Credit Research

Our global Financial Services client is seeking to recruit a Senior Credit Analyst with demonstrated experience analyzing credit, performing cash flow analysis, analyzing collateral and modeling complex esoteric RMBS securities and residential loan products. The incumbent will interact frequently with investors, firm clients and financial market stakeholders and mentor junior analysts.

Responsibilities:

• Analyze complex esoteric RMBS securities and residential loan products
• Perform credit, cash flow and collateral analysis
• Lead analysis of bond originators and servicers
• Model and analyze bond structures including the reviews of legal structures and transaction documentation
• Serve as the primary point of contact for investors, deal participants and firm clients
• Lead ongoing surveillance of existing transactions and evaluate and report on changes to creditworthiness
• Author and publish credit research, methodology analysis and topical market commentary
• Manage, coach and mentor junior credit analysts
• Attend and participate in industry events and investor roundtables

Responsibilities:

• Bachelor’s Degree
• Approximately 10 years of RMBS or residential real estate credit analysis
• Advanced MS Excel skills
• Demonstrated experience analyzing esoteric residential loan product and securities – RTLs, Non-QM loans, second-lien loans, reverse mortgages, etc.
• Advanced financial modeling and cash flow modeling experience
• Advanced business writing skills
• Experience mentoring and coaching junior analysts
• Ability to travel as required

Our global Financial Services client is seeking to recruit a Credit Analyst to analyze new issue CMBS transactions and perform comprehensive credit analysis for a variety of commercial real estate loan transactions and CMBS securitizations.

Responsibilities:

• Analyze new issue CMBS transactions and perform comprehensive credit analysis for a variety of commercial real estate loan transactions and CMBS securitizations
• Analyze bond originators and servicers
• Model and analyze bond structures including the reviews of legal structures and transaction documentation
• Interact with investors, market stakeholders and firm clients
• Perform surveillance of existing transactions, evaluate ongoing creditworthiness and report on changes
• Author and publish credit research, methodology analysis and topical market commentary
• Attend and participate in industry events and investor roundtables

Responsibilities:

• Bachelor’s Degree
• 3+ years of CRE debt underwriting or CMBS securitization
• Advanced MS Excel skills
• Demonstrated CMBS credit securitization or Commercial Real Estate debt underwriting experience
• Advanced financial modeling and cash flow modeling experience
• Advanced business writing skills
• Ability to travel as required

Our global Financial Services client is seeking to recruit a Credit Analyst with experience analyzing RMBS transaction credit, performing cash flow analysis, analyzing collateral and modeling RMBS securities and residential loan products.

Responsibilities:

• Analyze creditworthiness of RMBS transactions and model securities and residential loan products
• Perform credit, cash flow and collateral analysis
• Lead analysis of bond originators and servicers
• Model and analyze bond structures including the reviews of legal structures and transaction documentation
• Serve as the primary point of contact for investors, deal participants and firm clients
• Lead ongoing surveillance of existing transactions and evaluate and report on changes to creditworthiness
• Author and publish credit research, methodology analysis and topical market commentary
• Attend and participate in industry events and investor roundtables

Responsibilities:

• Bachelor’s Degree
• 5+ years of RMBS or residential real estate credit analysis
• Advanced MS Excel skills
• Knowledge of esoteric residential loan product and securities – RTLs, Non-QM loans, second-lien loans, reverse mortgages, etc.
• Advanced financial modeling and cash flow modeling experience
• Advanced business writing skills
• Ability to travel as required

Our global Financial Services client is seeking to recruit a VP Credit Analyst to serve as a lead analyst covering complex consumer, esoteric and commercial ABS transactions, performing collateral analysis, evaluating  and modeling underlying credit structures and mentoring junior analysts.

Responsibilities:

• Serve as a lead analyst covering complex consumer, esoteric and commercial ABS transactions, performing collateral analysis, evaluating and modeling underlying credit structures and mentoring junior analysts
• Lead analysis of bond originators and servicers
• Model and analyze bond structures including the reviews of legal structures and transaction documentation
• Serve as the primary point of contact for investors, deal participants and firm clients
• Lead ongoing surveillance of existing transactions and evaluate and report on changes to creditworthiness
• Author and publish credit research, methodology analysis and topical market commentary
• Manage, coach and mentor junior credit analysts
• Attend and participate in industry events and investor roundtables

Responsibilities:

• Bachelor’s Degree
• Approximately 10 years of structured finance credit analysis experience
• Advanced MS Excel skills
• Demonstrated experience analyzing the credit worthiness across ABS asset classes
• Knowledge of consumer, esoteric and commercial ABS asset classes preferred
• Advanced financial modeling and cash flow modeling experience
• Advanced business writing skills
• Experience mentoring and coaching junior analysts
• Ability to travel as required

Our elite global Financial Services client is seeking to recruit several Associate/VP level Credit Analysts to analyze and evaluate middle market corporate loans, senior secured direct lending investments and private  credit backed loan portfolios.

Responsibilities:

• Analyze and evaluate middle market corporate loans, senior secured direct lending investments and private credit backed loan portfolios
• Build and maintain complex financial models to assess collateral, cash flow, loan portfolio stress testing, and credit structures
• Author and publish credit research focused on corporate portfolio finance, direct lending, and the structured credit markets
• Interact with and conduct due diligence meetings with asset managers, direct lenders, arrangers, and other middle market corporate loan issuers
• Assess assess underwriting standards, portfolio management practices, risk management frameworks, and performance metrics
• Assist with and/or lead ongoing monitoring and transaction surveillance analyzing portfolio performance, credit migration, and concentration trends
• VP level analysts will supervise, mentor and professionally develop junior team members
• Assist in developing analytical tools
• Prepare credit memoranda and reports for internal credit committee presentations

Requirements:

• Bachelor’s Degree
• Associate Level: 2+ years of relevant corporate credit analysis experience
• VP Level: 8+ years of credit analysis experience analyzing various debt instruments backed by portfolios of middle market corporate loans, private fund investments and/or corporate loans, notes, and bonds
• Advanced Excel, financial modeling and cash flow analysis skills
• Demonstrated ability to analyze creditworthiness of fixed income, corporate loan and/or bond investments
• Advanced communication, presentation and business writing skills

Our elite global Investment Management client is seeking to recruit an Alternative Investment Analyst to evaluate new investment opportunities, make investment recommendations and monitor existing alternative asset investments across the firm’s private equity and co-investment portfolio.

Responsibilities:

• Evaluate new investment opportunities, make investment recommendations and monitor existing alternative asset investments across the firm’s private equity and co-investment portfolio
• Evaluate a variety of investment opportunities across private equity, opportunistic credit, real estate, venture capital and infrastructure
• Recommend investment opportunities based on fundamental analysis
• Monitor existing portfolio investments and conduct performance reviews
• Review legal documents, deal covenants and deal structures to asses investment value and risk
• Interact with sell side, buyside and ratings analysts
• Collaborate with internal teams, external advisors, GPs and other key internal and external stakeholders
• Mentor and coach junior analysts

Requirements:

• Bachelor’s Degree
• 5+ years of private equity or credit investment analysis experience
• Fundamental experience analyzing complex financial data and corporate financial statements
• Strong knowledge of alternative investment, private equity and co-investment strategies
• Excellent communication, presentation and business writing skills
• Advanced financial modeling and technical financial skills
• Advanced MS Office skills

Our elite global Investment Management client is seeking to recruit an experienced Investment Analyst to analyze and evaluate investment grade credit investments across the Healthcare sector.

Responsibilities:

• Analyze and evaluate investment grade credit investments across the Healthcare sector
• Perform fundamental credit analysis, evaluate investment opportunities and make sound investment recommendations
• Lead coverage for the healthcare investment portfolio
• Interact frequently with key sell-side and ratings analysts to gain a broader view of credit market trends and conditions
• Research and analyze relative value, maturity and total exposure investment opportunities in coordination with the firms risk appetite and investment strategy
• Assist with special projects and group-wide process improvement initiatives
• Conduct portfolio analysis/reporting and respond to information requests from senior management

Requirements:

• 7+ years of corporate credit research and analysis experience
• Experience analyzing investment opportunities and making investment recommendations
• Experience analyzing Healthcare sector investment opportunities
• Experience analyzing Pharma and/or Healthcare REITs is a plus
• Advance writing, communication and presentation skills
• Ability to influence key stakeholders and
• Advanced MS Excel and PowerPoint skills
• Bachelor’s Degree

Our elite global Financial Services client is seeking to recruit an experienced Credit Analyst to analyze and evaluate corporate credit quality, credit structures and transactions across multiple industry sectors including  power, energy and renewable energy.

Responsibilities:

• Analyze and evaluate corporate credit quality, credit structures and transactions across multiple industry sectors including including power, energy and renewable energy
• Perform quantitative financial and credit analysis across a variety of transactions: PPP Infrastructure, energy transmission, ESG infrastructure, etc.
• Analyze project financing documentation and project credit structures
• Develop and analyze complex project financial models and perform cash flow analysis
• Perform project surveillance analysis and identify market and industry trends that may affect project credit and financial quality
• Interact regulatory with project investors, debt issuers and other project stakeholders
• Create presentations for internal credit committee review
• Author and publish credit research, industry trend analysis and market commentary

Requirements:

• Bachelor’s Degree
• MBA or CFA preferred
• 5+ years of corporate credit analysis covering the power, energy, infrastructure or project finance industry
• Well developed financial analysis experience – formal credit training preferred
• Advanced financial modeling, cash flow analysis and credit skills
• Experience analyzing project financing documentation
• Strong business writing, communication and presentation skills