11 дней назад
Private Equity Capital Call (PECC) Financing Analyst (Fund Finance)
110 000 - 125 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Private Equity Capital Call Financing Analyst (Fund Finance): Structuring and underwriting subscription finance facilities for private equity funds with an accent on financial modeling, fund analysis, credit assessment, and client coverage. Focus on evaluating fund-level risks, negotiating term sheets and credit agreements, and monitoring covenant compliance, collateral performance, and borrowing bases.
Location: New York, NY, United States; onsite at the New York office
Salary: USD 110,000–125,000 base salary per year, plus potential discretionary bonus
Company
is a global financial services firm operating across investment banking and markets.
What you will do
- Build and strengthen relationships with sponsors, fund managers, and internal coverage teams.
- Deliver tailored subscription finance solutions aligned with fund strategies and investor compositions.
- Evaluate credit, structural, and economic risks for private equity capital call facilities.
- Analyze fund sponsors, investment strategies, limited partner bases, PPMs, and LPAs across buyout, growth, real estate, infrastructure, and credit funds.
- Lead structuring discussions and negotiate indicative term sheets and credit agreement provisions with borrowers and legal counsel.
- Prepare credit approvals and monitor covenants, collateral performance, borrowing bases, documentation, and policy compliance.
Requirements
- 1–2 years of experience in fund finance underwriting or structuring, or related credit roles.
- Advanced financial modeling and financial analysis skills.
- Strong understanding of fund structures and LP-backed underwriting frameworks.
- Bachelor’s degree required; CPA, CFA, or MBA preferred.
- Series SIE, Series 7, Series 63, and Series 79 licenses required, or must be obtained within four months of joining.
- Must be based in New York, NY, United States for this office-based role.
Culture & Benefits
- Competitive benefits and wellness offerings for eligible active, non-temporary US employees.
- Benefits are generally available to full-time and part-time US employees working at least 20 hours per week.
- Potential discretionary bonus eligibility for active employees at fiscal year-end.
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