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Private Credit

Title Investment Banking Analyst (Middle Market Private Credit/Direct Lending)
Categories Alternative Investment Management, Financial Modeling, Leveraged Finance, Private Credit
Location New York, NY
Job Information

Our global Alternative Investment Management client is seeking to recruit a lateral Investment Banking Analyst (Leveraged Finance or M&A) to perform fundraising, fund development, investment analysis and new loan transaction underwriting. Advanced financial modeling, presentation development and client-facing skills required.

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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