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Details
  • Location: New York NY
  • Type: Perm
  • Job #23314

Company Overview:
A leading investment firm with over $55 billion in assets under management is seeking to add a Credit Analyst to its Credit Analyst Team. The role involves working on the firm's Credit platform, which focuses on leveraged loans and includes Direct Lending funds and a CLO platform.

Job Responsibilities:

  • Manage the collection and distribution of financial updates for an assigned portfolio company coverage list
  • Assess portfolio company performance through review of financial statements and discussions with management
  • Prepare financial update flash summaries and monitoring reports
  • Perform ongoing diligence and provide regular updates to Portfolio Managers
  • Conduct fundamental credit analysis of new leveraged loan deals
  • Draft investment memos and present to Investment Committee
  • Perform quarterly valuation analysis of illiquid investments
  • Prepare various monthly and quarterly internal and external reporting packages
  • Organize and execute recurring portfolio management oriented workstreams
  • Maintain fund models and provide regular updates on earnings projections

Qualifications:

  • Finance or accounting degree, GPA 3.5+
  • 2-3 years of experience in financial services
  • Strong Microsoft Excel skills, including basic knowledge of macros and pivot tables
  • CPA / CFA or other professional designation a plus

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