Senior Financial Reporting Analyst, Credit Leverage

2 months ago


Boston, United States SDL Search Partners Full time

Senior Financial Reporting Analyst, Credit Leverage


Global private equity firm is hiring a Senior Financial Reporting Analyst in their downtown Boston office. Ideal candidates will have at least two years of alternative investment experience, particularly with private credit/debt and/or CLOs.


The team is doing a hybrid schedule 3 days/week in the downtown Boston office and offers excellent total compensation including bonus, 401k contributions, profit sharing, comprehensive benefits, merit-based promotions, and growth potential.


Responsibilities:

  • Maintain operation of middle-market CLOs across private funds
  • Prepare quarterly fund/CLO waterfall distributions
  • Partner with deals team throughout asset approval process, prepare funds as needed
  • Partner with lenders on deal performance, covenant calculations
  • Prepare reports on fund-level credit metrics and liquidity projections
  • Oversee compliance for all agreements and reporting requirements including financial covenants
  • Develop and implement process improvements to ensure efficient and accurate reporting
  • Participate in ad-hoc projects as needed


Qualifications:

  • Bachelor’s degree in Finance or related field
  • Strong academic achievement is required
  • 2-4 years' experience in private credit or CLOs
  • Very strong interpersonal skills, ability to partner with all levels across the firm
  • Intermediate to Advanced Excel


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