Analyst / Associate - Capital Solutions - New York

Responsibilities

• Play an integral role in the origination and execution of financing mandates, including primary capital raises, refinancings, recapitalizations, and merger and acquisition financings, while working closely with senior bankers, clients, and investors.
• Draft and coordinate marketing materials to drive origination and execution efforts, including client pitches, capital markets updates, confidential information memoranda, investor presentations, and other ad-hoc client-facing materials.
• Build, refine, and maintain detailed financial models and credit analyses used directly in client materials, lender diligence, and financing negotiations.
• Prepare and interpret company and transaction comparables to assess market pricing, leverage tolerance, covenant structures, and investor appetite.
• Perform fundamental credit analysis, including assessment of business risk, cash flow sustainability, leverage and coverage metrics, covenant headroom, and downside scenarios.
• Manage day-to-day transaction execution workstreams, including data room setup and maintenance, diligence coordination, Q&A tracking, and interaction with lenders, investors, and other counterparties.
• Maintain internal transaction and pipeline tracking tools, ensuring accuracy and organization in a fast-paced, multi-mandate environment.
• Support investor outreach and capital formation efforts by maintaining investor databases, tracking feedback and indications of interest, and assisting with capital allocation analyses.
• Monitor financing market conditions, comparable transactions, and investor activity to inform financing strategies and client recommendations.
• Over time, take an active role in covering clients (financial sponsors, public companies, private corporates) and investors (alternative asset managers, direct lenders, credit hedge funds, etc.).
• Work closely with senior bankers and clients in a lean team setting, demonstrating ownership, judgment, and professionalism while managing multiple priorities and deadlines.

Qualifications

• Qualified applicants will prove to be highly motivated and team-oriented with excellent leadership records.
• The successful candidate will demonstrate a strong background in financial modeling, finance, and accounting as well as possess excellent verbal and written communication skills, outstanding project management skills, and exceptional attention to detail.
• Demonstrated proficiency in preparing and analyzing company and transaction comparables across leveraged loan, high yield, and private credit markets to assess pricing, structure, and market receptivity.
• Fundamental credit underwriting capabilities, including evaluation of business and industry risk, cash flow sustainability, leverage and coverage metrics, covenant headroom, and downside sensitivities.
• Experience supporting and executing capital markets and financing transaction processes, including preparation of lender and investor marketing materials, management presentations, data room coordination, and investor Q&A workflows.
• Strong organizational and process-management skills, with the ability to utilize technology and data tools to build and maintain financing databases, investor and lender relationships, market comps, and transaction pipeline tracking.
• Highly collaborative and team-oriented professional with a strong work ethic, attention to detail, and the maturity to interface directly with clients, investors, and senior deal bankers.
• Proactive self-starter with an entrepreneurial spirit that is comfortable operating within a lean organization and a desire to play an integral role in business development efforts / strategies.