Valuations Associate

• Support the Valuations team, focused on portfolio account surveillance, monitoring, reporting and valuation

• Conduct comprehensive financial analysis and research of prospect and portfolio companies, in addition to the industries they participate in

• Analyze management, cash flows, asset collateral quality/coverage, deal structure, covenants, and perform sector analysis to understand a given firm’s competitive position

• Generate detailed financial models, including those for projections, covenant sensitivity analysis, duration and IRR calculations, amongst others

• Assist in the generation of credit/performance reports and presentations

• Continuously monitor assigned product sectors and portfolio companies

• Work with legal, financial, valuation and accounting advisors on account management, diligence and documentation

• Lead and work on frequent project‐oriented assignments

Requirements

The individual will have demonstrated an ability to work in a fast-paced, performance-driven environment with an ability to think broadly about the business, incorporating continual improvement of processes and procedures with a goal of excellence while focusing on accuracy and efficiency.

• 5+ years related experience desired

• MBA or CFA a plus

• Experience in modeling with R a plus

• Strong quantitative and qualitative skills

• Strong modeling skills and the ability to think flexibly, while analyzing a variety of situations; comfortable and effective multi-tasker

• Undergraduate degree from a top institution a plus, with a record of academic achievement – US GPA minimum requirement of 3.5

• Experience in a formal bank credit training or top sell side bank analyst program a plus

• Excellent oral and written communication skills

• Ability to work well with others