CareerPlan

Analyst, Underwriting and Portfolio Management - Sponsor, Growth & Middle Market Healthcare

New York, NY, USFull-time$110k–$120k2026-10-21 → 2026-11-12
Hybrid

Core

Analyst supporting the evaluation, underwriting, and management of direct loans and credit exposures to private equity-owned non-investment grade healthcare borrowers.

Role type

Analyst, Sponsor/Growth & Middle Market Healthcare

Builds

Direct loans and credit exposures for private equity-owned healthcare companies

Domain

Financial Services / Healthcare

Required skills

Financial modeling, Credit analysis, Due diligence, Financial statement analysis, Risk assessment, Regulatory compliance, Industry analysis, Financial reporting

Preferred skills

CFA candidacy, Healthcare sector knowledge, Leveraged buyout experience, M&A experience

Technologies

Microsoft Excel, Microsoft PowerPoint, Microsoft Word

Responsibilities

Construct detailed financial models to project business performance and debt repayment capacity; Assist in due diligence for LBOs, M&A, and other financing opportunities; Prepare credit application memos including transaction overviews and risk mitigants; Support syndication strategy and lender presentations; Monitor portfolio for credit upgrades, downgrades, or deterioration; Coordinate facility closing procedures and documentation.

Seniority

Junior, Analyst