Associate, Credit Analysis
On-siteChicago, Illinois, United States
Job Summary
Monitor investments in the Business Services sector within the leveraged loan market by conducting fundamental analysis, building financial models, and preparing written investment memoranda. Present comprehensive credit analysis on individual credits, including strengths, weaknesses, mitigants, business outlook, industry dynamics, and cash flow projections. Assist in preparing sector presentations for the Investment Committee, covering industry trends, company comparisons, and valuations. Maintain high-level knowledge of current market activity through networking with research analysts and third parties, while utilizing Bloomberg, Capital IQ, and Moody's/S&P platforms. Forecast projects based on business drivers and interpret Quality of Earnings reports to assess relative value.
Required Qualifications
- Bachelor's degree in business, finance or related field of study
- 2 to 5 years of experience in credit markets
- formal credit training
- financial analysis
- modeling
- broadly syndicated loan market experience
- Demonstrated understanding of GAAP principles
- financial analysis
- valuation
- modeling
- Ability to forecast/project based on drivers of applicable business
- Demonstrated ability to interpret/analyze Quality of Earnings reports
- understand/opine on Adjustments to EBITDA
- Ability to perform Discounted Cash Flow Analysis
- NPV analysis
- Ability to assess Relative Value
- based on yield calculations
- internal/external ratings considerations
- credit metrics
- Ability to interact with outside institutions in professional manner
- seeking guidance from research analysts
- market color from capital markets professionals
- Ability to write correspondence and/or reports
- Ability to effectively present information to customers, clients and other employees of the organization
- Ability to read, analyze and interpret financial reports and/or legal documents
- Demonstrated competence with respect to overall macro factors
- subsector trends/allocations
- Demonstrated competence with Microsoft Excel
- Word
- PowerPoint
- Demonstrated competence/curiosity with Artificial Intelligence (CoPilot, Claude, GPT, etc)
- Demonstrated competence in use of Bloomberg
- Capital IQ
- Demonstrated competence with Moody's/S&P online platforms for ratings/industry analysis
- Ability to learn/adapt to technological platforms OFS employs on proprietary basis
Desired Qualifications
- Prior investment banking experience
- CPA
- CFA
- MBA
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.