Associate - Job #1868
📋 Role Overview & Responsibilities
Client
Our client is a Chicago-based private credit firm providing senior debt financing to lower middle market companies. They provide capital for acquisitions, refinancing, ownership transitions, and growth opportunities.
Opportunity
The firm is seeking an Associate to join their team. The candidate will have a diverse set of responsibilities within the portfolio reporting and analysis area. The candidate will report to the Portfolio Reporting & Analytics Director and work directly with the investment, investor relations, and operations teams to provide timely updates on borrowers’ financial reporting metrics, conduct financial statement spreading and analysis, and to manage ongoing portfolio monitoring, including quarterly valuation reports of portfolio companies.
Responsibilities
Monitor investments to identify changes in company fundamentals, industry conditions and security valuationsDevelop and maintain updated financial models and analyses, operating assessments, valuation guidance, industry overviews, and market information and report findings to the investment team and management committeeDevelop a firm understanding of credit and equity documents (e.g., credit agreements, subscription agreements, indentures, plans of reorganization)Apply strong credit judgment and analysis when evaluating financial performance and reporting from portfolio companiesKnowledgeable in amendment tactics and structuringPortfolio coverage responsibilities of 20-25 accountsCompile regular reports for portfolio and risk management, and assist in day-to-day portfolio tracking analysis and reporting
Qualifications
3-5 years’ experience in commercial corporate lending, corporate credit ratings, corporate banking, direct/private lending, leveraged finance or underwritingCandidates without strong corporate credit analysis skills & background will NOT be consideredBachelor’s degree required, a concentration in finance or economics preferredStrong knowledge & understanding of credit analysis, financial accounting/modeling, complex capital structures, high yield covenant packages and basic loan portfolio management and valuationExcellent verbal, written, and interpersonal communication skillsStrong Excel/Microsoft Office skills
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This position is located in Chicago, IL with potential relocation and sponsorship assistance depending on candidate qualifications.
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