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Investment Funds

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 Alternative Investment Analyst – Private Equity/Co-Investment Portfolio
Categories Alternative Investment Management, Credit Research, Equity Research, Investment Analysis, Investment Funds, Investment Management, Private Equity
Location Stamford, CT
Job Information

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
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