Analyst
AGL Analyst Position Description
AGL Credit Management is seeking an analyst to join the investment research team. AGL is an ~$8 billion SEC registered investment adviser founded in early 2019 by Peter Gleysteen, the bank loan pioneer and founder of CIFC, and Thomas H. Lee, the private equity veteran and founder of several top investment firms. AGL invests in leveraged loans, also known as bank loans or corporate loans, through CLOs and lower levered institutional commingled funds and separately managed accounts. AGL is a fast-paced work environment where the right candidate will grow their investing expertise while working alongside a team of talented and motivated individuals.
Summary of Role:
The analyst will contribute to AGL in two primary ways. First, the analyst will be involved in the evaluation of new loan investments, including summarizing new investment opportunities, conducting industry research, analyzing and projecting financial statements, and reviewing quarterly earnings. Second, the analyst will be involved in AGL’s business development efforts including preparation and maintenance of marketing materials and supporting analysis.
The role requires the following:
· Create screening memos summarizing new investment opportunities
· Create forward-looking cash flow projection models
· Analyze quarterly earnings and other company-specific events
· Create and maintain marketing documents in Powerpoint
· Use third party research platforms to obtain and consolidate back-up data in response to information requests
· Support the coordination of content, including following up with various team members for required information
· Track all materials produced and update all appropriate with the latest changes
Although no particular work experience is required, the ideal candidate will have a background in finance, business and/or accounting and demonstrated quantitative ability. Specific skills will include:
· Excellent Excel skills to build models and analytical spreadsheets
· Familiarity with Powerpoint to create and maintain marketing materials
· Understanding of financial and accounting concepts
· Strong understanding of the risk assumptions made in underwriting leveraged loans
· Excellent proofreading and grammar capabilities
· Ability to absorb feedback and iterate materials with comments from team members
· Ability to handle a diverse workload
· Ability to work independently and in a team; contributing to the team’s success
· Open to exploring new opportunities or responsibilities when presented
This position is based in New York, and candidates should be qualified to work in the United States. The Analyst role reports to the Head of Research. AGL is an Equal Opportunity Employer and is continually seeking to diversify its exceptional group of team members.
Please Note: This position is currently structured similarly to the Investment Bank analyst programs which have a duration of 2 -3 years. AGL will re-evaluate this structure as the individual progresses in the role.
If you are interested in this position please apply through Handshake or send your resume/information to Opportunities@aglcredit.com