Analyst, Private Infrastructure Debt (New York City)
About The Position
In this role, you’ll work with platform leadership to support critical transactional and operational functions for the Infrastructure Debt team including portfolio monitoring, trading support, transaction analysis, RFP responses, client reporting, portfolio valuation and to ensure timely execution of internal workflows. As an Analyst, you’ll be responsible for supporting portfolio monitoring, trading activity and be a key liaison with internal and external parties including accounting, operations and compliance. The incumbent will conduct core credit analysis, develop financial models, and provide research insights to support senior team members in making informed investment decisions and be a key member of the team. The candidate will also support the team on industry research and whitepapers. Support portfolio management and trading activities. Monitor portfolio holdings for financial reporting and covenant compliance tracking and industry trends. Ensure timely execution of internal trading workflows and coordinate with operational/accounting teams. Support coordination with client requests and ad hoc portfolio monitoring and reporting needs Evaluate infrastructure transactions, both investment and non-investment grade and including traditional private placements, bank loans and special assets, structure commitments, and monitoring existing investments. Develop historical and projected financial models, analyze key financial metrics, legal analysis and conduct industry research to support investments. Develop and establish market relationships. Support inquiries from marketing, RFP, product, distribution and reporting teams. Support senior team on overall client interactions Develop knowledge of financial markets, current events, laws and regulations, tax and accounting trends and implications and business operating trends. Perform other job-related duties and special projects and work closely with senior leadership of the Infrastructure Debt Platform
Requirements
- Bachelor's degree in a technical field (ie, finance, accounting, economics, statistics, engineering, data science, business analytics)
- 2+ years of experience
- Undergraduate GPA minimum 3.5
- Excellent abilities in the areas of communication (verbal and written), time management, analytics and use of Excel required
- Must be collaborative, able to build and maintain strong relationships, manage expectations, attend to details, multi-task and prioritize effectively
- At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.
- For Principal Asset Management positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Nice To Haves
- Previous roles in fixed income, investments or related portfolio management roles preferred
- Previous experience with Bloomberg, Charles River and debt trading platforms preferred
- Keen sense of curiosity and open-minded thought process desired
Responsibilities
- Support portfolio management and trading activities.
- Monitor portfolio holdings for financial reporting and covenant compliance tracking and industry trends.
- Ensure timely execution of internal trading workflows and coordinate with operational/accounting teams.
- Support coordination with client requests and ad hoc portfolio monitoring and reporting needs
- Evaluate infrastructure transactions, both investment and non-investment grade and including traditional private placements, bank loans and special assets, structure commitments, and monitoring existing investments.
- Develop historical and projected financial models, analyze key financial metrics, legal analysis and conduct industry research to support investments.
- Develop and establish market relationships.
- Support inquiries from marketing, RFP, product, distribution and reporting teams.
- Support senior team on overall client interactions
- Develop knowledge of financial markets, current events, laws and regulations, tax and accounting trends and implications and business operating trends.
- Perform other job-related duties and special projects and work closely with senior leadership of the Infrastructure Debt Platform
Benefits
- Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
