Analyst (or Associate) - Direct Lending

New Deals

• Assisting the Underwriting Team in assessing new investment opportunities for the Firm
• Preparing investment and downside case financial models
• Preparing investment memoranda for presentation to the Investment Committee
• Preparation of company, industry and financial charts and analysis
• Independent research on company and industry (internet, analyst reports, public comps)
• Coordination of deal closings

Portfolio Management

• Preparing portfolio reviews for existing investments
• Preparing historical and projected covenant models
• Written credit analysis of historical and projected financial performance
• Reviewing internal monitoring templates to ensure accuracy of investment detail
• Managing accounts by monitoring industry events and through company press releases and monthly / quarterly financials, industry and company research reports
• Processing amendment / waiver requests, as necessary

Candidate Requirements

• Bachelor’s Degree required, preferably with a major in Finance, Accounting, Economics or related financial subject area with an outstanding record of academic achievement
• 1 to 3 years of experience in leveraged credit or investment banking
• Strong analytical, financial modeling and research skills
• Proficient in Excel, Word, PowerPoint and other software
• Demonstrated ability to effectively leverage AI tools in day-to-day work, with strong critical thinking to assess accuracy, limitations and appropriate use of AI generated outputs
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Critical Competencies for Success

• Leadership: Focus on the right goals and priorities, develop self and others, influence and engage with others to contribute to a supportive and inclusive culture.
• Achieving Results: Develop careful plans, deliver consistently and effectively, hold self and others accountable for delivering high quality results, remove barriers to ensure others can contribute and grow.
• Personal Effectiveness: Build strong relationships, treat others with respect, communicate effectively, exceed expectations, adapt to changing circumstances.
• Thinking Critically: Understand the business, rely on analytical reasoning, seek diverse perspectives to solve problems, anticipate issues and address them in advance.

Department-Specific Competencies

• Deal Execution: Evaluate, structure and execute investment opportunities and transactions.
• Relationship Management: Establish, develop and manage internal and external relationships.
• Portfolio Management: Actively monitor portfolio companies to identify risks and opportunities that may impact overall performance.
• Risk Management: Demonstrate credit acumen by leveraging tools and analyses and interpreting due diligence findings to guide decisions while balancing risks and rewards.
• Financial Analysis: Use financial analyses to generate insights and support fact-based decision making.
• Competitive Positioning: Demonstrate knowledge of the Firm's capabilities, the Firm’s position in the industry, competitors’ capabilities and end markets. Recognize implications of knowledge on Firm’s positioning.
• Legal Documentation: Demonstrate knowledge of legal documentation, processes and procedures.

Compensation & Benefits

• Base salary range for this position will be $185,000 to $200,000 for an Associate and $160,000 to $165,000 for an Analyst.
• Actual salaries may vary based on factors such as skills, experiences and qualifications for the role.
• The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered.