Investment Analyst

Senior Associate - Valuation and Credit Risk

Key Responsibilities

• Conduct quarterly valuation analyses of companies and their associated securities across diverse industries using comprehensive qualitative and quantitative data through internal valuation models applicable to private credit and equity investments.
• Oversee the performance of portfolio companies, including financial data analysis and the interpretation of key metrics.
• Effectively communicate trends, performance drivers, and key credit metrics of portfolio companies.
• Collaborate with the Deal Team, Finance / Operations Team, Trading Desk, Credit Rating Agencies, and external valuation consultants to ensure alignment and accuracy in analysis.
• Research and identify comparable companies utilizing public market data to inform valuation assessments.
• Integrate and synthesize data to support, challenge, and reconcile analytical conclusions, including conducting back testing and stress testing where necessary.
• Recommend enhancements and updates to processes, procedures, and methodologies to align with industry best practices.
• Assist with the fulfillment of external audit requests as needed.

General Qualifications

Desired Background / Education

Employment Details

Seniority level : Mid‑Senior level

Employment type : Full‑time

Job function : Strategy / Planning, Research, and Finance

Industries : Investment Management, Venture Capital and Private Equity Principals, and Financial Services

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