I am currently working with Portfolio Advisory firm looking for a Credit Analyst to contribute to their Client Asset Management functions, supporting a high-growth alternative investment advisory firm in New York City. Key responsibilities include reviewing credit documents, building borrowing base models, analyzing collateral data, and collaborating closely with internal teams and clients. Ideal candidates should have at least 2-5+ years of experience in credit analysis, structured finance, and building financial models from scratch using Excel.
Key Responsibilities:
- Review and interpret credit documents
- Build, modify, and run borrowing base models
- Analyze collateral data and work with large datasets
- Calculate financial ratios and other covenant requirements
- Perform portfolio monitoring and reporting
- Collaborate closely with the Client Asset Management Team and Investment Team
- Liaise with the Client borrowers
- Assist with the team's strategic initiatives
Qualifications:
- Bachelor's Degree in finance or relevant business field
- 2-5 years of relevant credit analysis experience in commercial banking or financial services with a focus on structured finance
- Strong Excel and financial modeling skills
- Proficiency in Word and PowerPoint
- Strong communication, interpersonal, and organizational skills
