Termgrid
Website:
termgrid.com
Company:
https://www.linkedin.com/company/termgrid
Seniority: Associate
Industries: Business Consulting and Services, Professional Training and Coaching, and Investment Banking
Job details:
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.
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 setup
Click on Apply to know more.
