Senior Analyst - Funds & Asset Management - New York
Core
Analyze quantitative and qualitative factors influencing the credit quality of funds and structured transactions, lead on-site due diligence, and develop financial models for the Funds & Asset Management group.
Role type
Senior Analyst, Funds & Asset Management
Builds
Fund ratings, research reports, and financial models for the asset management sector
Domain
Financial Services / Credit Ratings / Asset Management
Required skills
Financial analysis, Portfolio analysis, Due diligence, Financial modeling, Legal document review, Research authoring, Presentation skills, Team mentoring, Industry event participation, Market interaction
Preferred skills
Fund finance experience (subscription/NAV facilities), SQL, VBA, Programming languages
Technologies
Excel, SQL, VBA
Responsibilities
Analyze quantitative and qualitative factors influencing credit quality of funds and structured transactions; Lead on-site due diligence review meetings with fund managers; Develop new methodologies for rating funds and structures; Author research on relevant trends; Review legal documentation for transactions; Develop financial models and databases; Present rating recommendations to committees; Mentor and direct team members
Seniority
Senior, hands-on IC