Underwriting Associate - Kayne Anderson Private Credit
About The Position
The ideal candidate has a strong background in financial services, accounting, or a related environment and can demonstrate an ability to balance detail with broader issues, in both written and oral communication. The primary responsibilities include reviewing diligence, preparing transaction memos and underwriting reports, developing financial models, assisting in deal closings, and managing a portfolio of accounts. Candidates are able to draw thoughtful conclusions based on their analysis of new transactions and portfolio accounts and can effectively communicate their findings both internally and externally. An Associate candidate should have a working knowledge of the practical application of the loan documentation. A strong work ethic, proactive approach to problem solving, team-first attitude, and comfort with autonomy / responsibility are critical for success. This role will be based in our Chicago, Illinois office and will have a hybrid work schedule.
Requirements
- 1-3 years of experience in a financial, accounting, or related environment
- Robust analytical, problem-solving, and organizational skills
- Excellent written and verbal communication skills
- Deep understanding of accounting and financial analysis with a proficiency in financial modeling
- Comfortable interacting with sponsors, management, investors, and other key external partners
- Ability to multi-task and manage time and workload efficiently in a fast-paced environment
- Strong work ethic, attention to detail, and proactive by nature
- Demonstrate effective working relationship with teammates
- Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint)
- Applicant being able to provide proof of eligibility to work in the United States at the time of hire.
Nice To Haves
- Working knowledge of the practical application of the loan documentation.
Responsibilities
- Identify and analyze investment merits and underwriting risks
- Manage financial modeling
- Organize, review, and present transaction due diligence
- Conduct industry research to supplement third-party reports
- Support the underwriting and syndication of credit facilities, including: Preparation of written documents (diligence question lists, internal screening memos, underwriting memos, term sheets, lender presentations, etc.)
- Communication with transaction stakeholders (senior and subordinated lenders, the private equity sponsor, and the target company)
- Assistance in the legal documentation and closing process
- Active participation in investment committee meetings
- Proactive problem solving, client interaction, and active daily management of a portfolio of accounts (e.g., spreading financial data, validating compliance certificates, quarterly valuations, co-managing amendment processes, etc.)
Benefits
- Competitive medical, dental, and vision insurance
- Flexible spending accounts (dependent care, healthcare, limited purpose FSA)
- Accident and Critical Illness insurance
- Long Term Disability insurance
- Competitive 401(k) benefits
- Pet healthcare savings program
- Member’s Only Healthcare - healthcare navigation
- WellHub - corporate wellness platform
- $10,000 lifetime reimbursement for family forming services (e.g. IVF, adoption, surrogacy)
- Rocket Lawyer legal benefits
- Reimbursement of professional society memberships and exam fees
- Up to $10,000 matching annually for contributions to qualified non-for-profit organizations
- Parental leave
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
