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Generalist, Credit Analysis & Investments

Robert Half - US New York, United States
Posted 9 hours ago Hybrid Job Permanent $100k - 110k Base Salary + Discretionary Bonus + Carry + Excellent Benefits

Position Requirements:

  • Finance, accounting, or economics degree, GPA 3.5+
  • 2-3 years of experience out of Big 4 or FP&A ideally with exposure to financial services
  • Strong attention to detail required
  • Strong Microsoft Excel skills, which include basic knowledge of macros
  • CPA / CFA or other professional designation a plus

 

Business Description:

Our client, together with its affiliates, manages private equity, net lease, and credit capital with aggregate assets under management totaling more than $45 billion. Our client manages a number of private equity funds, the first of which began its investment period in January 2000. Their credit business started in 2008 and has grown to currently manage over $10 billion of assets across several funds.

 

Position Description:

  • Manage the collection and distribution of financial updates for an assigned portfolio company coverage list
  • Asses portfolio company performance through review of financial statements, attendance on lender update calls, and discussions with company’s management
  • Prepare financial update flash summaries and monitoring reports, circulating updates to the investment team and addressing follow-up questions from the Portfolio Managers
  • Perform ongoing diligence and provide regular updates to the Portfolio Managers, including presenting during quarterly portfolio reviews
  • Responsible for tracking key metrics for coverage list (both position-level and company-level)
  • Re-underwrite investments to support incremental transactions
  • Conduct fundamental credit analysis of new leveraged loan deals, including participating in investor presentations, management meetings, liaising with experts within our network
  • Draft investment memos and present to Investment Committee

 

Compensation:

$100,000-110,000 Base Salary + Discretionary Bonus + Carry + Excellent Benefits

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