Corporate Finance Associate

Our client is a global credit investment manager with over $40 billion in AUM investing across public and private strategies, including a direct lending platform that provides customized financing solutions to middle-market companies across industries.

Responsibilities

Own the day-to-day operation and maintenance of fund-level return models across drawdown funds, BDCs, and SMAs; Perform regular budget-to-actual variance analysis and leverage models to support policies and strategies for maximizing returns; Support the quarterly and annual business planning process and track revenue margins; Monitor business unit expenses; Oversee the coordination of fund-level liquidity, leverage, and capital activity; Provide guidance to the financing and allocation teams regarding target leverage maintenance, capital call and distribution requirements, and optimal funding strategies; Help build pro forma models, fee-sensitivity analyses, and financial exhibits for new fund launches and bespoke SMA structures; Provide senior leadership with ad hoc financial analysis

Requirements

Bachelor’s degree in finance or economics required; 3-6 years of strategic finance experience within private credit and/or an asset manager; Understanding of accounting and applying it to fund-level economics and business unit profitability; Experience building, auditing, and maintaining complex financial models across multiple legal entities and capital structures; Familiarity with private credit or alternative investment fund structures

Nice to have

Strong Excel skills a plus