Associate, Corporate Credit Underwriting
Core
Analytical and project support for all investment related activities in the direct lending team, focusing on modeling, quantitative financial analysis, industry research, and portfolio monitoring.
Role type
Associate, Corporate Credit Underwriting (Direct Lending)
Builds
Investment committee memoranda, financial models, sensitivity analyses, and industry research reports.
Domain
Private Credit / Direct Lending
Required skills
Financial modeling, quantitative financial analysis, industry research, credit agreement analysis, Microsoft Excel, PowerPoint, written communication, verbal communication, problem-solving, attention to detail, organizational skills, initiative, independent work, collaborative work
Preferred skills
Leveraged Finance experience, credit investing experience, knowledge of bond indentures, finance/accounting/economics degree coursework
Technologies
Microsoft Excel, PowerPoint
Responsibilities
Construct financial models and sensitivity analyses; conduct exploratory research on potential investment opportunities; analyze and synthesize new investment opportunities; develop investment committee memoranda; develop relationships with management teams; assist with legal documentation and portfolio monitoring.
Seniority
Associate, entry-level investment professional