Senior Investment Analyst, Private Debt

Key Responsibilities

• Working under direct supervision to assist in the underwriting of new funds and co-investments, monitoring existing book of fund/SMAs exposure and co-investments as part of a collaborative team
• Provide input into the analysis of existing portfolio of funds, SMAs and co-investment exposure
• Aid in the review of structure and negotiation of terms
• Aid in the completion of legal documentation with internal and external legal counsel
• Support the analysis of geopolitical impacts
• Take an active role in the development of investment theses materials for investment committee presentation
• Aid in the ongoing monitoring of the securities portfolio
• Review credit and sector fundamentals
• Aid in the early identification of emerging issues or risks
• Collaborate with other departments regarding relative value, sector analysis, asset class dynamics and portfolio construction
• Develop and maintain relationships with external business partners for deal flow and market color
• Create streamlined reporting and produce portfolio reports as needed
• Aid in data management and maintenance

Requirements

• Solid understanding of fixed income and financial concepts
• Understanding of economics and capital markets
• Exceptional analytical, critical thinking, and problem-solving capabilities
• High energy, positive attitude, collaborative and team oriented
• Composed and decisive under pressure or when challenged
• Driven, self-motivated, and intellectually inquisitive
• Creative, organized, responsive, and detail oriented
• Excellent written and verbal communication skills
• Able to build constructive and effective relationships
• Intermediate to advanced skills with Excel and other Office applications
• General understanding of technology including databases and other data analysis applications
• Proficiency with fixed income analytics applications

Qualifications

• Bachelor’s degree with MBA preferable
• Chartered Financial Analyst desired
• 4 to 7 years of related investment experience

Skills

• Solid understanding of fixed income and financial concepts
• Understanding of economics and capital markets
• Exceptional analytical, critical thinking, and problem-solving capabilities
• High energy, positive attitude, collaborative and team oriented
• Composed and decisive under pressure or when challenged
• Driven, self-motivated, and intellectually inquisitive
• Creative, organized, responsive, and detail oriented
• Excellent written and verbal communication skills
• Able to build constructive and effective relationships
• Intermediate to advanced skills with Excel and other Office applications
• General understanding of technology including databases and other data analysis applications
• Proficiency with fixed income analytics applications

Benefits

• Medical/dental/vision
• Life insurance
• Short and long term disability coverage
• Paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date
• Nine paid holidays
• Eight hours of Lifetime paid time off
• Eight hours of Unity Day paid time off
• 401(k) with company match
• Company-paid pension plan
• Business casual attire

Pay

$106,500.00 - $177,500.00

Schedule

Normal office environment. Some travel may be required.