About the position
Responsibilities
• Support the origination of private debt opportunities, including preparing presentation materials and conducting in-depth market analysis
• Track deal opportunities, client solicitations, and maintain pipeline and client reports
• Participate in roadshows, presentations, issuer and sponsor meetings, and due diligence sessions
• Review offering memoranda, sell-side research, rating agency reports, and other relevant documentation
• Analyze financial statements and models, conduct sensitivity analyses, and develop/refine financial models as needed
• Evaluate pricing and determine the relative value of investment opportunities using Bloomberg and other market data sources
• Provide recommendations on internal credit ratings for both potential and existing investments
• Prepare comprehensive written materials, such as investment summaries and investment committee memoranda
• Contribute to Investment Committee presentations and collaborate with Client Portfolio Management to align investment opportunities with client objectives
• Oversee tasks associated with transaction closings
• Monitor and review portfolio investments regularly
• Complete annual portfolio credit reviews and address client investment requests
• Produce daily, weekly, and monthly reports to manage and report on portfolio performance and risk
• Ensure compliance with investment guidelines and manage portfolio risk
• Work with Artificial Intelligence ('AI') tools and advanced analytical software to streamline portfolio and underwriting processes
• Engage in process automation and data management initiatives to enhance operational efficiency
• Coordinate with Client Portfolio Management to develop materials for existing and prospective clients
• Support marketing efforts to both investment and borrower clients
• Collaborate with internal teams (e.g., Infrastructure, Private Asset Based Finance, Legal, Compliance) and external partners to facilitate investment processes
Requirements
• Proficiency in Microsoft Office (Excel, PowerPoint, Word); experience with financial modeling
• Excellent written and oral communication skills
• Strong organizational skills and ability to prioritize tasks effectively
• Detail-oriented with a commitment to accuracy and meeting deadlines
• Team-oriented with the ability to work independently
• Authorized to work in the U.S. without the need for immigration sponsorship, now or at any point in the future
Nice-to-haves
• BA/BS in Finance, Accounting, Business, Economics, Math or any other related field of expertise
• CFA charterholder
• Advanced business or accounting degree
Benefits
• Comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability
• Company-paid life insurance and legal services
• Retirement pension funded entirely by MetLife and 401(k) with employer matching
• Group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance
• Employee Assistance Program (EAP) and digital mental health programs
• Parental leave
• Volunteer time off
• Tuition assistance
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