Capital Markets Analyst

About USD.AI

The Team

The Role

Responsibilities

• Serve as the primary point of coordination for institutional investor diligence on individual loan facilities — fielding questions, tracking open items, and ensuring timely, accurate responses.
• Prepare and maintain deal-specific materials: transaction summaries, asset profiles, collateral descriptions, borrower overviews, and due diligence packages.
• Draft responses to investor RFIs and diligence questionnaires, drawing on internal data, deal documentation, and input from the deal team.
• Coordinate with legal, compliance, and deal teams to ensure diligence materials are complete, consistent, and appropriately scoped for each investor.

• Build and maintain recurring reporting packages for institutional investors in live facilities — including portfolio performance summaries, collateral updates, and covenant status reports.
• Track and manage investor reporting obligations and delivery timelines; own the calendar and follow-up process.
• Support the COO in preparing for and following up on investor calls, including drafting agendas, discussion materials, and follow-up memos.
• Maintain an organized, up-to-date investor data room for each facility, ensuring materials are current and accessible.

• Support the COO in managing the pipeline of institutional investor conversations — tracking status, next steps, and open deliverables across multiple prospective and active relationships.
• Research and synthesize market data on AI infrastructure financing, GPU compute markets, and relevant credit benchmarks to support investor presentations and internal strategy.
• Contribute to the development and refinement of pitch materials, term sheets, and product collateral as the institutional offering evolves.
• Assist with syndication and co-investment mechanics as the product scales to include club structures and multi-investor facilities.

Requirements

• 1-3 years of experience in investment banking, private credit, structured finance, credit fund IR, or a directly adjacent role.
• Strong financial and analytical skills — you can build a clear summary of a credit facility, interpret a loan agreement, and present data in a way that answers investor questions before they ask them.
• Excellent written communication: you draft clearly, edit ruthlessly, and understand that every investor-facing document reflects on the firm.
• Highly organized with a strong sense of ownership over process — you build systems, maintain them, and don’t drop balls.
• Comfortable operating in a fast-moving environment with limited structure; you figure things out and ask the right questions.
• Based in New York City; comfortable being in-office (or based in Hong Kong/APAC and willing to work remote with a NYC-based team)

Nice to Have

• Experience in direct lending, asset-backed finance, or equipment / infrastructure lending.
• Familiarity with institutional LP or credit investor diligence processes — you know what a sophisticated investor wants to see.
• Interest in or exposure to crypto, digital assets, or DeFi — you don’t need to be an expert, but you can’t be allergic to it.
• Experience with data rooms, CRM tools, or investor reporting platforms.
• Exposure to syndicated lending or club deal mechanics.

What We Offer

• Base salary: USD $85,000 - $140,000 depending on experience
• Long-term token incentive package.
• Unlimited PTO.
• Health & wellness reimbursements.