Financial Planner providing personalized financial solutions for clients at Valoriq. Analyzing financial conditions and developing tailored financial plans for individual client needs.
About the role
- Mid-level associate attorney handling finance transactions for financial institutions and borrowers. Leading negotiations and coordinating with legal teams in a hybrid work environment.
Responsibilities
- Serve as a key mid-level associate on a variety of finance transactions representing both financial institutions and borrowers.
- Draft, review, and negotiate credit agreements, security documents, intercreditor agreements, guarantees, and related finance documents.
- Lead and coordinate due diligence on borrowers and collateral, identify risks, and propose practical, business-focused solutions.
- Work on senior secured, mezzanine, unitranche, and other leveraged financing structures, including acquisition financings and refinancings.
- Manage deal timelines, coordinate with opposing counsel and client deal teams, and drive transactions from term sheet through closing.
- Collaborate with corporate, tax, and funds colleagues to structure and implement financing transactions that align with broader business objectives.
- Support ongoing client relationships by advising on amendments, waivers, consents, and general finance-related questions.
Requirements
- JD from an accredited law school with strong academic credentials.
- 4+ years of finance/banking experience at a law firm, representing lenders and/or borrowers.
- Significant experience with senior secured and mezzanine financings; experience with unitranche or other structured financings is a plus.
- Strong drafting and negotiation skills across core finance documents.
- Solid understanding of secured transactions and related UCC concepts.
- Admission to at least one U.S. state bar.
- Ability to work a hybrid schedule based out of Stamford, CT.
- Team-oriented mindset, strong judgment, and comfort working directly with sophisticated clients and counterparties.
Benefits
- Health insurance
- Dental insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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