Associate, Asset Backed Finance
Core
Support senior investment professionals in sourcing, evaluating, and executing asset-backed finance (ABF) investments across various asset classes including corporate, consumer, real estate, and infrastructure.
Role type
Associate, Asset Backed Finance (Investment Banking/Buy-side)
Builds
Investment memoranda, financial models, and investment decisions for ABF funds and clients.
Domain
Asset Backed Finance / Securitization / Private Credit
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery
Required skills
Financial agreement review, Cash-flow modeling, Structuring knowledge, Excel proficiency, PowerPoint proficiency, Fixed income fundamentals, Asset-backed finance knowledge, Securitization knowledge
Preferred skills
Private asset-backed investment execution experience, Rating process leadership experience
Technologies
Excel, PowerPoint
Responsibilities
Follow up on potential ABF opportunities from internal and external channels; Collect, evaluate, and summarize initial opportunity information; Participate in meetings with asset originators, borrowers, and advisors; Lead or participate in diligence, negotiation, and documentation; Build models and prepare investment memoranda; Present investment information to partners and clients; Monitor and value existing investments; Train and supervise junior team members.
Seniority
Associate (2-5+ years experience)
