Sponsor Finance & Direct Lending Analyst / Associate - New York
Core
Provide primary support for evaluating and underwriting Direct Loans and credit exposures to Private Equity owned non-investment grade borrowers, ranging from middle market to large corporate.
Role type
Associate/Senior Analyst in Sponsor Finance & Direct Lending
Builds
Credit applications, risk ratings, and financing structures for private equity portfolio companies
Domain
Corporate Finance / Private Equity / Direct Lending
Required skills
Financial modeling, Credit analysis, Due diligence, Accounting knowledge, Corporate finance, Risk assessment, Credit agreement structuring, Portfolio monitoring
Preferred skills
CFA candidacy, Structured credit knowledge, Leveraged capital markets expertise
Technologies
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Responsibilities
Perform due diligence on new transactions and evaluate existing loan portfolios; Support structuring and negotiating terms with Sponsor clients; Prepare detailed credit analyses and applications; Coordinate facility closing procedures and documentation; Support syndication strategy and lender presentations; Monitor credit ratings and identify potential deterioration.
Seniority
Associate, entry-level to mid-level IC