CareerPlan

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

New York, NY, USFull-time$110k–$120k2026-10-23 → 2026-11-09
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, Underwriting and Portfolio Management

Builds

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

Domain

Healthcare / Private Equity / Direct Lending

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, Structured credit knowledge

Technologies

Microsoft Excel, Microsoft PowerPoint, Microsoft Word

Responsibilities

Support credit analysis and management of Sponsor/Direct Lending opportunities; Prepare detailed credit analyses and applications; Assist in due diligence for LBOs and M&A; Construct financial models for business performance and debt repayment; Support syndication strategy and lender presentations; Coordinate account information across the organization; Oversee facility closing procedures and documentation.

Seniority

Analyst, entry-level to junior IC