Related skills
powerpoint microsoft excel📋 Description
- Research and analyze private credit funds and assets
- Develop original private credit market research
- Create Excel and PowerPoint presentations for clients
- Present research findings and due diligence at internal/external meetings
- Mentor and train junior research staff
- Prepare due diligence notes and investment recommendations
🎯 Requirements
- Bachelor’s degree in finance, economics, or related degree
- 5-10 years evaluating private credit managers/funds
- CFA, CAIA, or MBA preferred
- Strong knowledge of private markets and due diligence
- Experience presenting to clients and colleagues
- Proficiency in Microsoft Office and quick to learn new software
🎁 Benefits
- Top tier healthcare coverage
- 100% paid premium for disability and employee life insurance
- Health and Dependent Care FSA and HSA options
- Company 401K contribution
- Hybrid work policy
- Paid time off and 15+ holidays
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