| Job Information |
Our global Alternative Investment Management client is seeking to recruit a lateral Investment Banking Analyst (Leveraged Finance or M&A) to be a key member of their global middle market direct lending team. The Associate will will work directly with sophisticated institutional investors on fund formation, fundraising, fund development and investment analysis. The qualified candidate will have advanced financial modeling and client-facing skills.
Responsibilities:
- Perform institutional fundraising and fund development for the firm’s main funds and separately managed accounts
- Participate in meetings with institutional investors, private equity sponsors and prospective clients and assist with structuring, negotiation and the formation of new funds
- Develop client presentations, pitch materials and analytics and marketing collateral
- Perform ongoing portfolio monitoring, performance analysis and financial data management (from origination to payoff)
- Perform investment analysis and underwrite new loan transactions
- Assist with loan term negotiations and documentation
- Work closely with internal teams across sales operations, finance/accounting, compliance and investor relations
Requirements:
- Bachelor’s Degree
- 1-3 years of leveraged finance or M&A investment banking experience
- Broad financial modeling experience and demonstrated ability to build LBO, DCF and three-statement models
- Fundamental knowledge of financial analysis and accounting concepts
- Formal credit training is a plus
- Detail oriented, highly motivated and intellectually curious with a strong work ethic
- Advanced MS Excel and PowerPoint skills
- Ability to thrive in a fast-paced deadline driven environment
- Experience developing client presentations and marketing collateral
- Excellent communication, business writing and presentation skills
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