Credit Investment Analyst

Credit Investment Analyst Overview

• The Credit Investment Analyst will play a key role in underwriting and executing credit investments for a growing investment firm.
• Collaborate with the investment team to analyze financial statements and develop detailed credit models.
• Contribute to portfolio monitoring and performance reviews to ensure accurate reporting and optimal investment outcomes.
• Engage in deal sourcing activities by identifying emerging companies and organizing initial meetings.
• Prepare investment memos with precision and attention to detail to support decision-making processes.
• Work with large and diverse datasets to perform credit analysis and scenario modeling.
• Gain exposure to asset-backed corporate finance fundamentals and fintech industry trends.
• Join a growing firm with opportunities for professional development and career growth.

Credit Investment Analyst Key Responsibilities & Duties

• Underwrite investment opportunities using collateral-specific credit analyses and financial modeling techniques.
• Review diligence materials, including loan tapes, to perform detailed credit analysis.
• Exhibit expertise in financial statement analysis and fixed-income transaction mechanics.
• Prepare investment memos to support decision-making and communicate findings effectively.
• Monitor portfolio companies to ensure accurate reporting and generate performance reviews.
• Aid in deal sourcing by identifying emerging companies and organizing initial meetings.
• Develop marketing content to enhance the firm's brand and visibility in the market.
• Participate in various aspects of the deal execution process, ensuring smooth operations.

Credit Investment Analyst Job Requirements

• Bachelor’s degree in finance, accounting, or a related field is required.
• 2–4 years of experience in private credit investing, investment banking, or structured finance.
• Strong knowledge of credit underwriting and accounting principles.
• Advanced Excel skills; experience with Alteryx is a plus.
• Exceptional written and verbal communication skills to convey complex information effectively.
• Highly organized with the ability to manage multiple priorities and meet deadlines.
• Ability to work independently while contributing to a team-oriented environment.
• Acute attention to accuracy and detail in all aspects of work.