Why Work Here?

“TriLinc was founded with the mission to improve the world through investing.”

Job Description:

TriLinc Global, LLC, a growing Investment Management Company in Manhattan Beach, CA, is looking for an exceptional Senior Financial Analyst to join the Finance Team. Under the direction of the Chief Financial Officer, the Senior Financial Analyst will be responsible for complex financial modeling and financial planning and analysis for the company, to ensure that the Executive Management Team and the Investment Team have the financial information needed to manage enterprise risk and make real-time decisions about the company’s cash and capital needs.

Essential Duties and Responsibilities include:

• Utilize information from the Investment and Finance Teams to develop, maintain and own complex financial models (for all funds and their subsidiaries);
• Provide meaningful analysis of operational and financial data to identify trends and drivers; summarize conclusions and implications of analysis;
• Execution of day-to-day financial planning and reporting activities, including executive management reporting, profitability assessment, sensitivity analysis, scenarios and P&L forecasting;
• Develop and maintain excellent relationships with corporate finance and investment colleagues to foster an effective cross functional working environment and collaborative spirit;
• Prepare / provide data to marketing and sales teams and to the Senior RFP / DDQ Associate in support of sales efforts, webinars, marketing materials and external reporting;
• Assist CFO in the preparation of an annual operating budget, long-term financial projections, fund forecasting, and Board of Director packages;
• Execute ad-hoc analytical requests;

EDUCATION AND EXPERIENCE:

• Minimum 5 years of experience in financial planning and analysis, developing complex, financial models within an investment or finance function, ideally within investment banking, PE or VC, consultancy, accounting firm, investment management or with a major corporation;
• Bachelor’s degree in Accounting, Economics, and / or Finance required;
• Previous experience with Global Investments Performance Standards (GIPS) highly desired;
• CFA Certification highly desired;
• Excellent modeling and analytical skills;
• Great attention to detail and accuracy. High level of organizational skills to ensure job quality and timeliness;
• Superior Excel skills, ability to manipulate large amounts of data and turn it into meaningful analyses;
• Solid knowledge of financial statements, corporate finance and accounting principles required;
• Strong preference for specific knowledge of investment fund structures, reporting and financial services background;
• Great attention to detail and accuracy. High level of organizational skills to ensure job quality and timeliness;
• Self-starter who will anticipate challenges and work proactively to resolve issues;
• Comfortable working within an entrepreneurial, “roll-up your sleeves” environment;
• Excellent interpersonal, verbal and written communication skills;
• Team player with a customer service mentality

About TriLinc Global:

TriLinc is a private investment management company committed to creating innovative, scalable, and sustainable solutions to some of world’s most intractable socioeconomic and environmental challenges through investments that offer investors the potential for market-rate financial returns and positive, measurable impact. We welcome professionals with a shared passion to harness the power of private capital to change the world for the better.