Analyst

Job Description

We are seeking a highly motivated Analyst to join our Capital Formation & Direct Lending team within client. As an integral part of our team, you will gain exposure to a diverse portfolio of Private Credit investments and play a pivotal role in supporting the NY stakeholders in preparing Surveillances and portfolio reviews for our clients. Responsibilities: Work as part of a team-based structure and assist the NY analyst in running Hypos to finalize allocations for each Asset class and Funds. Undertake multiple ad hoc projects as requested by senior management. Respond to ad-hoc requests from the Capital formation and Insurance analysts and provide relevant information as needed. Assist in various cash management functions including preparation of weekly cash report, cash tracking of capital activities and borrowings / paydowns. Provide support to analyst in updating and maintaining seasoning requirements and ratings for issuers / clients and Senior Management. Monitoring and creation of Surveillance Reporting for CLNs and SRT deals to track performance and defaults. Perform detailed Portfolio Reviews for Affiliates and Clients. Provide support for Lending capacity for BDCs and maintaining pipeline transactions for clients. Skills Required: MBA in Finance, CFA, or CA qualification. Experience in Direct Lending or private credit is a plus. Strong analytical and quantitative skills. Thorough understanding of basic financial concepts and the ability to critically implement them. Proficiency in Microsoft Office tools (MS Excel, MS PowerPoint, and MS Word). Ability to summarize complex information succinctly and efficiently. Excellent written and verbal communication skills & interpersonal skills. Ability to manage multiple projects in a fast-paced environment, often under pressure and with multiple stakeholders. Detail-oriented with a commitment to accuracy and precision. Ability to work independently and collaboratively while demonstrating high sense of ownership and accountability.