Finance Data & Research Associate

Job Description

Job Description

Manager Research Associate

Overview

Our Finance/PE firm is seeking an Associate to join their growing team of investment professionals. This position will support senior members of the credit research team across the Firm’s advisory and investment management businesses. The ideal candidate will have strong analytical skills, experience in private credit, and a desire to develop expertise in manager research and due diligence.

Roles & Responsibilities

·       Support manager research and due diligence on private credit funds, including analyzing track records and portfolio data.

·       Assist with credit research projects such as market mapping, performance comparisons, fee comparisons, and other topical research.

·       Prepare client deliverables, including due diligence reports and amendment recommendations.

·       Maintain and update the Firm’s manager databases and fund data.

·       Assist in monitoring existing fund investments, including quarterly reporting review, portfolio tie-outs, and flagging changes in performance or terms.

·       Build and maintain Excel models and analytical tools to support research and monitoring.

·       Attend manager meetings, annual meetings, and industry events as needed.

·       Contribute to presentations for clients and internal investment committees.

• Support growth to the firms private debt index business including index production and data integrity, building analytics, research and commentary, and supporting client inquiries and relationships.

Qualifications

·       Undergraduate degree in finance, economics, or a related field required.

·       2 to 3 years of experience in private credit, asset management, investment banking, consulting, or a related field.

·       Strong Excel, database management (i.e., SQL, Python), and financial analysis skills required.

·       Familiarity with credit concepts (e.g., loan structures, fund terms, fee/waterfall mechanics) a plus.

·       Experience or interest in leveraging AI and technology to improve research workflows.

·       Progress toward CFA or CAIA designation a plus.

·       Excellent written and verbal communication skills.

·       Strong attention to detail, organized, and able to manage multiple projects.

·       The position is in NYC.

An established recruiting firm that is hired to identify top talent for this firm.

Company Description

An established recruiting firm that is hired to identify top talent for this firm.