Analyst / Associate, Direct Lending
Golub Capital is a financial services firm providing senior loans to U.S. middle market companies. The Analyst / Associate will assist in underwriting and managing investment opportunities, focusing on financial modeling and portfolio management.
Responsibilities
- Assisting the Underwriting Team in assessing new investment opportunities for the Firm
- Preparing investment and downside case financial models
- Assisting in the preparation of investment memoranda for presentation to the Investment Committee including:
- Preparing company, industry and financial charts and analysis
- Performing independent research on company and industry (internet, analyst reports, public comps)
- Assisting in the coordination of deal closings
- Assisting in preparing portfolio reviews for existing investments including:
- Preparing historical and projected covenant models
- Written credit analysis of historical and projected financial performance
- Reviewing internal monitoring templates to ensure accuracy of investment detail
- Assisting with managing accounts by monitoring industry events and through company press releases and monthly / quarterly financials, industry and company research reports
- Assisting in processing amendment / waiver requests, as necessary
- Other duties as assigned
Skills
- Bachelor's Degree required, preferably with a major in Finance, Accounting, Economics or related financial subject area with an outstanding record of academic achievement
- 1 to 3 years of experience in a finance function, preferably in leveraged credit or investment banking
- Strong analytical, financial modeling and research skills
- Proficient in Excel, Word, PowerPoint and other software
- Enthusiastic about working in office and creating a Gold Standard hybrid work culture
Benefits
- Full range of medical, financial and / or other benefits
- 401(k) eligibility
- Various paid time off benefits such as vacation, sick time and parental leave
Company Overview
Company H1B Sponsorship