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Role Description

As a Senior Investment Analyst in our Specialty Finance team, you will play a key role in identifying and analyzing structured credit risk aspects of these solutions. You will analyze collateral cash‑flow, credit enhancement mechanics, trigger frameworks, and scenario‑based stress outcomes, and work closely with the team to design and structure transactions effectively.

Collaborating with structured credit experts across the investment teams is an important part of the role. You will also work closely with external partners, and will play a part in establishing, maintaining, and overseeing underwriting and operating manuals and guidelines.

Key Responsibilities

• Help drive analysis for innovative specialty finance solutions, establishing methodologies for evaluation of risk and return.
• Identifies risk and return drivers, develops and models forward-looking scenarios, analyzes relative value, and provides recommendations for pricing of specialty finance solution products.
• Communicates analysis and recommendations through written reports, presentations, conversations, and meetings with internal and external partners.
• Helps in designing, implementing, and monitoring underwriting and operating manuals for the specialty finance venture.
• Build relationships with internal and external partners to identify and assess new product opportunities.
• Interfaces with accounting, legal, regulatory, and rating agency teams to structure specialty finance products effectively.
• Helps design and implement performance and risk measurement tools and reporting for the specialty finance venture.
• Monitors, reviews, and evaluates industry, economic, and regulatory trends that impact specialty finance products.
• Contributes to enhancement of the team's overall approach to evaluating and managing specialty finance opportunities.
• Identifies innovative approaches to managing specialty finance products.
• May perform other responsibilities as assigned.

Qualifications

• Bachelor’s Degree; MBA, MS or MA in business administration, economics, finance, or CFA preferred.
• 3-5 years of related investment experience.

Requirements

• Conversant in fixed income and equity valuation methodologies.
• Conversant in return on capital-based analysis.
• Credit, Structured, Real Estate, and/or analytical Research professional.
• Proficient in Excel and other related software.
• Demonstrated curiosity and ability to apply risk and return principles to innovative products.
• Excellent verbal and written communication skills.
• Organized, detailed, and process-oriented.
• Analytical and problem-solving capabilities.
• Well-developed negotiating skills.
• Positive, hardworking, pro-active, and professional.
• Highly collaborative and team-oriented.
• Critical and creative thinker; comfortable expressing opinions and views to peers and executive leaders.
• Decisive with strong judgment.
• Driven self-starter and capable of working independently.
• Responsive, reliable, and timely.
• Handles pressure well and capable of managing multiple tasks and projects simultaneously.
• Ability to successfully coordinate and work across multiple groups.

Benefits

• Medical/dental/vision coverage.
• Life insurance.
• Short and long term disability coverage.
• Paid time off with a minimum of 18 days each full calendar year, pro-rated quarterly based on hire date.
• Nine paid holidays.
• 8 hours of Lifetime paid time off.
• 8 hours of Unity Day paid time off.
• 401(k) with company match.
• Company-paid pension plan.
• Business casual attire.