Senior Private Credit Fund Analyst

This role is responsible for providing in-depth knowledge of investment solutions to internal partners, including financial advisors. Key responsibilities include sourcing and analyzing investments, monitoring existing fund investments, writing detailed investment memos and commentaries, and presenting findings to committees individually or as part of a team. Job expectations include strong analytical skills with the ability to synthesize information through quantitative and qualitative lenses and a deep understanding of financial markets.

Job Responsibilities

• Educates internal partners, including financial advisors, on investment solutions using in-depth knowledge
• Thinks strategically and analyzes investment options, relaying findings to clients in an understandable manner
• Utilizes strong communication skills, both verbal and written
• Manages relationships with internal parties and external vendors
• Operates with the ability to detect, compare, and correct errors by checking data for accuracy and consistency
• Works with senior leaders and executives, exhibiting strong executive presence and the ability to lead meetings
• Leads investment due‑diligence on new funds
• Interacts with financial advisors and clients, explaining merits and risks of the fund and private credit space
• Attends annual meetings and conducts on‑site meetings

Required Qualifications

• 8+ years 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

Desired Qualifications

• Bachelor’s or Master’s degree

Skills

• Analytical Thinking
• Attention to Detail
• Causation Analysis
• Presentation Skills
• Research
• Critical Thinking
• Data Governance
• Decision Making
• Oral Communications
• Written Communications
• Active Listening
• Data Quality Management
• External Resource Management
• Trading and Investment Analysis
• Vendor Management

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift

1st shift (United States of America)

Hours Per Week

40