Position Overview
This team member will be responsible for assisting in the origination, underwriting and monitoring of primarily investment grade, privately placed (4a2) debt securities for institutional clients with varying portfolio needs. In addition, this person will be involved in all aspects of business development, working closely with both internal sales teams as well as legal, compliance and risk.
**Primary Responsibilities:**
+ Evaluate new investments: Perform in-depth due diligence including credit analysis, research and financial modeling as well as assessing documentation issues with the legal department and determining relative value.
+ Investment committee materials: Prepare detailed investment memos and present recommendations for new investments, amendments or waivers.
+ Portfolio monitoring: Active management and surveillance of existing portfolio credits including reviewing financial statements, covenant compliance, credit developments and rating agency act...