•Support the Asset Management team, focused on portfolio account surveillance, monitoring, reporting and
•Conduct comprehensive financial analysis and research of prospect and portfolio companies, in addition to
the industries they participate in
•Analyze management, cash flows, asset collateral quality/coverage, deal structure, covenants, and perform
sector analysis to understand a given firm’s competitive position
•Generate detailed financial models, including those for projections, covenant sensitivity analysis, duration
and IRR calculations, amongst others
•Assist in the generation of marketing and credit/performance reports and presentations
•Continuously monitor assigned product sectors and portfolio companies.
•Draft internal memorandum on new investments, account amendments/renewals and other investment committee presentations
•Work with legal, financial, valuation and accounting advisors on account management, diligence and
•Help to structure transactions and assist with closing deals/amendments, etc.
•Assist in the creation, implementation and documenting of process/procedural frameworks and file maintenance protocols
•Lead and work on frequent project-oriented assignments