Private Credit Investment Analyst/Senior Analyst

Role Overview

• Support the underwriting team with financial statement analysis, modeling, forecasting and sensitivity analysis
• Providing and presenting earnings on portfolio companies
• Industry data collection and trend analysis
• Business and financial strategy assessments
• Presenting investments to Portfolio Managers and Investment Committee members
• Monitoring of market movements through daily meetings with portfolio managers, economists, and strategists
• Keep abreast of industry initiatives and market trends that impact the business
• Provide support for deal transaction process including execution oversight and valuation analysis

Requirements

• Bachelor’s Degree Required: Majors preferred include Finance, Accounting, and/or Economics, and a minimum GPA of 3.0
• Minimum of 1 year of relevant internship/work experience in direct lending or private credit preferred.
• One year credit research experience preferred
• Strong analytical, leadership, problem-solving skills and organizational skills
• Strong written, oral communication, and interpersonal skills
• Proficient in MS Office applications (Excel, Word, PowerPoint)
• Financial modelling skills preferred
• Enjoys being a part of a team but can work independently
• CFA Preferred

Benefits

• Medical, dental, vision, life insurance, disability insurance
• Paid Time Off (PTO), and leave of absences, such as parental and military leave
• 401(k) plan with company match (up to 4%)
• Company-funded pension plan
• Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
• Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
• Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
• Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.