Jefferies Financial Group

Senior CLO Research Analyst - VP - Apex Credit Partners

Jefferies Financial Group$200K — $250K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of relevant experience in investment banking or a comparable field.
  • Strong understanding of capital markets and financial products.
  • Excellent analytical and problem-solving skills.
  • Demonstrated ability to manage client relationships effectively.
  • Proficiency in financial modeling and valuation techniques.

Responsibilities

  • Develop and execute investment banking strategies for clients.
  • Conduct detailed financial analysis and due diligence.
  • Collaborate with cross-functional teams to deliver client solutions.
  • Manage client presentations and pitch materials.
  • Cultivate and maintain relationships with existing and prospective clients.

Benefits

  • Comprehensive medical, dental, and vision coverage.
  • 401(k) plan with employer contributions.
  • Life, accident, and disability insurance options.
  • Wellness programs to promote employee health.
  • Paid time off including vacation, sick leave, and holidays.
  • Paid parental leave for full-time employees.
  • Annual discretionary incentive and retention bonus.
Full Job Description
Job Description

POSITION: Apex is actively looking for experienced Vice President level positions for our New York mid-town office with the following attributes:
  • Analyst buy-side role with 5 - 7 years of overall experience
  • Underwriting of leveraged loan transactions as well as monitoring existing exposures within assigned industry sectors

PRIMARY RESPONSIBILITIES: As an analyst on the Apex team, you will be assigned certain industries and assume responsibilities related to underwriting new primary transactions and covering existing loan investments. These responsibilities will include the following:
  • Analyze primary issuance and secondary market opportunities
  • Conduct investment due diligence and assess key credit considerations
  • Preparation of underwriting approval/decline memos for formal credit committee approval
  • Continuous oversight/coverage of all investments
  • Provide quarterly analysis of financial and operating performance
  • Prepare amendment, waiver, and consent requests
  • Buy/hold/sell recommendations based on credit and relative value

REQUIRED BACKGROUND:
  • Significant experience in bank loan underwriting and research with in-depth quantitative credit, financial analytical, and critical thinking skills expertise
  • Demonstrated modeling, written and verbal communication skills with attention to detail
  • Significant experience analyzing CIMs, models, credit agreements, and term sheets
  • Team player who is a resourceful self-starter, willing to assist with the training of junior analysts, and to work on special projects
  • Strong experience with the following industries a plus: Auto, Tech
  • CFA, MBA, and/or formal credit training is a plus

Primary Location: New York, NY. Full time Salary Expectations: $200,000-$250,000

About Jefferies Financial Group

Jefferies Financial Group Inc. is a diversified financial services company that operates in investment banking, capital markets, asset management, and direct investing. The company was founded in 1962 and is headquartered in New York City. Jefferies Financial Group has operations in over 30 countries and employs over 4,000 people. The company's businesses include Jefferies, a global investment bank; Leucadia Asset Management, an asset management firm; and Berkadia, a commercial real estate company. Jefferies Financial Group is publicly traded on the New York Stock Exchange under the ticker symbol JEF.
Learn more about Jefferies Financial Group
Size
4,400 employees
Market Cap
$8 billion
Industry
Net Income
$775.2 million
5 Year Trend
-9.8%
Revenue
$6.7 billion

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