Credit Analyst - Software Sector Coverage
We are seeking a highly motivated Credit professional to join our CLO investment platform in New York. This role focuses on covering newly issued loans within the software sector, supporting portfolio managers and traders in credit selection, risk assessment, and execution. The ideal candidate will have strong analytical skills, sector expertise, and a passion for leveraged credit markets.
Key Responsibilities
- Credit Analysis: Perform in-depth fundamental analysis of software companies issuing new BSL transactions, including reviewing offering memoranda, financial statements, and sponsor presentations.
- Modeling & Valuation: Build and maintain detailed financial models to assess leverage, liquidity, and covenant structures.
- Market Monitoring: Track primary issuance trends, pricing, and relative value opportunities within the software sector.
- Due Diligence: Participate in management calls, lender presentations, and interact with syndicate desks to gather insights.
- Portfolio Support: Provide recommendations to portfolio managers on new issue allocations and secondary trading opportunities.
- Reporting: Prepare sector updates, risk summaries, and contribute to internal investment committee discussions.
Qualifications
- Bachelor's degree in Finance, Economics, Accounting, or related field; MBA or CFA a plus.
- 1-3 years of experience in leveraged finance, credit research, or investment banking (software sector experience preferred).
- Strong understanding of BSL market dynamics, CLO structures, and credit documentation.
- Advanced Excel and financial modeling skills; familiarity with Bloomberg and loan market data sources.
- Excellent written and verbal communication skills; ability to present investment ideas clearly.
- Highly organized, detail-oriented, and able to thrive in a fast-paced environment.
FAQs
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