Analyst (or Associate) - Direct Lending
About The Position
The Middle Market Lending Team provides senior, one-stop and second lien loans to U.S. middle market companies. The team structures financing solutions with hold positions of up to $700 million. We also underwrite and syndicate senior credit facilities and a proprietary suite of GOLD (unitranche) facilities up to $2 billion. The Middle Market Lending Team has specialty teams in five verticals: Consumer, Restaurant & Retail, Diversified Industries, Financial Services, Healthcare and Software & Technology Services. The team has an outstanding track record of closing deals on time and at the agreed-upon terms, utilizing deep industry knowledge to identify, advise on and implement value creation strategies. Key responsibilities include origination and underwriting of loans. The team works closely with all areas of the Firm to ensure seamless execution.
Requirements
- Bachelor’s Degree required, preferably with a major in Finance, Accounting, Economics or related financial subject area with an outstanding record of academic achievement
- 1 to 3 years of experience in leveraged credit or investment banking
- Strong analytical, financial modeling and research skills
- Proficient in Excel, Word, PowerPoint and other software
- Demonstrated ability to effectively leverage AI tools in day-to-day work, with strong critical thinking to assess accuracy, limitations and appropriate use of AI generated outputs
- Enthusiastic about working in office and creating a Gold Standard hybrid work culture
Nice To Haves
- Evaluates, structures and executes investment opportunities and transactions.
- Establishes, develops and manages internal and external relationships.
- Actively monitors portfolio companies to identify risks and opportunities that may impact overall performance.
- Demonstrates credit acumen by leveraging tools and analyses and interpreting due diligence findings to guide decisions while balancing risks and rewards.
- Uses financial analyses to generate insights and support fact-based decision making.
- Demonstrates knowledge of the Firm's capabilities, the Firm’s position in the industry, competitors’ capabilities and end markets. Recognizes implications of knowledge on Firm’s positioning.
- Demonstrates knowledge of legal documentation, processes and procedures.
Responsibilities
- Assisting the Underwriting Team in assessing new investment opportunities for the Firm
- Preparing investment and downside case financial models
- Assisting in the preparation of investment memoranda for presentation to the Investment Committee including: Preparing company, industry and financial charts and analysis
- Performing independent research on company and industry (internet, analyst reports, public comps)
- Assisting in the coordination of deal closings
- Assisting in preparing portfolio reviews for existing investments including: Preparing historical and projected covenant models
- Written credit analysis of historical and projected financial performance
- Reviewing internal monitoring templates to ensure accuracy of investment detail
- Assisting with managing accounts by monitoring industry events and through company press releases and monthly / quarterly financials, industry and company research reports
- Assisting in processing amendment / waiver requests, as necessary
- Other duties as assigned
Benefits
- 401(k) eligibility
- various paid time off benefits such as vacation, sick time and parental leave
- medical
- financial
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
