Associate Portfolio Management OR Analyst, Portfolio Management (Leveraged Loans Team)
Core
Financial analysis and underwriting for multimillion-dollar corporate credit requests, including leveraged loans, LBOs, and MBOs, while managing ongoing portfolio monitoring and risk rating.
Role type
Associate Portfolio Management / Analyst, Portfolio Management (Leveraged Loans)
Builds
Corporate credit facilities, term loans, leases, and derivatives for clients in Energy, Healthcare, and Middle Market segments.
Domain
Banking / Leveraged Finance / Corporate Credit
Required skills
Financial statement analysis, credit metrics calculation, LCF modeling, covenant compliance tracking, legal documentation review, risk assessment, industry analysis
Preferred skills
Leveraged finance experience, MBA, syndicated deal participation
Technologies
Leveraged Cash Flow (LCF) model, MCA/Patriot Act/OFAC check systems
Responsibilities
Gather and analyze financial data for clients, model future financial performance including downside scenarios, prepare credit underwriting documents, monitor portfolio accounts for covenant compliance, assist in structuring transactions, conduct due diligence on new LBO opportunities, manage ongoing needs of existing leveraged transactions, identify potential problem accounts, establish client relationships.
Seniority
Associate/Analyst, individual contributor with emerging leadership skills