Analyst (or Associate) - Direct Lending
About The Position
The Analyst / Associate will work with junior and senior underwriters to review new investment opportunities and monitor existing investments for the Middle Market Lending Team. The team provides senior, one-stop and second lien loans to U.S. middle market companies, structures financing solutions with hold positions up to $700 million, and underwrites and syndicates senior credit facilities and unitranche facilities up to $2 billion. It serves five verticals: Consumer, Restaurant & Retail, Diversified Industries, Financial Services, Healthcare, and Software & Technology Services. The role focuses primarily on new deals, with a smaller portion of time devoted to portfolio management, and works with other areas of the Firm to support execution.
Requirements
- Bachelor’s degree required, preferably in Finance, Accounting, Economics, or a related financial subject area.
- Outstanding academic achievement.
- 1 to 3 years of experience in leveraged credit or investment banking.
- Strong analytical, financial modeling, and research skills.
- Proficiency in Excel, Word, PowerPoint, and other software.
- Demonstrated ability to effectively use AI tools in day-to-day work, with critical thinking to assess the accuracy, limitations, and appropriate use of AI-generated outputs.
- Enthusiasm for working in an office and contributing to a Gold Standard hybrid work culture.
Responsibilities
- Assist the Underwriting Team in assessing new investment opportunities for the Firm.
- Prepare investment and downside-case financial models.
- Assist in preparing investment memoranda for presentation to the Investment Committee.
- Prepare company, industry, and financial charts and analysis.
- Conduct independent company and industry research using sources such as the internet, analyst reports, and public comparables.
- Assist in coordinating deal closings.
- Assist in preparing portfolio reviews for existing investments.
- Prepare historical and projected covenant models.
- Write credit analyses of historical and projected financial performance.
- Review internal monitoring templates to ensure investment details are accurate.
- Monitor accounts through industry events, company press releases, monthly and quarterly financials, and industry and company research reports.
- Assist with processing amendment and waiver requests as necessary.
- Perform other duties as assigned.
Benefits
- Medical benefits
- Financial benefits
- Other benefits
- 401(k) eligibility
- Vacation
- Sick time
- Parental leave
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
