Job DescriptionThe Investment Associate will originate, evaluate, execute and monitor investment grade private credit investments, working closely with investment professionals in Chicago and London to deliver attractive risk-adjusted returns for clients.
Responsibilities:- Evaluate, structure, execute and monitor investment grade private credit investments across a broad range of sectors (e.g., corporates, infrastructure, and alternatives) and transaction types.
- Assess new investment opportunities through detailed fundamental credit analysis, relative value assessment and downside risk evaluation to identify investments that meet client objectives and portfolio requirements.
- Partner with investment and credit colleagues in Chicago and London to originate opportunities, develop investment recommendations, prepare investment committee materials and execute transactions that deliver attractive risk-adjusted returns.
- Support diligence efforts, financial analysis and transaction structuring, including review and negotiation of legal documentation, rating agency considerations and portfolio construction requirements.
- Build and maintain relationships with borrowers, arrangers, advisors and other market participants to source investment opportunities and enhance market intelligence.
- Actively monitor portfolio investments, identify emerging risks and opportunities, and recommend appropriate actions to protect client capital and optimize portfolio performance.
- Manage amendments, waivers, consents and ongoing credit events, ensuring investments continue to meet internal risk standards and client objectives.
- Contribute to the development of investment strategy by identifying attractive sectors, market themes and relative value opportunities within the private credit market.
- Support client engagement activities, including portfolio reviews, reporting, marketing initiatives and discussions with prospective investors regarding private credit solutions
Qualifications- Demonstrated ability to evaluate companies and industries by synthesizing large volumes of information, including financial statements, management materials and third-party research, while identifying the key drivers of risk, value and investment performance.
- Strong financial analysis skills, including proficiency in interpreting financial statements and building robust, accurate and efficient financial models.
- Exceptional written and verbal communication skills, with the ability to distill complex analyses into clear, concise and compelling investment recommendations.
- Resourceful, self-motivated and disciplined, with the confidence to develop independent investment views and constructively challenge consensus thinking.
- Bachelor's Degree with an undergraduate Degree in Finance, Accounting and/or Economics is strongly preferred.
- Direct experience in credit investing or formal credit training program is preferred.
- Interest in or progression toward a CFA is preferred.
Additional InformationThe starting salary offer will vary based on multiple factors, including but not limited to the applicant's education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company's annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.
