Private Credit Analyst

About the Role

• Role is for immediate hire.
• Seeking to fill a Private Credit Analyst role in Balbec’s Alpharetta, GA office within its Unsecured team.
• This location serves as global headquarters for all pricing and analytics functions and is overseen by a founding partner and CIO.
• This position is not eligible for visa sponsorship.

Key Responsibilities

• Collecting, processing, and analyzing underlying portfolio data generated externally or by various internal divisions of the company.
• Enhancing analytics reporting and improving the accuracy of analyses.
• Developing business intelligence (Data Warehousing and Reporting) solutions such as building dashboards, models, and tools to analyze and present data associated with Balbec and its funds’ portfolio.
• Building and maintaining financial models and performance reports.
• Assisting with overall investment processes including data cleanse and manipulation, pricing and stress testing, drafting investment process materials, and executing quantitative asset management functions.
• Explaining key valuation assumptions, risks, and performance trends to Partners and Managing Directors.
• Preparing analysis of deal performance.
• Building / Enhancing / Maintaining existing Python & Java codes used to process & analyze large complex data sets from existing portfolio data as well as various reference portfolio data.
• Serving as liaison between the Pricing & Analytics, Accounting, and Investor Relations (Capital Formation Group) teams.
• Assisting with overall Investment underwriting process throughout a given deal process.
• Interacting with various related counterparties (Seller/Broker/Co-investor, etc.).
• Performing various data analysis to build supporting underwriting models.
• Assisting in deal structuring / negotiation process.
• Preparing supporting quantitative analytics documentation to support investment thesis.
• Preparing & presenting investment committee memos and assisting in processes for final deal execution.

Requirements & Tech Stack

• Bachelor’s degree in a relevant field of study (Undergraduate degree required with a good grounding in financial services).
• Degrees in Mathematics, Finance, Computer Science or similar fields are preferred.
• Strong quantitative and analytical skills.
• Highly effective communication and interpersonal skills.
• High level of proficiency in Microsoft Office.
• Diligent error-checking and debugging habits.
• Detail-oriented and organized with an ability to prioritize and simultaneously manage many projects and drive to completion, with minimal hands-on guidance.
• Excellent analytical and problem-solving skills, combined with strong business acumen and an ability to present analysis in a clear and compelling manner.
• Strong teamwork, communication, and time management abilities as well as the ability to work independently.

Preferred

• Proficiency in programming language (Python, Java, SQL, etc).
• Comfortable working with and analyzing large and complex data sets and the ability to distill and communicate findings.
• Experience mapping and designing operational workflow in the investment management industry.