Senior Private Credit Fund Analyst
Core
Provides in-depth knowledge of investment solutions to internal partners including financial advisors, focusing on sourcing, analyzing, and monitoring private credit fund investments.
Role type
Senior Private Credit Fund Analyst
Builds
Investment memos, commentaries, and due-diligence reports for private credit funds
Domain
Private Credit / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Private markets fund investment due-diligence, Excel modeling, Pitchbook, Preqin, Cambridge data, Series 7, Series 66 (or Series 63 & 65)
Preferred skills
8+ years in financial services, Bachelor's or Master's degree
Technologies
Excel, Pitchbook, Preqin, Cambridge
Responsibilities
Sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries, presenting findings to committees, leading investment due-diligence for new funds, educating internal partners on investment solutions, interacting with financial advisors and clients to explain fund merits and risks, attending annual meetings and conducting on-site meetings
Seniority
Senior, hands-on IC