Associate - Job #1868

Client

Our client is a Chicago-based private credit firm providing senior debt financing to lower middle market companies. They provide capital for acquisitions, refinancing, ownership transitions, and growth opportunities.

Opportunity

The firm is seeking an Associate to join their team. The candidate will have a diverse set of

responsibilities within the portfolio reporting and analysis area. The candidate will report to the Portfolio Reporting & Analytics Director and work directly with the investment, investor relations, and operations teams to provide timely updates on borrowers’ financial reporting metrics, conduct financial statement spreading and analysis, and to manage ongoing portfolio monitoring, including quarterly valuation reports of portfolio companies.

Responsibilities

Monitor investments to identify changes in company fundamentals, industry conditions and security valuationsDevelop and maintain updated financial models and analyses, operating assessments, valuation guidance, industry

overviews, and market information and report findings to the investment team and management committeeDevelop a firm understanding of credit and equity documents (e.g., credit agreements, subscription agreements, indentures, plans of reorganization)Apply strong credit judgment and analysis when evaluating financial performance and reporting from portfolio companiesKnowledgeable in amendment tactics and structuringPortfolio coverage

responsibilities of 20-25 accountsCompile regular reports for portfolio and risk management, and assist in day-to-day portfolio tracking analysis and reporting

Qualifications

3-5 years’

experience in commercial corporate lending, corporate credit ratings, corporate banking, direct/private lending, leveraged finance or underwritingCandidates without strong corporate credit analysis

skills & background will NOT be consideredBachelor’s degree required, a concentration in finance or economics preferredStrong knowledge & understanding of credit analysis, financial accounting/modeling, complex capital structures, high yield covenant packages and basic loan portfolio management and valuationExcellent verbal, written, and interpersonal communication

skillsStrong Excel/Microsoft Office

skills