multi-task and work in a fast-paced environment with firm deadlines
  • Strong and confident communication skills; meticulous attention to detail

Preferred Qualifications (desired but not required)

  • MBA or MS Finance
  • Experience interfacing with attorneys and the negotiation of contracts
  • Familiarity with the terms of venture equity investing and capital structure
  • Familiarity with the key aspects of equipment leasing transactions
  • Personal network of entrepreneurs, investment bankers and financial sponsors
  • Experience in distressed financing situations

Required Characteristics

  • Analytical mindset
  • Clear and concise written and verbal communication skills
  • The ability to collaborate across functional groups
  • Ability to multitask and maintain a broad perspective along with intense focus
  • Positive attitude and strong work ethic

Physical Requirements

  • Ability to sit, stand, talk, utilize a computer, and read computer screens for extended periods of time
  • Maintain consistent, repetitive motion for data entry (typing/clicking)
  • Ability to lift up to 20 lbs.

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