Investment Analyst - Private Credit
Responsibilities
- Evaluate investment opportunities: Research prospective borrowers, their business models, competitive positions and industry dynamics.
- Analyze financial performance: Review financial statements and operating data to assess earnings quality, cash flow, customer trends and debt repayment capacity.
- Build financial models: Develop financial projections, valuation analyses and downside scenarios to assess investment risks and potential returns.
- Support due diligence and execution: Participate in discussions with management teams, private equity sponsors and third-party advisors; organize diligence materials and help advance transactions toward closing.
- Prepare investment memoranda: Clearly communicate a company’s business, financial performance, investment merits, key risks and proposed financing structure.
- Monitor portfolio investments: Track financial results, covenant compliance, liquidity and business developments; support quarterly portfolio reviews and investment valuations.
- Support origination and research: Help identify prospective investments and develop insights into relevant companies, markets and technologies.
Qualifications
- Bachelor’s degree completed between December 2026 and May 2027. Finance, accounting, economics, business or another analytical discipline is preferred.
- Strong intellectual curiosity, initiative and a demonstrated interest in finance and investing.
- Foundational knowledge of accounting and the three financial statements, with a desire to develop financial modeling and credit analysis skills.
- Interest in technology, telecommunications, digital infrastructure and/or AI.
- Strong analytical and problem-solving skills, attention to detail and willingness to investigate questions beyond the initial answer.
- Clear written and verbal communication skills and the ability to explain complex ideas concisely.
- Strong organization, sound judgment and the ability to manage multiple priorities while working collaboratively.
- Familiarity with Microsoft Excel and PowerPoint.