Credit Analyst managing subscription finance and underwriting for private equity funds. Collaborating with senior managers and analyzing diverse investor types in a hybrid work environment.
Responsibilities
Partner with senior Portfolio Managers, Subscription Finance Originations and Relationship Managers to manage and grow a portfolio of subscription lines and institutional client relationships
Underwrite private equity funds across multiple strategies (buyout, secondaries, private credit, real estate et. al) and their underlying investors, applying credit policy to structure credit facilities including their borrowing bases
Analyze a diverse range of investor types including pension funds, endowments, foundations, insurance companies, sovereign wealth funds, feeder vehicles and high-net-worth individuals
Prepare comprehensive written and financial analyses, determine appropriate risk ratings, and present credit approval requests
Complete required loan booking system (nCino) fields and tasks with precision and timeliness
Contribute to internal projects and initiatives aimed at improving process efficiency and portfolio performance
Maintain strong stakeholder relationships through proactive communication and responsiveness
Requirements
Bachelor’s degree, or equivalent work experience
Typically six or more years of relevant experience
Bachelor’s degree in Finance, Accounting, Economics, or a related field
Experience in subscription finance or underwriting structured credit facilities for private equity clients
Strong proficiency in Microsoft Office (Word, Excel, Outlook and PowerPoint), with an emphasis on Excel
Ability to execute under tight timelines
Strong technical and analytical skills, including financial statement analysis and risk assessment
Excellent interpersonal, verbal, and written communication skills
Ability to work independently and as part of a team
Familiarity with investor types and their risk profiles
Proficiency in credit systems such as nCino and other loan booking platforms
Ability to identify, recommend, and implement process improvements
Strong work ethic, attention to detail, and organizational skills
Ability to pivot quickly between projects and adapt to changing priorities
Team-oriented mindset with a proactive approach to problem-solving
Benefits
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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