Ratings Associate, Investment Products Team – Senior Associate
Core
Lead the end-to-end rating agency process for newly originated private investments, serving as the primary liaison with rating agencies throughout the transaction lifecycle.
Role type
Senior Associate, Investment Products Team (Rating Agency Liaison)
Builds
Private credit, asset-based finance, and real estate investment solutions for insurance company clients
Domain
Insurance investing, alternative asset classes, private credit
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Rating agency process management, transaction structuring, cash flow modeling, rating strategy development, project management, negotiation, regulatory monitoring, internal reporting
Preferred skills
Creative problem solving in rating methodologies, familiarity with insurance investment considerations, ability to synthesize concepts across asset classes
Technologies
None explicitly stated
Responsibilities
Lead the end-to-end rating agency process for newly originated private investments; Serve as the primary point of contact with rating agencies, coordinating all communications, meetings, diligence requests, and committee presentations; Support the development of rating strategies and transaction structures designed to meet client investment objectives; Analyze rating agency methodologies and model outputs to assess expected ratings and identify structural enhancements where appropriate; Identify creative rating and structuring solutions by drawing on concepts from different rating methodologies and transaction frameworks to help achieve client investment objectives; Manage transaction timelines to ensure timely completion of ratings process within transaction deadlines
Seniority
Senior Associate, hands-on IC