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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