Associate (or Analyst), Bank Lines

About the role

The Managing Director of Structured Products (“SP”) is responsible for all debt and equity strategies and placement for the Firm. SP is responsible for structuring and placement of a variety of debt solutions for our various funds and accounts, all of which support our Direct Lending, Broadly Syndicated Loans (“BSL”) and Credit Opportunities businesses.

Responsibilities

• Assisting with structuring, negotiating and executing bank lines
• S supporting KYC workflows, document distribution and fee coordination
• Reviewing loan tapes, validating large datasets and identifying trends
• Modeling comparative structures, advance rates, portfolio sensitivities and discount factor impacts to support negotiations and decision-making
• Analyzing efficiency and optimizing usage of existing and potential ABL facilities including availability drivers, collateral marks and leverage capacity
• Updating CRM with facility terms and deal activity
• Supporting engagement with lenders to understand product appetite, capacity and alignment with the Firm’s bank line strategy
• Collaborating with Treasury, Product Solutions, Legal and Operations Teams to coordinate data, align structuring mechanics, ensure operational feasibility and support stakeholder communication
• Assisting in evaluating structuring options, understanding fund-specific mechanics and capturing trade-offs for internal decision-making
• Coinciding with internal groups to support pricing, closing, documentation review and ongoing maintenance of facilities
• Contributing to the drafting of internal memos summarizing structure recommendations, mechanics, lender feedback and operational considerations
• Researching market trends and maintaining awareness of structuring themes and lender behavior

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, Applied Math or related field with strong academic performance
• At least 2 years of relevant experience in structured finance, leveraged credit, investment banking or other analytical credit-focused roles
• Strong financial modeling, data analysis and structured problem-solving skills
• Excellent written and verbal communication; ability to present complex concepts clearly and concisely
• Highly detail-oriented, organized and effective at managing multiple workstreams simultaneously
• Proficiency in Excel and PowerPoint; comfort with large datasets and system-based analysis
• Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Qualifications & Experience

• Industry Knowledge: Demonstrates an understanding of the Firm’s position in the industry, specifically with regard to direct lending and asset management, as well as the competitive landscape. Monitors industry trends and changes and recognizes their relevancy and implications to the Firm.
• Firm and Product Knowledge: Demonstrates an understanding of the Firm’s investment strategies, client base, products and investor needs, including the Firm’s structure and competitive advantage in the marketplace.
• Innovation: Embodies an agile and creative mindset to help develop new solutions, continuously improve and optimize existing processes and impose structure in ambiguous circumstances through people, process and technology.
• Project / Program Management: Manages projects and / or programs through planning, identifying resources, executing, monitoring and communicating project activities and assessing impacts of the project decisions.
• Data Analysis: Surfaces, sources, analyzes and interprets data to identify trends and inform strategy and business decisions.
• Data and Content Stewardship: Follows appropriate policies and procedures to enter and manage data and content, including evaluating issues with data and content and taking appropriate steps to address them. Communicates with others regarding data and content stewardship to ensure accuracy and integrity and encourages others to uphold data and content stewardship practices.
• Relationship Management: Creates ways to engage others, cultivate trust and build long-term win-win partnerships with investors, business partners and internal teams.

Compensation And Benefits

For New York Only: It is expected that the base salary range for this position will be $165,000 to $175,000 for an Associate and $135,000 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.