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Structured Credit

Title Director Fund Finance (Private / Institutional Investors)
Categories Credit Analysis, Credit Analyst, Fund Finance, Structured Credit, Structured Finance
Location New York, NY
Job Information

Our elite global Financial Services client is seeking to recruit a Director level credit analyst to model, evaluate, monitor and assess the credit worthiness of fund financing facilities, asset financing facilities and investment debt products issued by investment funds, private credit funds and other related institutional and private investors.

Responsibilities:

  • Serve as a lead analyst in modeling, evaluating, monitoring and assessing the creditworthiness of of fund financing facilities, asset financing facilities and investment debt products issued by investment funds, private credit funds and other related institutional and private investors
  • Perform capital structure, collateral and cash flow analysis and evaluate factors that can negatively affect creditworthiness of investment vehicles
  • Analyze and evaluate consumer, esoteric and/or equipment ABS assets
  • Conduct investor and issuers meetings and continuously monitor existing credit portfolios
  • Perform due diligence and risk management of investment processes and investment strategies
  • Author in-depth credit research reports for internal and external publication
  • Present credit findings to internal credit committees
  • Interact with media, key financial market participants and investment finance professionals to discuss market and industry trends
  • Attend and participate in industry conferences
  • Assist with developing best practices, automation tools and analytical tools
  • Supervise, coach and mentor junior staff as required

Requirements:

  • Bachelor’s Degree
  • CFA designation strongly preferred
  • 8+ years of relevant credit analysis or credit research experience
  • Experience analyzing fund financing facilities, fixed income products, or structured finance products preferred
  • Experience analyzing consumer, esoteric and/or equipment ABS assets preferred
  • Advanced Excel modeling and quantitative financial skills required
  • Demonstrated ability to analyze and synthesize creditworthiness of complex fund structures
  • Fundamental knowledge of private financial markets and private investment strategies
  • Demonstrated knowledge of fund finance products such as NAV loans, subscription credit lines, fund feeders, hybrid financing facilities, etc.
  • Strong capital structure, collateral and cash flow analysis skills
  • Proven ability to review and analyze legal documentation and fund structures
  • Advanced communication, presentation and business writing skills
  • Well development interpersonal and relationship building skills
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Title VP Strategy and FP&A – Structured Credit/Private Credit
Categories Alternative Credit, Alternative Investing, Asset Backed Securities, Commercial Real Estate, Corporate Finance, Corporate Strategy, FP&A, Private Credit, Strategic Planning, Structured Credit
Location New York, NY
Job Information

Our elite global Alternative Investment Fund client is seeking to recruit a VP Strategy and FP&A to serve as the strategic partner providing finance and strategy leadership for the asset-based finance and commercial real estate private credit investment, product development and investor relations teams.

Responsibilities:

  • Serve as the strategic partner providing finance and strategy leadership for the asset-based finance and commercial real estate private credit investment product development and investor relations teams
  • Own financial modeling, budgeting, forecasting, board materials, management reporting and long-term strategic planning for the asset-based finance and commercial real estate strategies within the private credit platform
  • Support fund launches, financings, new product development, investor relations and help shape long-term strategy
  • Analyze fee economics, expense allocations, profitability and revenue drivers
  • Track capital deployments, investment returns and AUM growth
  • Perform scenario analysis to support capital allocation, financing and investment decisions
  • Product monthly real assets management reporting and board materials
  • Prepare decks and materials for management committee and board meetings
  • Develop process improvements to automate reporting and analytics
  • Conduct ad hoc analysis and reporting for investment teams
  • Serve as a thought leader to senior private credit stakeholders on real asset strategy
  • Oversee peer benchmarking, market analysis and competitive analysis
  • Provide structuring and economics support to product development teams
  • Analyze strategic initiatives including new product launches, M&A activity and fund structures
  • Support the investor relations team with investor inquiries, reporting and fundraising activity
  • Support the investment team with negotiating bank facilities and subscription lines of credit
  • Support business operations across real assets investing

Requirements:

  • Bachelor’s Degree
  • MBA, CPA or CFA preferred
  • 6+ years of corporate finance, strategy or FP&A experience in the private credit industry
  • Advanced financial modeling, budgeting, forecasting and long-term strategic planning skills
  • Demonstrated experience supporting strategic initiatives and preparing board and executive materials
  • Demonstrated expertise with complex, multi-entity and private credit structures
  • Strong knowledge of performance metrics and fund structures
  • Advanced PowerPoint and Excel skills
  • Strategic thinker with strong project management, executive leadership and problem solving skills
  • Ability to thrive in a lean and fast-paced environment while managing multiple workstreams

 

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