Private Placements InvThe Senior Associate, Private Placements contributes to originating and managing non-publicly-traded (senior) debt investments. Working independently under limited supervision, this job is responsible for investments in high-quality private placement securities and/or investments in a wide variety of private placement securities, including corporate investment grade, project finance, private Asset Backed Securities and credit tenant loan transactions.
Key Responsibilities and Duties- Evaluates a variety of investment grade privately placed investment opportunities that encompass various industry sectors and deal structures, both domestic and foreign.
- Analyzes, structures, prices and manages large and/or complex transactions and presents recommendations to credit committee as part of a deal team.
- Performs quantitative and qualitative analysis used in the underwriting process.
- Monitors a portfolio of investments, prepares credit update memos and makes recommendations (buy, sell and hold) to portfolio managers.
- Coordinates investment process with other functional areas within the company (Legal, Portfolio Managers, etc.).
- Manages investments in high-quality private placement securities and/or investments in a wide variety of private placement securities, including investment and non-investment grade securities, in accordance with defined investment objectives and parameters, while also supporting the origination of investments.
- Maintains an asset allocation approach to enhance investment performance and maximize returns while appropriately balancing risk, analyzing economic/industry forecasts as well as investment approaches and risk scenarios to formulate recommendations for asset allocation.
- Analyzes economic, industry and company data, and develops detailed financial models to support investment decisions.
- Assists in maintaining relationships with deal sponsors, investment banks, investment funds, and other deal flow sources.
Educational Requirements- University (Degree) Preferred
Work Experience- 3+ Years Required; 5+ Years Preferred
Physical Requirements- Physical Requirements: Sedentary Work
Career Level7IC#J-18808-Ljbffr