$120K - 160K a year
Conduct credit research and underwriting for private placements, manage portfolio surveillance, review deal documentation, and collaborate with legal and investment teams.
7–10 years in corporate credit research or underwriting with expertise in private placements, strong financial statement analysis skills, and proficiency in Excel, PowerPoint, and Bloomberg.
We are working with a global investment management platform seeking a Senior Credit Analyst to join their Private Placements team. This individual will be responsible for fundamental credit research, underwriting new transactions, and ongoing portfolio management across sectors including energy and project finance. Key Responsibilities • Conduct fundamental credit research and financial statement analysis to evaluate private placement and select public credit opportunities. • Underwrite new transactions: prepare internal ratings, structure recommendations, and present findings to senior investment leadership. • Perform surveillance on an active portfolio, documenting credit views, monitoring performance, and recommending amendments/waivers as needed. • Review deal documentation and collaborate with legal teams to evaluate covenants and structural protections. • Engage with issuers, rating agencies, sell-side analysts, and dealers to gather insights and strengthen coverage. • Partner with colleagues to share sector knowledge and contribute to team-wide strategies. • Support department initiatives, including process improvements and cross-functional projects. Qualifications • Bachelor’s degree required; advanced degree (MBA, CFA) preferred. • 7–10 years of post-undergraduate experience in corporate credit research, underwriting, or related roles. • Demonstrated expertise in private placements, corporate credit, or structured/project finance. • Experience analyzing financial statements and integrating covenant/structural considerations into credit decisions. • Strong writing, presentation, and communication skills with the ability to influence decisions at the senior level. • Proficiency in Excel, PowerPoint, and Bloomberg. • Understanding of fixed income math and relative value concepts. • Ability to thrive in a fast-paced environment, balancing autonomy with team collaboration. • Preferred Experience • Coverage of energy, infrastructure, or REIT sectors. • Background in rating agency, project finance, or public credit research. • Proven track record leading projects, process improvements, or cross-functional initiatives.
This job posting was last updated on 9/5/2025