Funding Associate/Manager
TLDR
Support the end-to-end process of structuring and managing the company’s funding sources while preparing data rooms and financial models for strategic presentations.
Professional Profile – Funding Analyst
Job Title: Funding & Strategy Analyst
Area: Capital Markets / Funding & Strategy
Reports to: Head of Funding & Strategy
Work Model: Hybrid
Location: Bogotá, Colombia
Role Purpose
The Funding & Strategy Analyst will be responsible for supporting the end-to-end process of structuring, analyzing, and managing the company’s funding sources. This role will be key in preparing data rooms, building financial models, structuring term sheets, tracking due diligence processes, and developing strategic presentations for investors, board members, and other relevant stakeholders.
Key Responsibilities
1. Financial Modeling & Funding Analysis
- Build, maintain, and optimize financial models to evaluate local and international funding lines.
- Calculate key metrics such as IRR, ROE, cost of capital, duration, sensitivity, and stress scenarios.
- Analyze term sheets and benchmark them against market standards, base scenarios, and regulatory constraints.
2. Data Room Preparation & Management
- Collect, organize, and update documentation required for due diligence processes (financial, legal, risk, technology, compliance).
- Ensure data rooms are complete, consistent, and aligned with the requirements of banks, funds, multilaterals, and other counterparties.
3. Due Diligence Support
- Track progress across financial, legal, and operational due diligence processes.
- Coordinate responses with internal teams (risk, accounting, technology, legal, operations).
- Prepare analyses, KPIs, and clarifications for financial counterparties.
4. Investor & Stakeholder Management
- Support the preparation of presentations for board meetings, risk committees, investors, lenders, and strategic partners.
- Prepare information packages for audits, periodic updates, and portfolio performance reviews.
5. Market Analysis & Strategy
- Monitor credit market conditions, interest rates, liquidity, investor appetite, and structuring trends.
- Prepare reports for senior management on funding alternatives and cost of capital optimization.
Requirements
Role Requirements
Education
- Bachelor’s degree in Industrial Engineering, Economics, Finance, Business Administration, Applied Mathematics, or related fields.
- Optional: specialization or coursework in corporate finance, capital markets, financial risk, or advanced financial modeling.
Experience
- 3 to 4 years of experience in one or more of the following:
- Investment banking
- Financial analysis of projects
- Advanced financial modeling
- Financial due diligence or debt structuring processes
- Stakeholder reporting and presentations
Technical Skills
- Advanced financial modeling in Excel (mandatory).
- Strong understanding of amortizations, credit risk, funding structures (on- and off-balance sheet), and metrics such as IRR, duration, cost of funds, LTV, and leverage.
- Upper-intermediate to advanced English (ability to read contracts and present decks).
- Strong PowerPoint skills at an executive level.
Soft Skills
- Strong analytical thinking and attention to detail.
- Ability to work under pressure and manage multiple stakeholders.
- Excellent written and verbal communication skills.
- Proactive mindset and fast learner.
- High level of organization, rigor, and confidentiality.
Key Competencies
- Quantitative rigor
- Results-oriented mindset
- Planning and organization
- Cross-functional collaboration
- Strategic thinking
- Autonomy and accountability
What the Role Offers
- Direct exposure to funding processes with banks, international funds, and multilaterals.
- Opportunity to work closely with the Head of Funding & Strategy and the CEO.
- Accelerated development in structuring, capital markets, and advanced financial modeling.
- Participation in strategic processes, board meetings, and investment committees.
Benefits
Full time contract paid in COP
Marathon Talent delivers innovative technology solutions designed for the financial services and logistics industries. By integrating advanced fintech applications and comprehensive supply chain management, we serve clients across Latin America, enhancing operational efficiency and control.