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Fixed Income

Title Associate/VP Credit Analyst – Middle Market Corporate Loans
Categories Alternative Credit, CLO, Credit Analysis, Credit Analyst, Credit Research, Credit Risk, Fixed Income, Investment Funds, Private Credit
Location New York, NY
Job Information

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
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Title VP Treasury/Cash Management Solutions – Alternative Investment Fund
Categories Alternative Investment Management, Cash Management, Fixed Income, Treasury Management
Location New York, NY
Job Information

Our elite global Alternative Investment Fund client is seeking to recruit a VP Treasury/Cash Management Solutions to provide short-term fixed income investment advise and develop sophisticated cash management and liquidity solutions for high-profile firm clients and their advisors, including family offices, UHNW individuals & families and institutional clients.

Responsibilities:

  • Provide short-term fixed income investment advise and develop sophisticated cash management and liquidity solutions for high-profile firm clients and their advisors, including family offices, UHNW individuals & families and institutional clients
  • Serve as the as the senior treasury and cash management subject matter expert, advising clients on liquidity solutions and short-term investing
  • Advise firm clients on investments in short-term financial instruments, including treasuries, money market funds, short-term corporate bonds, CLOs, municipal bonds and other short-duration instruments
  • Build and construct short-term portfolios consistent with client liquidity needs, credit guidelines, and yield objectives
  • Proactively monitor short-term markets, rates, and credit conditions to inform on portfolio positioning and implementation
  • Provide liquidity planning and operating cash management advice to UHNW clients, families, family offices, and institutional clients
  • Create cash management frameworks that align with client objectives, liquidity requirements, and risk tolerance
  • Assess client operating cash needs, liquidity profiles, and short-term funding requirements
  • Oversee and monitor client cash and short-duration portfolio performance against benchmarks and objectives
  • Analyze and evaluate liquidity, credit quality and counterparty exposure
  • Establish best practices and investment policies governing short-term investing, cash management and counterparty risk
  • Help establish and scale the treasury architecture supporting the platform, including cash management frameworks, counterparty guidelines, and short-duration investment policies
  • Work closely with investment teams and senior management across the Advisory platform on portfolio construction and balance sheet solutions

Requirements:

  • Bachelor’s Degree; MBA or CFA is a plus
  • 8+ years of treasury, cash management and/or short-term fixed income investing experience
  • Subject matter expertise in cash management, liquidity planning and short-term fixed income investing
  • Experience working in bank treasury, institutional treasury or wealth management treasury solutions
  • Demonstrated experience advising sophisticated clients or managing operating liquidity for large, complex balance sheets
  • Deep understanding of money markets, repo markets and short-term credit markets
  • Experience investing across U.S. Treasuries, money market funds, repurchase agreements, and short-term corporate bonds
  • Proven experience being responsible and accountable for cash management and liquidity outcomes
  • Highly motivated and organized with an entrepreneurial mindset
  • Advanced communication, interpersonal and presentation skills
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