Sr. Associate, Private Placements

About the position

The Senior Associate, Private Placements contributes to originating and managing non-publicly-traded (senior) debt investments. Working independently under limited supervision, this job is responsible for investments in high-quality private placement securities and/or investments in a wide variety of private placement securities, including corporate investment grade, project finance, private Asset Backed Securities and credit tenant loan transactions.

Responsibilities

• Evaluates a variety of investment grade privately placed investment opportunities that encompass various industry sectors and deal structures, both domestic and foreign.
• Analyzes, structures, prices and manages large and/or complex transactions and presents recommendations to credit committee as part of a deal team.
• Performs quantitative and qualitative analysis used in the underwriting process.
• Monitors a portfolio of investments, prepares credit update memos and makes recommendations (buy, sell and hold) to portfolio managers.
• Coordinates investment process with other functional areas within the company (Legal, Portfolio Managers, etc.).
• Manages investments in high-quality private placement securities and/or investments in a wide variety of private placement securities, including investment and non-investment grade securities, in accordance with defined investment objectives and parameters, while also supporting the origination of investments.
• Maintains an asset allocation approach to enhance investment performance and maximize returns while appropriately balancing risk, analyzing economic/industry forecasts as well as investment approaches and risk scenarios to formulate recommendations for asset allocation.
• Analyzes economic, industry and company data, and develops detailed financial models to support investment decisions.
• Assists in maintaining relationships with deal sponsors, investment banks, investment funds, and other deal flow sources.

Requirements

• 3+ years of experience in private credit or project finance in infrastructure.

Nice-to-haves

• 5+ years of experience in private credit or project finance in infrastructure.
• Experience in Bloomberg, Excel and Microsoft Suite.
• University Degree in Finance, Accounting or related field.
• MBA or CFA preferred.

Benefits

• Comprehensive Total Rewards package designed to make a positive difference in the lives of associates and their loved ones.
• Superior retirement program.
• Highly competitive health, wellness and work life offerings.