Job Description
Key Responsibilities
1. Conduct initial screening of leveraged credit opportunities, evaluating structure, terms, and key risk considerations.
2. Build and maintain full 3‑statement financial models, including scenario, covenant, and cash flow analyses.
3. Perform thorough assessments of issuer business models, financial performance, competitive positioning, and industry dynamics.
4. Join calls and meetings with company management teams, underwriting banks, and market participants to support ongoing diligence.
5. Prepare investment memos, committee materials, and analytical summaries to support decision-making.
6. Assist with ongoing monitoring of portfolio positions, including quarterly performance reviews and relative value assessments.
7. Collaborate closely with team members across locations to support underwriting, execution, and portfolio oversight.