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Credit Analyst


Division

Financial Services

 

Location

New York, New York

Employment Type

Permanent

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A leading Private Equity firm has established a Credit arm that is rapidly growing. They are in search of an elite Credit Analyst, that is willing to touch across many avenues of the firm, from a front office stand point.   

Job Description:


Compensation : $100000 - $125000
Job ID : 12630


A rotational role within the Private Equity firms Credit arm. The Credit Analyst will be involved with all areas of portfolio management below. In the third year, each analyst in the program will begin to specialize in one or two core areas. After three years, assuming strong performance and business needs, there is an opportunity to join the investments team or to join the finance team.


Investment Due Diligence for CLO Platform (beginning 3-6 months into role, depending on need and performance; no prior experience necessary)

  • Conduct in-depth fundamental credit analysis of new issues in leveraged loans, including participating in investor presentations, management meetings, analyzing business drivers and risk, drafting investment write-ups, and presenting to investment committee

Portfolio Company Performance Monitoring

  • Assess portfolio company performance through review of financial statements, attendance on lender update calls, and discussions with company’s management, as needed
  • Prepare financial update flash summaries and monitoring reports
  • Maintain database of key investment metrics (both position-level and company-level)

Portfolio Company Valuations

  • Perform quarterly valuation analysis of illiquid investments
  • Liaise with valuation firms on external valuations

Management and Investor Reporting

  • Prepare various weekly, monthly, and quarterly internal and external reporting for portfolio managers, lending partners, equity investors, credit ratings agencies, etc.

Fundraising and Fund Financing Initiatives

  • Prepare ad hoc analyses and data requests for investors
  • Assist team with various financing, fundraising, investor relations, or new product activities

Portfolio Company Reporting Management

  • Monitor status of monthly, quarterly, and annual portfolio company financial updates and ensure financials are saved down and circulated to appropriate team for monitoring
  • Work with agents on missing information or follow up questions  

Job Requirements:


 

  • Finance or accounting degree, GPA 3.5+
  • 1-3 years of experience in financial services
  • Strong attention to detail required
  • Strong Microsoft Excel skills, which include basic knowledge of macros and pivot tables
  • CPA/CFA or other professional designation a plus  

Disclosure:  The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

 

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