Leveraged Lending Analyst

New Underwritings

• Review and analyze data rooms and key financial files.
• Lead due diligence calls with sponsors and company management.
• Collaborate with teams across Leveraged Finance, Industry Coverage, and Sponsor Coverage.
• Build and analyze LBO models for Credit Memos.
• Develop risk/return assessments, credit rationale, and business strengths/risks.
• Present and respond to questions from Investment Committee and Credit teams.

Portfolio Management

• Monitor borrower financial statements and track performance.
• Participate in quarterly lender calls and maintain ongoing communication with sponsors/management.
• Prepare quarterly and annual credit analyses and borrower reports.
• Regularly update internal risk ratings.
• Conduct ongoing analysis of allocated capital and credit risk.
• Identify cross-sell opportunities such as FX, interest rate hedging, and cash management.
• Research industry trends and comparable transactions.

Qualifications:

• Undergraduate degree in Finance, Economics, or Accounting with strong academic performance.
• 1–2 years of relevant experience in investment banking, corporate banking, corporate credit, or capital markets.
• Completion of a financial analysis credit training program preferred.

Key Skills:

• Strong analytical skills in financial, business, and credit analysis.
• Proficiency in building complex LBO models.
• Excellent written and verbal communication.
• Strong Microsoft Excel and MS Office skills.
• Ability to manage multiple projects with attention to detail.
• Strong interpersonal skills in team environments.
• Self-motivated, resourceful, and organized.

Compensation:

• Base salary with annual bonus eligibility.