Senior Private Credit Fund Analyst
$150,000–$228,200 year
HybridNew York, United States
Job Summary
Conduct investment due diligence across drawdown, private BDCs, and interval funds while sourcing and analyzing new investment opportunities. Monitor existing fund investments, write detailed investment memos and commentaries, and present findings to committees. Educate internal partners and financial advisors on investment solutions, explaining fund merits and risks. Analyze investment options using quantitative and qualitative lenses, manage relationships with internal parties and external vendors, and ensure data accuracy through error detection and correction. Lead meetings with senior executives and attend annual or on-site meetings.
Required Qualifications
- 4+ yrs private markets fund investment due-diligence experience with a preference for candidates who have focused specifically on private credit fund analysis
- Proficiency with Excel, Pitchbook, Preqin and Cambridge data for modeling purposes
- Series 7 and Series 66 (or Series 63 & 65) required, or ability to obtain within 120 days of hire
- Series 7
- Series 66
- Series 63
- Series 65
- 1st shift (United States of America)
- 40 hours per week
- Work onsite in accordance with the workplace excellence policy
Desired Qualifications
- 8+ years of experience in the financial services industry
- Bachelor's or Master's degree
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