Opportunities at TriLinc Global

Thank you for your interest in working with TriLinc Global. TriLinc Global 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.


CURRENT JOB OPENINGS

TriLinc Global is hiring! Please send your resume and cover letter to Chief of Staff & Human Resource Director Marixa Barba at MBarba@trilincglobal.com.


POSITION/TITLE:                            Emerging Markets Credit Manager

POSITION SUMMARY:

This position will report directly to the Chief Investment Officer (CIO) and is a key member of the investment team and credit committee.  With a focus on bottom-up credit management, this position will be a key contributor to the performance of the emerging markets credit strategy.

RESPONSIBILITIES: 

Overall

  • Assist in performing all tasks necessary to achieve the organization’s mission and help execute growth plans.
  • Represent TriLinc in a manner that is consistent with our purpose, mission, vision and values.
  • Contribute as a member of Executive Management on all issues related to company strategy, financial management and key business imperatives.
  • Actively support the culture of accountability for execution and results.

 

Managing TriLinc’s Credit Process

  • Serve as a member of TriLinc Advisors’ Investment Committee (IC).
  • Oversee the full range of managerial duties for the loan review, compliance, collections, and credit analysis functions, including adherence to credit policies and practices of TriLinc Global, relevant portfolio limits and regulatory requirements.
  • On an ongoing basis, evaluate credit policies within TriLinc Global’s investment process and recommend potential changes based upon compliance, loan reviews and other pertinent facts.
  • Oversee and participate in TriLinc Global’s origination partner due diligence process, including evaluation of credit (underwriting, monitoring and position-level past performance) and operational processes and capabilities.
  • On an ongoing basis, oversee the review and monitoring of credit processes of origination partner firms, including participation in origination partner investment committees, as necessary.
  • Oversee relationship management with TriLinc’s origination partners on an ongoing basis to monitor adherence to origination partner-stated credit quality standards and provide suggestions for process improvement as needed.
  • On an ongoing basis, conduct analysis and make recommendations with regard to TriLinc Global’s credit risks, including the effects of potential loan impairments.

 

Portfolio Management

  • For TriLinc’s credit funds:
    • Oversee for bottom-up investment review and position level performance in support of overall portfolio performance objectives.
    • Oversee credit team’s work with origination partners to assess appropriate investment pipeline that meets TriLinc’s credit risk and impact investment return requirements;
    • Work with credit team and CIO to match origination pipeline with optimal capital allocation and expected repayments;
  • Examine credit files regularly for assurance of credit and collateral documentation, regulatory compliance, and loan policy conformance; review technical exceptions and deficiencies; maintain reports of continued outstanding exceptions to senior management.
  • Report on problem loans and make recommendations to CIO and IC; report on loans meeting non-accrual or charge-off criteria.
  • Manage and prepare the bottom up portfolio-wide valuation analysis.
  • Provide analyses and recommendations regarding the adequacy of the allowance for loan losses for IC discussion.
  • With CIO, oversee and manage the preparation of periodic reports for review including:
    • Quarterly Update Memoranda
    • Quarterly Valuation Memoranda, including QPRRs, NPPRs and PRRs
    • Exception Memoranda
    • Investment Memoranda
    • Annual Sub-Advisor Review Memoranda
    • Various other loan portfolio metrics reports (past due, concentrations of credit, etc.).
  • Manage and develop Associates and Analysts with regard to credit analysis and all other bottom-up investment functions.
  • Assist the CIO as needed.

 

EDUCATION AND EXPERIENCE:

  • Bachelor’s degree (B.A.) from four-year institution, preferably in finance, statistics, mathematics, accounting, economics, computer science, engineering, physics or similar quantitative discipline, plus formal commercial credit training or equivalent work experience.
  • Advanced degree (masters or doctorate) in economics, finance and/or business administration a plus.
  • CRC, CBA/CBF/CCE, CFA, CAIA professional designation a plus.
  • Minimum 10 years’ experience in bank lending, loan review and/or compliance experience, including at least 5 years’ experience of commercial underwriting and credit analysis in emerging markets/developing economies and at least 3 years of commercial credit decision experience with approval authority on loans greater than $1 million in emerging markets/developing economies.
  • Experience in evaluating loan covenants that mitigate credit risks and remedies for exceptions.

 

SPECIFIC KNOWLEDGE AND SKILLS:

  • Passion for our mission to create positive impact.
  • Must have strong credit skills, with private credit and Asset Backed Lending (ABL) knowledge a plus.
  • Ability and willingness to identify and develop key local market relationships.
  • Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of regression analysis.
  • Must have strong technical skills.
  • Must have knowledge/ability to use all MS Office Suite products.  Must have working knowledge of proprietary or purchased database management programs.
  • Interest in socio-economic development and knowledge of emerging market investing a plus.
  • Ability to read and interpret complex documents and to respond effectively to sensitive inquiries.
  • Ability to make effective presentations on complex topics to senior management and outside stakeholders.
  • Ability to work across cultures, communicate with colleagues in different time zones and be an effective team player.
  • Must be willing to travel.
  • Fluency in foreign languages is a plus.

 

POSITION/TITLE:                       Controller

POSITION SUMMARY:

This position will report directly to the CFO and is a key member of the financial administration team at TriLinc Global, LLC with responsibility for providing effective strategic, financial and accounting leadership to grow value responsibly in a profitable and sustainable manner.  Working closely with the CFO, the Controller helps to set the “tone” for all TriLinc team members to foster ethical and responsible decision-making, appropriate financial management and best-in-class corporate governance practices.

RESPONSIBILITIES: 

Overall

  • Primarily responsible for maintaining the books and records of TriLinc Global Impact Fund, LLC, as well as any future funds sponsored by TriLinc Global, including active involvement with the fund’s operations, and the books and records of TriLinc Global, LLC. Including:
    • Maintain a documented system of accounting policies and procedures
    • Ensure that periodic bank reconciliations are completed
    • Ensure that required debt payments are made on a timely basis
    • Maintain the chart of accounts
    • Maintain an orderly accounting filing system
    • Maintain a system of controls over accounting transactions
  • Prepare financial statements and SEC filings.
  • Assist in performing all tasks necessary to achieve the organization’s mission and help execute growth plans.
  • Provide guidance and training to other Finance Team members.
  • Support the culture of accountability for execution and results.
  • Provide guidance to Executive Management in support of the firm’s commitment to sustainable financial business practices.

 

TriLinc Global Impact Fund, LLC & Subsidiaries

  • Prepare all financial statements for the fund and its subsidiaries in compliance with SOX (where applicable), GAAP, and applicable federal, state and local regulatory laws and rules for financial and tax reporting.
  • Work with the fund’s administrator (Apex Fund Services/Pinnacle) to ensure accurate financial reporting and that all related monitoring controls are performed.
  • Work directly with the fund’s auditors (Moss Adams) to facilitate a timely and efficient audit.
  • Support CFO in the development and oversight of the Fund’s Sarbanes-Oxley system of internal controls.
  • Support CFO in the coordination of Fund Audit Committee meetings.
  • Utilize eFront for in-house fund accounting and control activities, and audit TriLinc Advisors investment team’s activity in eFront to ensure that it is being properly utilized.
  • Coordinate with the fund’s external tax preparers (Deloitte & Touche) to ensure the accurate and timely completion of tax returns for the fund, including timely distribution of Form K-1s for unit holders.
  • Work with TriLinc’s distribution partners and transfer agent (DST) to ensure the subscription, redemption and dividend processes are being implemented appropriately.
  • Prepare and coordinate the timely filing of the annual Form 10-Ks and the quarterly Form 10-Qs.
  • Manage all account payables for the fund and its subsidiaries.
  • Establish and maintain cash controls, including reconciling general ledgers and bank statements monthly.
  • Liaise with sub-advisors to ensure investments are funded on schedule and all operational tasks are performed timely.

 

TriLinc Global, LLC & Subsidiaries

  • Supervise accounting activities performed in QuickBooks.
  • Assist in the preparation of an annual operating budget and financial forecasts, working with the CFO and CIO on an ongoing basis to ensure all financial modeling reflects current investment assumptions for fund cash flows, returns, revenue sharing, etc., and ensure expenses and cash outflows are accurately projected.
  • Prepare financial statements in compliance with U.S. GAAP and applicable federal, state and local regulatory laws and rules for financial and tax reporting.
  • Work with the company’s auditors to facilitate a timely and efficient audit.
  • Work with the CFO in evaluating operational and management processes and the system of internal controls to ensure effectiveness, efficiency and compliance with applicable rules and regulations.
  • Ensure the accuracy, completeness, integrity and appropriate disclosure of the firm’s financial statements.
  • Coordinate with TriLinc external tax preparers to ensure the accurate and timely completion of tax returns, including timely distribution of Form K-1s for unit holders.
  • Oversee all purchasing and payroll activity for the firm.
  • Oversee all account payables and account receivable activity.
  • File appropriate business and regulatory filings, ensuring timely and accurate reporting.
  • Maintain all Intellectual Property (trademarks, software codes, etc.) to ensure firm rights are protected.
  • Oversee the maintenance of the company’s fixed asset inventory and depreciation schedules, working with the Senior Accountant to ensure all fixed assets are adequately protected and appropriately reflected.

 

EDUCATION AND EXPERIENCE:

The Controller position requires at least ten years of experience, including experience as a Senior Fund Accountant or Auditor with familiarity with the Investment Management industry, financial and fund reporting practices, regulatory guidelines and operational aspects of an investment management firm.  Specific requirements include:

  • Bachelor’s degree in Accounting or Finance required.
  • CPA strongly preferred.
  • Specific knowledge of investment fund financial administration and reporting requirements as well as applicable rules and regulations governing investment funds preferred.
  • Experience with SEC reporting.
  • Thorough understanding of GAAP and other current accounting methods and procedures and financial reporting procedures.
  • Strong analytical skills required.
  • Excellent interpersonal verbal and written communication skills.
  • Skills in building and maintaining internal and external partnerships.
  • Entrepreneurial in spirit and comfortable being in a fast-paced small office environment.
  • Ability to multi-task and meet critical time deadlines.

 

POSITION/TITLE:                             Associate

POSITION SUMMARY:

This position will report directly to the Chief Investment Officer and Head Of Credit and is a key support member of the TriLinc Global, LLC investment team.  The Associate will participate in the credit analysis and portfolio management of TriLinc’s funds and utilize analytical tools to develop reliable financial projections and determine the attractiveness and profitability of borrowers.

RESPONSIBILITIES: 

Overall

  • Assist in performing all tasks necessary to achieve the organization’s mission and help execute growth plans.
  • Represent TriLinc in a manner that is consistent with our purpose, mission, vision and values.
  • Participate in overall strategy discussions for TriLinc Global to ensure we meet our goal of becoming a multi-billion dollar investment comp any.
  • Actively support the culture of accountability for execution and results.

 

Credit Analysis

  • Conduct detailed credit analysis for portfolio companies within both trade finance and term loans as needed, including: creating and monitoring cash flow projections, analysis of financial statements loan documentation and collateral, and compliance with TriLinc’s Investment Guidelines and Restrictions.
  • Identify key investment risks and be able to assess performance assumptions.
  • On a daily basis engage with key on the ground partners in various developing markets.
  • Review and monitor pertinent metrics and covenants that may impact position performance.
  • Review and be able to provide input as to position level structure and documentation.
  • Monitor both macro and credit specific events that could impact performance on a proactive basis.
  • Enter and reconcile credit data and generate reports in eFront (TriLinc’s portfolio reporting platform), including: position metrics, documentation uploads, payment reconciliations and dashboard reporting.
  • Prepare periodic reports for review by the IC, including:
    • Quarterly Update Memoranda
    • Exception Memoranda
    • Investment Memoranda
  • Present findings and observations to members of the Investment Committee.
  • Assist the Head Of Credit as needed.

 

Portfolio Management

  • Assist in constructing and utilizing financial cash flow models for TriLinc’s funds to provide critical scenario analysis to the CIO and Executive Management Team.
  • Assist in the management and development of TriLinc’s proprietary macro-economic analysis platform (MAP).
  • Serve as a non-voting participant of the TriLinc Investment Committee (IC).
  • Participate in the maintenance and enhancement of all investment department policies, procedures and processes.
  • Assist in performing all tasks as necessary to ensure that TriLinc’s funds meet their return objectives and stay in compliance with all regulatory requirements.
  • Assist the CIO as needed.

 

Other Investment Department Responsibilities

  • Coordinate all associated materials for Investment Committee meetings.
  • Maintain compliant investment department files, including materials associated with sub-advisor due diligence.
  • Develop and maintain TriLinc’s industry research library.
  • Attend local development finance events.

 

EDUCATION AND EXPERIENCE:

  • At least 2 years of applicable investing experience, with fixed income and/or private asset experience preferred.
  • Bachelor’s degree (B.A.) from four-year institution.
  • Professional designations in progress a plus, such as: CFA, CAIA, CBA/CBF/CCE, CRC.

 

SPECIFIC KNOWLEDGE AND SKILLS:

  • Passion for our mission to create positive impact.
  • Experience utilizing Excel for financial modeling purposes.
  • Ability to analytically assess the financial position of a company and communicate findings, both written and verbally.
  • Experience utilizing portfolio management and accounting software.
  • Preference for prior experience with managed investment products.
  • Interest in socio-economic development and knowledge of emerging market investing a plus.
  • Ability to read and interpret complex legal documents.
  • Ability to work across cultures, communicate with colleagues in different time zones and be an effective team player.
  • Strong organizational and time management skills
  • Excellent communication skills.
  • Flexible schedule to allow for availability to other investment department members as needed.
  • Fluency in foreign languages is a plus.

 

POSITION/TITLE:                      Analyst

POSITION SUMMARY:

This position will report directly to the Chief Investment Officer and the Head Of Credit and is a key support member of the TriLinc Global, LLC investment team. The Analyst will participate in the credit analysis and portfolio management of TriLinc’s funds.

RESPONSIBILITIES: 

Overall

  • Assist in performing all tasks necessary to achieve the organization’s mission and help execute growth plans.
  • Represent TriLinc in a manner that is consistent with our purpose, mission, vision and values.
  • Participate in overall strategy discussions for TriLinc Global to ensure we meet our goal of becoming a multi-billion dollar investment company.
  • Actively support the culture of accountability for execution and results.

 

Credit Analysis

  • Support the credit analysis performed on portfolio companies within both trade finance and term loans as needed, including: creating and monitoring cash flow projections, and the review of financial statements loan documentation and collateral, and compliance with TriLinc’s Investment Guidelines and Restrictions.
  • Assist with the review and monitoring of pertinent metrics and covenants that may impact position performance.
  • Assist with the review of position level structure and documentation.
  • Assist with the monitoring of both macro and credit specific events that could impact performance on a proactive basis.
  • Enter and reconcile credit data and generate reports in eFront, including: position metrics, documentation uploads, payment reconciliations and dashboard reporting.
  • Assist in the preparation of periodic reports for review by the IC, including:
    • Quarterly Update Memoranda
    • Exception Memoranda
    • Investment Memoranda
  • Present findings and observations to members of the Investment Committee.
  • Assist the Head of Credit as well as Associates within the Investment Team as needed.

 

Portfolio Management

  • Assist in constructing and utilizing financial cash flow models for TriLinc’s funds to provide critical scenario analysis to the CIO and Executive Management Team.
  • Assist in the management and development of TriLinc’s proprietary macro-economic analysis platform (MAP).
  • Serve as a non-voting participant of the TriLinc Investment Committee (IC).
  • Participate in the maintenance and enhancement of all investment department policies, procedures and processes.
  • Assist in performing all tasks as necessary to ensure that TriLinc’s funds meet their return objectives and stay in compliance with all regulatory requirements.
  • Assist the CIO as needed.

 

Other Investment Department Responsibilities

  • Coordinate all associated materials for Investment Committee meetings.
  • Maintain compliant investment department files, including materials associated with sub-advisor due diligence.
  • Develop and maintain TriLinc’s industry research library.
  • Attend local development finance events.

 

EDUCATION AND EXPERIENCE:

  • Minimum 1 year of applicable investing experience, with fixed income and/or private asset experience preferred.
  • Bachelor’s degree (B.A.) from four-year institution.
  • Professional designations in progress a plus, such as: CFA, CAIA, CBA/CBF/CCE, CRC.

 

SPECIFIC KNOWLEDGE AND SKILLS:

  • Passion for our mission to create positive impact.
  • Experience utilizing Excel for financial modeling purposes.
  • Ability to analytically assess the financial position of a company and communicate findings, both written and verbally.
  • Experience utilizing portfolio management and accounting software.
  • Preference for prior experience with managed investment products.
  • Interest in socio-economic development and knowledge of emerging market investing a plus.
  • Ability to read and interpret complex legal documents.
  • Ability to work across cultures, communicate with colleagues in different time zones and be an effective team player.
  • Strong organizational and time management skills.
  • Excellent communication skills.
  • Flexible schedule to allow for availability to other investment department members as needed.
  • Fluency in foreign languages is a plus.

CURRENT INTERNSHIP OPENINGS

We currently do not have any open positions. Please check back soon.