Funds Ratings - Associate / Associate Director (NY)
About the role
Assist with credit research on a variety of funds, closed-end funds, and other investment vehicles.
Assist with the development of rating and analytical tools such as cash flow and asset coverage models used to evaluate fund debt structures.
Assist in the quantitative and qualitative preparation and presentation of internal credit memos and publications.
Participate in diligence meetings with fund management teams to assess their investment acumen, risk management skills, and overall ability to develop and successfully execute strategies.
Develop and maintain complex spreadsheets and databases.
Ability to leverage and seamlessly collaborate with KBRA experts in other sectors such as project finance, corporate finance, financial institutions, and structured finance.
Assist in research for internal and publication purposes.
Responsibilities
- Assist with credit research on a variety of funds, closed-end funds, and other investment vehicles.
- Assist with the development of rating and analytical tools such as cash flow and asset coverage models used to evaluate fund debt structures.
- Assist in the quantitative and qualitative preparation and presentation of internal credit memos and publications.
- Participate in diligence meetings with fund management teams to assess their investment acumen, risk management skills, and overall ability to develop and successfully execute strategies.
- Develop and maintain complex spreadsheets and databases.
- Ability to leverage and seamlessly collaborate with KBRA experts in other sectors such as project finance, corporate finance, financial institutions, and structured finance.
- Assist in research for internal and publication purposes.
Requirements
- Bachelor’s degree in Finance, Business, or Math related fields or any subject that results in strong analytical skills.
- Four (4) to Eight (8) years of work experience as a credit analyst with experience in fund lending, investing, or structured finance is a significant plus.
- Ability to work as an integral part of a highly collaborative team and across disciplines in a challenging and dynamic environment.
- Ability to manage time and resources in a fast-growing company.
- Effective oral and written communications skills.
- Proficiency in Advanced Excel, ability to cash flow model is a significant plus.
- Extremely high attention to detail.
- Proficiency in SQL and VBA for querying databases a strong advantage.
- Successful progression towards CFA a plus.
- Familiarity with Generative AI tools such as ChatGPT for research, data insights, and general productivity is a plus.
Qualifications
- Bachelor’s degree in Finance, Business, or Math related fields or any subject that results in strong analytical skills.
- Four (4) to Eight (8) years of work experience as a credit analyst with experience in fund lending, investing, or structured finance is a significant plus.
- Ability to work as an integral part of a highly collaborative team and across disciplines in a challenging and dynamic environment.
- Ability to manage time and resources in a fast-growing company.
- Effective oral and written communications skills.
- Proficiency in Advanced Excel, ability to cash flow model is a significant plus.
- Extremely high attention to detail.
- Proficiency in SQL and VBA for querying databases a strong advantage.
- Successful progression towards CFA a plus.
- Familiarity with Generative AI tools such as ChatGPT for research, data insights, and general productivity is a plus.
Skills
- Strong analytical skills.
- Experience in fund lending, investing, or structured finance.
- Collaboration and teamwork skills.
- Time management and resource management skills.
- Effective communication skills.
- Advanced Excel proficiency.
- Cash flow modeling skills.
- SQL and VBA proficiency.
- Progression towards CFA.
- Familiarity with Generative AI tools.
Benefits
- A hybrid work schedule (Tuesday, Wednesday and Thursdays in the office).
- Competitive benefits and paid time off.
- Paid family and disability leave.
- 401(k) plan, including employer match (100% vested).
- Employee referral bonus program.
Pay
The anticipated annual base salary range for this full-time position is $105,000 to $140,000. Offer amounts are determined by factors such as experience, skills, geography, and other job-related factors.
Schedule
A hybrid work schedule (Tuesday, Wednesday and Thursdays in the office)