Senior Manager, Alternative Investment Lending Analyst

About the role

This role offers a unique opportunity to work at the intersection of alternative investments, credit risk, and high-net-worth lending, supporting the growth of innovative lending solutions.

Responsibilities

• Analyze and assess alternative investment collateral, including: Private equity, private credit, real estate, and other alternative investment funds
• Structured notes and other complex structured products
• Private, restricted, or closely-held stock
• Review offering documents (e.g., PPMs, subscription agreements, indentures) to evaluate: Asset structure, liquidity, leverage, and valuation methodology
• Transfer restrictions, pledgeability, and control considerations
• Sponsor quality and governance features
• Provide written credit analysis on alternative investment collateral
• Support underwriting of high-net-worth borrowers, including analysis of: Borrower liquidity, net worth, and repayment capacity
• Concentration risk and portfolio diversification
• Aid in determining appropriate advance rates and risk mitigants based on: Asset volatility and liquidity, Borrower strength and overall collateral mix
• Support post-origination monitoring of alternative collateral, including periodic valuation reviews, sponsor or structure changes, and concentration and exposure tracking

Requirements

• 5+ years of experience in one or more of the following: Alternative investment analysis (PE, private credit, real assets, hedge funds)
• Credit underwriting or risk management
• Wealth management, private banking, or HNW lending
• Hands-on experience reviewing alternative investment structures and documentation
• Familiarity with lending to high-net-worth borrowers and assessing borrower financial strength
• Strong understanding of alternative asset liquidity, valuation, and risk characteristics
• Credit fundamentals and underwriting principles
• Strong written and verbal communication skills, particularly for credit memos and stakeholder discussions
• Detail-oriented with sound judgment in evaluating non-standard risks
• Exposure to collateralized lending or asset-backed credit

Qualifications

• CFA designation or progress toward CFA (a plus, not required)