Credit Analyst - CLO / Performing Credit

Responsibilities

• Perform fundamental credit analysis on new issue and secondary market leveraged loan opportunities.
• Build and maintain detailed financial models, valuation analyses, and downside case scenarios.
• Monitor existing portfolio investments and identify relative value opportunities.
• Conduct company, industry, sponsor, and capital structure diligence.
• Prepare investment memoranda and present recommendations to senior investment professionals and investment committees.
• Provide ongoing coverage and surveillance of assigned issuers and industries.
• Support portfolio construction, risk management, and relative value analysis across the platform.

Requirements

• 4+ years of relevant experience in leveraged finance, CLO investing, high yield research, ratings, private credit, or public credit investing.
• Demonstrated expertise within Technology, Healthcare, or Non-Bank Financials.
• Strong financial modeling and credit underwriting capabilities.
• Experience analyzing leveraged loans and corporate credits.
• Ability to work independently and formulate differentiated investment views.
• Excellent written and verbal communication skills.
• Bachelor's degree in Finance, Economics, Accounting, or a related field.
• CFA designation or progress toward the charter is preferred.

Sector Coverage

• Technology: Application Software, Enterprise Software, Cybersecurity, IT Services, Semiconductors, Communications Infrastructure, Digital Infrastructure / Data Centers, Payments & FinTech.
• Healthcare: Pharmaceuticals, CROs, Life Sciences, Healthcare Facilities, Healthcare Services, Healthcare IT, Medical Technology, Healthcare Manufacturing & Distribution.
• Non-Bank Financials: Wealth Management, Market Makers, Payments, Insurance, Financial Technology, Specialty Finance.