Analyst​/Associate Portfolio

Overview

"I have dealt with ATG Partners at several of the organizations I have been with and can say that they are a pleasure to work with. The candidates that he presents are top notch and always spot on for the position we are looking for. Additionally, ATG’s professionalism and follow-up skills are fantastic! Unlike some of their competitors, I feel that they truly partner with the organization to find the right candidate and has been a huge help over the years."

It's more than identifying talent it's attracting and delivering them

Job Title:

Analyst / Associate (Credit Deal Team)

Location:

Westchester, CT
Company:
Confidential Structured Finance Firm

Reports To:

VP of Credit

Hybrid (in office 4 days a week)

Our client is a specialty finance company that serves all corporate America and provides alternative, structured financing to companies allowing them to free up liquidity on their balance sheet. Its leadership team is comprised of insurance, investment and legal veterans with extensive experience in their respective disciplines.

• Assist in origination and execution of specialty lending transactions for domestic, foreign, public and private entities
• Perform comprehensive financial, actuarial, and mathematical modeling and analysis
• Participate in due diligence process on customer financial, business, and actuarial profiles, including, a thorough evaluation of key transaction risk factors
• Assisting in write-up of financing and underwriting memoranda
• Manage and execute tasks encompassing valuation, accounting and other technical issues with regard to deal transactions
• Monitor, analyze, and report on the financial evolution of each portfolio company and on the overall lending book
• Calculate and suggest revisions (as applicable) to clients’ risk grades using the Company’s internal risk grading model and standards
• Assisting in various other tasks related to transactions

• Educated to an undergraduate degree level or higher in a related field
• Excellent corporate financing, accounting and financial modeling skills
• Proven full-time work experience in a related field (minimum 3 years)
• Banking / Insurance experience is a plus
• Able to produce client-ready written materials and present these in a measured, clear and articulate way
• Results-oriented with excellent organizational, planning and project management skills
• Proactive and flexible personality, able to work and thrive in a start-up environment
• Outstanding interpersonal skillset and ability to effectively coordinate and contribute to a team effort, including, coordinating with other junior team members, communicating with senior management on all levels and seamlessly working with legal counsel, advisors and clients