Investment Banking Analyst II (Leveraged Finance & Debt Advisory)
Core
Conduct credit analysis and due diligence on prospective borrowers while building complex financial models for debt capital raising and advisory solutions.
Role type
Investment Banking Analyst (Leveraged Finance & Debt Advisory)
Builds
Private debt placements, debt capital markets advisory, institutional term loan Bs, and high yield bonds
Domain
Financial Services / Leveraged Finance
Required skills
Credit analysis, Due diligence, Financial modeling (LBO, three-statement, debt schedules), Pitch materials preparation, Data room management
Preferred skills
Middle-market sponsor coverage, Private credit/direct lending experience, Restructuring experience
Technologies
Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Responsibilities
Conduct detailed credit analysis and due diligence on prospective borrowers; Build and maintain complex financial models including sources & uses, pro forma capitalization, cash flow modeling, and LBOs; Prepare internal screening memos, deal underwriting memos, and external client pitch materials; Support transaction execution including data room management and lender due diligence questions
Seniority
Analyst, 3-6 years experience