The individual will have demonstrated an ability to work in a fast-paced, performance-driven environment with an ability to think broadly about the business, incorporating continual improvement of processes and procedures with a goal of excellence while focusing on accuracy and efficiency.
- 5+ years related experience desired
- MBA or CFA a plus
- Experience in modeling with R a plus
- Strong quantitative and qualitative skills
- Strong modeling skills and the ability to think flexibly, while analyzing a variety of situations; comfortable and effective multi-tasker
- Undergraduate degree from a top institution a plus, with a record of academic achievement – US GPA minimum requirement of 3.5
- Experience in a formal bank credit training or top sell side bank analyst program a plus
- Excellent oral and written communication skills
- Ability to work well with others This job description is not an exhaustive list of all responsibilities, and duties may change.
- Support the Valuations team, focused on portfolio account surveillance, monitoring, reporting and valuation
- Conduct comprehensive financial analysis and research of prospect and portfolio companies, in addition to the industries they participate in
- Analyze management, cash flows, asset collateral quality/coverage, deal structure, covenants, and perform sector analysis to understand a given firm’s competitive position
- Generate detailed financial models, including those for projections, covenant sensitivity analysis, duration and IRR calculations, amongst others
- Assist in the generation of credit/performance reports and presentations
- Continuously monitor assigned product sectors and portfolio companies
- Work with legal, financial, valuation and accounting advisors on account management, diligence and documentation
- Lead and work on frequent project‐oriented assignments
