Leveraged Loans & CLO Analyst (2)

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Leveraged Loans & CLO Analyst (2)

Location: New York, NY

The firm is a privately-held, SEC registered investment advisor focused on leveraged loans and collateralized loan obligations (CLOs). They currently act as the portfolio manager for 12 CLOs with approximately $4.8 billion in broadly-syndicated and middle market loan assets under management.

Job Description

  • Analyst with 3 – 7 years of overall experience with a generalist background
  • Underwriting of leveraged loan transactions as well as monitoring existing exposures within assigned industry sectors

Ideal Applicant

  • Significant experience in bank loan underwriting and research with in-depth quantitative credit, financial analytical, and critical thinking skills expertise
  • Demonstrated modeling, written and verbal communication skills with attention to detail
  • Significant experience analyzing CIMs, models, credit agreements, and term sheets
  • Team player who is a resourceful self-starter, willing to assist with the training of junior analysts, and to work on special projects
  • Some knowledge of utilities, packaging or mining industries helpful but not necessary
  • CFA, MBA, and/or formal credit training

Underwriting

  • Analyze primary issuance and secondary market opportunities
  • Conduct investment due diligence
  • Assess key credit considerations
  • Preparation of underwriting approval/decline memos for formal credit committee approval

Portfolio Monitoring

  • Continuous oversight/coverage of all investments
  • Provide quarterly analysis of financial and operating performance
  • Prepare amendment, waiver, and consent requests
  • Buy/hold/sell recommendations based on credit and relative value

Contact: Fred Dearborn

fdearborn@randthompson.com