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.