Job Description Summary
Position Overview:

The Private Placement team is responsible for the overall management of the private placement portfolio. Involved in sourcing, evaluating and negotiating syndicated new issues, primary and secondary investments. Monitors existing portfolio of private placement credits, updates credit reviews and handles waivers, amendments and other issues as they develop. Review and evaluate new opportunities for investment and ongoing monitoring of the portfolio. Research and compile information for presentation to clients. Engage agents active in broadly syndicated private placement transactions to maintain relationships and expand investment opportunities.

Job Description

Responsibilities:

• Responsible for originating and monitoring domestic and foreign issuance of corporate and securitized private placements at various levels of the capital structure.
• Underwrite new investments.
• Provide relative value assessments of investment opportunities.
• Portfolio monitoring.
• Research and compile portfolio presentations at the request of clients.
• Develop and maintain relationships with agent banks in the broadly syndicated market seeking investment opportunities.

Qualifications

• Bachelor's degree in Finance or related field.
• Seven plus (7+) years private placement experience or similar analytical role.
• Developed analytical, structuring and negotiating skills.
• Good communication skills.
• Possesses creative and independent problem-solving abilities.

Preferred Qualifications

• MBA, CFA, capital market experience preferred.

**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**

The salary for this position generally ranges between $150,000 - $200,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, the position is typically eligible for an Annual Bonus based on the Company Bonus Plan / Individual Performance and is at the Company's discretion.

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits:

• Competitive Pay
• Bonus for Eligible Employees

Benefits Package:

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities

Health and Work/Life Balance Benefits:

• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• College Coach Program
• Back-Up Care Program
• PTO for Volunteer Hours
• Employee Matching Gifts Program
• Employee Resource Groups
• Inclusion and Diversity Programs
• Employee Recognition Program
• Referral Bonus Programs

Job and compensation levels depend upon an applicant's qualifications including the extent of candidate's relevant experience and other job-related factors and will be determined by hiring supervisors/managers and HR.

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