updated 1 month ago
Global Banking & Markets - Private - Dallas - Analyst - PECC (Private Equity Capital Call)
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Job description
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TL;DR
Analyst (Private Equity Capital Call) (Fund Finance): Developing tailored credit solutions and underwriting structured loans for private equity funds with an accent on fund diligence, borrowing base certificates, financial modeling, and risk assessment. Focus on evaluating complex loan structures, analyzing limited partner credit data, drafting loan committee memos, and maintaining regulatory compliance.
Location: Onsite in Dallas, TX, United States
Company
is a global financial services firm whose Private Markets Investing and Lending group provides structured financing and risk management solutions across the private markets ecosystem.
What you will do
- Advise on and develop tailored credit solutions within the firm's risk parameters.
- Conduct diligence on private equity funds and sponsors, reviewing track records, financials, PPMs, and LPAs across buyout, real estate, infrastructure, and other strategies.
- Build and maintain borrowing base certificates, financial models, and analytical spreads.
- Analyze limited partner financial statements, subscription documentation, and credit data to support underwriting and risk assessment.
- Evaluate the credit implications of complex structured loans and draft committee memos for originations, modifications, and other transactions.
- Perform ongoing regulatory compliance and risk management activities.
Requirements
- Strong interest in private equity and fund finance, with an interest in innovative credit solutions.
- Knowledge of financial accounting and financial analysis.
- Excellent written and verbal communication skills.
- Strong people and project management skills, attention to detail, and the ability to meet tight deadlines.
- Ability to work autonomously, collaborate across multiple teams, and manage changing priorities.
Nice to have
- Experience in underwriting, lending, commercial or private banking, investment banking, investor relations, private equity, or credit.
Culture & Benefits
- Collaborative deal team of more than 10 professionals.
- Opportunity to work with colleagues across Global Banking & Markets, Asset Management, and other firm divisions.
- Exposure to a global PECC team operating across the Americas, EMEA, and Asia.
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