Credit Investment Analyst

2 weeks ago


Chicago, Illinois, United States Atlantic Group Full time

Key Responsibilities:

  • Evaluate Confidential Information Memorandums to assess potential investment opportunities across various sectors and financial transactions, including leveraged buyouts, mergers and acquisitions, dividend recapitalizations, and refinancings.
  • Conduct thorough due diligence on prospective deals, which involves participating in and analyzing company management presentations, scrutinizing virtual data rooms to interpret extensive datasets, identifying key performance indicators, and performing market and industry research through expert consultations and third-party analyses.
  • Develop comprehensive diligence and financial data request lists to evaluate new investment opportunities.
  • Draft preliminary credit review memorandums and final credit approval documents, outlining company profiles, capital structures, credit strengths and weaknesses, due diligence insights, and financial modeling scenarios for presentation to the Investment Committee.
  • Support the coordination of transaction closings, including negotiating credit agreements with external legal advisors.
  • Oversee the ongoing performance of portfolio investments by reviewing monthly and quarterly financial reports, participating in lender update meetings, providing regular updates to the Investment Committee, and managing additional debt raises within the portfolio.

Qualifications Required:

  • Bachelor's Degree in Finance, Accounting, Economics, or a related discipline.
  • 1 to 3 years of relevant experience, preferably in leveraged finance, investment banking, or commercial banking environments.


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