- Advanced 3 statement modeling in leveraged credit
- High impact role on a lean, fast paced investment team
About Our Client
The Associate on the credit investing team will focus on evaluating and monitoring leveraged credit opportunities across the North American market. This role is ideal for someone who thrives in a dynamic, analytically rigorous environment and enjoys working on complex capital structures. The analyst will contribute to underwriting, modeling, and ongoing portfolio surveillance while collaborating closely with senior investment professionals.
Job Description
Key Responsibilities
- Conduct initial screening of leveraged credit opportunities, evaluating structure, terms, and key risk considerations.
- Build and maintain full 3 statement financial models, including scenario, covenant, and cash flow analyses.
- Perform thorough assessments of issuer business models, financial performance, competitive positioning, and industry dynamics.
- Join calls and meetings with company management teams, underwriting banks, and market participants to support ongoing diligence.
- Prepare investment memos, committee materials, and analytical summaries to support decision-making.
- Assist with ongoing monitoring of portfolio positions, including quarterly performance reviews and relative value assessments.
- Collaborate closely with team members across locations to support underwriting, execution, and portfolio oversight.
The Successful Applicant
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 2-4+ years of experience in leveraged finance, credit research, investment banking, or a similar analytical discipline.
- Strong financial modeling capabilities, including mastery of 3 statement models and credit-specific analysis.
- Solid understanding of financial accounting, debt structures, and credit documentation.
- Exceptional attention to detail and commitment to producing accurate, polished work.
- Strong written and verbal communication skills, with the ability to clearly articulate analytical findings.
- Comfortable working in a fast paced, collaborative environment with multiple stakeholders across time zones.
What's on Offer
$100,000 - $130,000 base salary, plus bonus.