Financial Analyst

New York, NY

Our client manages private equity, public equity and credit capital with aggregate assets under management totaling more than $20.0 billion



  • Pull timeline from credit agreements
  • Ensure investment teams have agency data room access
  • Review financials for positions covered; prepare quarterly and budget monitoring reports
  • Join quarterly lender calls for positions covered
  • Maintain database with all relevant data inputs
  • Prepare outputs on an as needed basis
  • Prepare quarterly internal valuations; coordinate with investment teams for approval



  • Finance or accounting degree, GPA 3.5+
  • 2-4 years of experience in financial services
  • Strong Microsoft Excel skills, which include basic knowledge of macros and pivot tables
  • CPA/CFA or other professional designation a plus


Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 10/31/2017
Salary $80,000 - $100,000

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