Lead impactful private credit investments at a growing firm. Collaborate with senior professionals in a dynamic, entrepreneurial environment. Shape portfolio strategies and underwriting standards with institutional rigor.
Vice President Investment Analyst
in Financial Services PermanentJob Detail
Job Description
Overview
- Serve as a senior analytical and execution partner in private credit investments.
- Lead financial modeling, diligence coordination, and investment material preparation.
- Engage deeply in operational underwriting, data validation, and portfolio monitoring.
- Shape underwriting standards, monitoring frameworks, and portfolio construction strategies.
- Collaborate with senior investment professionals to evaluate private credit opportunities.
- Contribute to a fast-moving, entrepreneurial environment with institutional rigor.
- Mentor junior analysts and develop best practices across investment teams.
- Work in a dynamic, on-site environment in New York City.
Key Responsibilities & Duties
- Analyze financial and market data to assess credit risks and investment opportunities.
- Build and maintain transaction-level financial models for underwriting and scenario analysis.
- Coordinate primary diligence efforts across financial, operational, and legal workstreams.
- Prepare high-quality investment memoranda and presentations for decision-making.
- Design scalable reporting and performance-monitoring frameworks for portfolio companies.
- Oversee post-closing portfolio monitoring, including financial and collateral metrics.
- Support special projects to standardize underwriting and portfolio-management processes.
- Leverage networks to source investment opportunities and deepen industry relationships.
Job Requirements
- Bachelor’s degree required; advanced degree or CFA preferred.
- 5–8+ years of experience in private credit, structured finance, or related fields.
- Strong skills in financial modeling, credit analysis, and transaction execution.
- Experience with asset-backed lending or structured credit is highly desirable.
- Proficiency in Excel; familiarity with SQL or data analytics tools is a plus.
- Excellent written and verbal communication skills for presenting to stakeholders.
- Detail-oriented and execution-driven in a fast-paced environment.
- Comfortable working with extensive borrower-level data and operational metrics.
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