Analyst / Associate Portfolio

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Job Title: Analyst / Associate (Credit Deal Team)
Location: Westchester, CT
Company: Confidential Structured Finance Firm
Reports To: VP of Credit
Type: Direct Hire
Hybrid (in office 4 days a week)
Salary: $120,000 - $200,000 / yr
Posted: Sep 2, 2025
ID: j-1041
Responsibilities
Assist in origination and execution of specialty lending transactions for domestic, foreign, public and private entities
Perform comprehensive financial, actuarial, and mathematical modeling and analysis
Participate in due diligence process on customer financial, business, and actuarial profiles, including, a thorough evaluation of key transaction risk factors
Assisting in write-up of financing and underwriting memoranda
Manage and execute tasks encompassing valuation, accounting and other technical issues with regard to deal transactions
Monitor, analyze, and report on the financial evolution of each portfolio company and on the overall lending book
Calculate and suggest revisions (as applicable) to clients' risk grades using the Company's internal risk grading model and standards




Assisting in various other tasks related to transactions
Required Skills
Educated to an undergraduate degree level or higher in a related field
Excellent corporate financing, accounting and financial modeling skills
Proven full‐time work experience in a related field (minimum 3 years)
Banking / Insurance experience is a plus
Able to produce client‐ready written materials and present these in a measured, clear and articulate way
Results‐oriented with excellent organizational, planning and project management skills
Proactive and flexible personality, able to work and thrive in a start‐up environment
Outstanding interpersonal skillset and ability to effectively coordinate and contribute to a team effort, including, coordinating with other junior team members, communicating with senior management on all levels and seamlessly working with legal counsel, advisors and clients
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