Vice President Investment Analyst

Overview

• Lead strategic analysis and execution of private credit investments for a prominent financial services organization.
• Develop financial models, coordinate due diligence, and prepare investment materials with precision and insight.
• Engage in operational underwriting, data validation, and portfolio monitoring to ensure optimal investment performance.
• Shape underwriting standards, monitoring frameworks, and portfolio strategies aligned with organizational objectives.
• Collaborate with senior investment professionals to evaluate and execute private credit opportunities.
• Contribute to an entrepreneurial environment emphasizing institutional rigor and innovation.
• Mentor junior analysts, fostering professional growth and enhancing team capabilities.
• Work on-site in a dynamic setting, driving impactful investment decisions and strategies.

Key Responsibilities & Duties

• Conduct comprehensive analysis of financial and market data to assess credit risks and opportunities.
• Develop and maintain transaction-level financial models for underwriting and scenario analysis.
• Coordinate diligence efforts across financial, operational, and legal workstreams for thorough evaluations.
• Prepare high-quality investment memoranda and presentations for informed decision-making.
• Design scalable reporting and performance-monitoring frameworks for portfolio companies.
• Oversee post-closing portfolio monitoring, including financial and collateral metrics tracking.
• Support initiatives to standardize underwriting and portfolio-management processes for efficiency.
• Leverage industry networks to source investment opportunities and strengthen professional relationships.

Job Requirements

• Bachelor’s degree required; advanced degree or CFA certification preferred.
• 5–8+ years of experience in private credit, structured finance, or related fields.
• Proficiency in financial modeling, credit analysis, and transaction execution.
• Experience with asset-backed lending or structured credit is highly desirable.
• Advanced Excel skills; familiarity with SQL or data analytics tools advantageous.
• Strong written and verbal communication skills for presenting insights to stakeholders.
• Detail-oriented and execution-driven, thriving in a fast-paced environment.
• Comfortable managing extensive borrower-level data and operational metrics.