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
Builds
Private credit, asset-based finance, and real estate investment solutions for insurance company clients
Domain
Asset Management / Insurance / Private Credit
Required skills
Rating agency process management, transaction structuring, cash flow modeling, insurance investment considerations, project management, analytical skills
Preferred skills
Creative rating solutions, knowledge of rating methodologies, familiarity with alternative asset classes
Technologies
AI tools
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; Support discussions and negotiations with rating agencies regarding structural features, transaction terms, and rating outcomes; Monitor changes in rating agency criteria, methodologies, and market practices and assess their implications to existing and prospective investments; Support the development of new investment products by providing input on rating feasibility and structural considerations; Assist in ongoing surveillance matters, including surveillance reviews, periodic information requests and restructurings; Prepare internal memoranda summarizing rating outcomes, methodology changes, and key transaction risks.
Seniority
Senior Associate, hands-on IC