助理分析师 - 远程
Associate Analyst - Remote
Termgrid 正在重新定义私人资本市场的规则。我们为交易专业人士打造了该领域的标杆操作系统——一个全球最复杂的私募股权发行人、贷款人和顾问管理其融资流程每个阶段的平台。
由 Dipish Rai(哈佛商学院MBA,印度理工学院,哥伦比亚大学;前 Providence Equity 高管)和 Vishal Singh(哥伦比亚大学计算机科学硕士;前 Link3D CTO,后被纳斯达克上市公司 MTLS 收购)于 2019 年创立的 Termgrid,已实现许多金融科技公司梦寐以求的目标:4 家全球排名前五的私募股权公司将我们视为其核心技术合作伙伴。覆盖 1600+ 机构,服务 30,000+ 专业人员。
我们曾获得 PE Wire 美国奖项 2024 年度新解决方案提供商、PE Wire 美国奖项 2025 年度安全工作流管理提供商,并入围 PE Wire 欧洲奖项 2026 和 The Drawdown 奖项 2025。这并不是一家正在摸索方向的公司——而是一个已经脱离发射台的火箭。
1.7 万亿美元的私人信贷市场正以惊人的速度增长。每笔十亿美元的交易、每段 GP-LP 关系、每项待执行的杠杆收购都在通过为旧时代设计的工作流程进行。Termgrid 是改变这一切的平台——而我们才刚刚开始。
你将负责
- 全球客户支持:作为专业服务团队的一员,支持美国、欧洲和亚洲的客户,确保一致且高质量的体验。
- 组合管理:管理并维护客户的组合信息,通过 Termgrid 平台确保数据准确性和可访问性。协调并监督数据摄入流程,确保顺利的上线和更新。
- 客户洞察与报告:通过提供客户使用模式、参与指标和关键反馈,协助季度业务回顾(QBR)。
- 客户关系管理:与客户经理合作处理与 Termgrid 组合产品相关的客户咨询和问题,确保及时解决和主动沟通。
- 知识管理:开发、维护和更新内部和外部知识库文章,提升客户赋能和内部运营效率。
- 跨职能协作:与产品和工程团队紧密合作,传达客户需求,提供反馈,并参与持续的产品改进。
我们寻找的人选需具备
- 扎实的学术背景,拥有学位
查看英文原文
Termgrid is rewriting the rules of private capital markets. We built the category-defining operating system for deal professionals — the platform where the world's most sophisticated private equity sponsors, lenders, and advisors manage every stage of their financing workflows.
Founded in 2019 by Dipish Rai (Harvard MBA, IIT, Columbia; ex-Providence Equity) and Vishal Singh (Columbia MS CS; ex-CTO Link3D, acquired by Nasdaq: MTLS), Termgrid has achieved what few fintech companies dream of: 4 of the top 5 global private equity firms trust us as their core technology partner. 1600+ institutions. 30,000+ professionals.
We've been named New Solution Provider of the Year at the PE Wire US Awards 2024, Secure Workflow Management Provider of the Year at the PE Wire US Awards 2025, and shortlisted for the PE Wire EU Awards 2026 and The Drawdown Awards 2025. This isn't a company finding its footing — this is a rocket that has already cleared the launchpad.
The $1.7 trillion private credit market is growing at breakneck speed. Every billion-dollar deal, every GP-LP relationship, every leveraged buyout in the pipeline is moving through workflows that were built for a different era. Termgrid is the platform that changes all of that — and we're just getting started.
What You’ll Do
- Global Client Support: Work as part of the Professional Services organization to support clients across the US, Europe, and Asia, ensuring a consistent and high-quality experience.
- Portfolio Management: Manage and maintain portfolio information for clients, ensuring data accuracy and accessibility through the Termgrid platform. Coordinate and oversee the data ingestion process to ensure smooth onboarding and updates.
- Client Insights & Reporting: Contribute to Quarterly Business Reviews (QBRs) by providing insights on client usage patterns, engagement metrics, and key feedback.
- Client Relationship Management: Work with Account Managers on client inquiries and issues related to Termgrid’s Portfolio product, ensuring timely resolution and proactive communication.
- Knowledge Management: Develop, maintain, and update internal and external knowledge base articles to enhance client enablement and internal operational efficiency.
- Cross-functional Collaboration: Partner closely with Product and Engineering teams to communicate client needs, provide feedback, and contribute to ongoing product enhancements.
What We’re Looking For
- A solid academic background with a degree in finance, business, economics, or a related field.
- 4-8 years of experience in leveraged finance, investment banking, capital market or private equity firm or similar domain.
- You are passionate about delivering exceptional customer experiences and thrive on receiving a "wow" response from clients.
- Your attention to detail is outstanding; our clients are sophisticated investors, and building their trust is essential.
- You have a solid understanding of corporate and leveraged finance; terms like "term loan," "syndications," and "capital structure" resonate with you.
- You are systematic and methodical, consistently meeting your commitments and quickly identifying business opportunities.
- You have strong prioritization skills and can work across various time zones (US, EU, and Asia).
- Remote-friendly flexibility with a high-performance, async-first culture
- Work from home set up