Analyst, Private Credit - Portfolio & Account Management
$90k - $110kAntares Capital
Job DescriptionThe Portfolio & Analytics (P&A) team is a critical part of Antares, focused on overseeing and managing one of the largest middle‐market portfolios in the private credit space. Based in Chicago and Atlanta, the high‐performing team utilizes an industry coverage model to generate portfolio insights, monitor portfolio performance and market trends, and manage portfolio related activity including amendments, add‐on acquisitions, incremental financings, dividend recapitalizations and refinancings.The primary role of a P&A Analyst is to oversee and manage a portfolio of cash flow loans and monitor certain industries for key trends and market insights. P&A Analysts are responsible for monitoring the performance of assigned loan accounts, completing internal reporting requirements, and validating the accuracy of portfolio related data, as well as generating industry specific dashboards and white papers. Additionally, P&A Analysts assist senior deal team members in the underwriting, structuring, documentation and closing of on‐going portfolio related requests.ResponsibilitiesMonitor the performance of assigned portfolio of cash‐flow loans, including reviewing and spreading financial statements and monitoring on‐going compliance with loan agreements and internal policies.Build and maintain borrower relationships and communicate directly with respective management teams and 3rd party lenders and investors, including establishing and maintaining lender portals.Prepare clear and concise written business updates on portfolio performance and present assigned loan accounts at internal portfolio reviews. Proactively highlight any concerns or issues with a comprehensive assessment and recommendation.As a member of the account management team, conduct financial and business due diligence, including company and industry research, cash flow modeling, financial and dataroom analysis to determine creditworthiness of borrower related transactions including amendments, add‐on acquisitions, incremental financings, dividend recapitalizations and refinancings.Assist in the preparation of approval memos, present the underwriting results and recommendations to an investment committee, and lead the closing and funding process.Compile portfolio and industry metrics for industry dashboards, reviews, reporting, and analytics projects, coordinating with various stakeholders.Anticipate key business, marketplace and competitor dynamics in finding opportunities for the portfolio.Ensure proper records and associated documents are maintained on an on‐going basis. Audit certain business processes to ensure data accuracy for portfolio reporting purposes.QualificationsBachelor’s degree, with a preferred concentration in finance, accounting, business, or economics.3+ years related experience including, but not limited to: private credit, commercial corporate lending, corporate credit ratings, valuations, or accounting. Portfolio management experience preferred.Knowledge and proven experience with financial statement analysis and ability to independently monitor and identify variances in financial performance.Motivated self‐starter with a responsive, friendly, and professional demeanor and strong written and verbal communication skills.Demonstrated ability to be decisive, highly organized and prioritize tasks including the ability to adapt to changing circumstances and adjust priorities as needed in a deadline‐driven environment while maintaining careful attention to detail and accuracy.Ability to work productively in a cross‐functional team environment with both internal and external stakeholders while taking individual responsibility for quality and accuracy.Proven record of reliability and dedication to high quality work product.High proficiency with Excel, Microsoft Word, PowerPoint and financial spreading software.The Fine PrintMust have unrestricted authorization to work in the United StatesMust be willing to comply with pre-employment screening, including but not limited to drug testing, reference verification, and background checkMust be willing to work from the Chicago or Atlanta officeAntares is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.#LI-hybridA reasonable estimate of the current base salary range at the time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is comprised of several components, including but not limited to applicant's skill, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and the location of the position.This role is eligible for a discretionary annual bonus (based on company, business unit and individual performance).Our benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.Base Salary Range$90,000 - $110,000To learn more, visit . Antares is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.SummaryLocation: Chicago; AtlantaType: Full time
$100k - $196k
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