New York, NY, 10176, USA
2 days ago
Investment Banking Analyst II – Private Credit Group (New York)
**Key Responsibilities:** **Origination & Analysis** + Conduct detailed credit analysis and due diligence on prospective issuers. + Prepare pitch books and marketing materials for client presentations. + Draft preliminary term sheets. + Monitor market trends in private credit and public debt. + Maintain investor CRM, databases and support investor outreach efforts. **Execution Support** + Assist in the preparation of credit approval memorandums. + Coordinate internal deal approvals and manage documentation workflows. + Liaise with legal counsel, investors, and internal teams during transaction execution. **Portfolio & Market Monitoring** + Track performance of closed transactions. + Support ongoing dialogue with investors and contribute to relationship management. **Qualifications:** **Education:** + Bachelor’s degree in Finance, Economics, Accounting, or related field. **Experience:** + 1–3 years of relevant experience in investment banking, credit analysis, or private debt. **Technical Skills:** + Advanced proficiency in Excel, PowerPoint, and financial modeling. + Strong understanding of credit metrics, and accounting principles. + Familiarity with credit legal documentation for private credit. **Competencies:** + Excellent analytical and problem-solving skills. + Strong communication and business writing abilities. + Ability to work on a lean team under pressure and manage multiple deadlines. + Team-oriented with a proactive and detail-focused mindset. **Compensation & Benefits:** + Competitive base salary and annual discretionary bonus. + Comprehensive benefits package including health, dental, vision, 401(k) with match, and wellness programs.
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