Asset Management Analyst - Credit Focused Investment Firm
WhiteCap Search · New York, NY
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- On site
- Full-time
- $90,000 / year
- New York, NY
Job highlights
- Support asset management team in investment valuations.
- Onboard new investments and analyze portfolio performance.
- Prepare valuation summaries and presentations.
- Build and maintain financial performance models.
- Work in a fast-paced, growing investment firm.
About the role
Asset Management Analyst - WhiteCap Search
Our client, a prominent credit-focused investment firm with over $60B of AUM, is looking to hire an Analyst to join their growing Asset Management team. As one of the largest credit funds in the world, the firm has seen significant year-over-year growth, creating an exciting opportunity for professionals looking to thrive in a fast-paced, dynamic environment. This individual will be integral to supporting the team in investment valuations, portfolio analysis, and smooth onboarding of new investments. This is a hybrid role, requiring in-office work Monday through Thursday, with the flexibility to work from home on Fridays.
Job Function
- Work closely with the underwriting team to smoothly onboard new investments.
- Perform valuations for a variety of investments include illiquid securities.
- Prepare detailed summaries for monthly and quarterly valuations and presentations for the valuation committee.
- Build and maintain models that analyze and track performance.
- Interact with the fund's portfolio managers to review portfolio performance.
Job Requirements
- 1-3 years of valuations related experience at an investment bank, consulting firm or hedge fund.
Key skills/competency
- Asset Management
- Investment Valuations
- Portfolio Analysis
- Credit Focus
- Financial Modeling
- Illiquid Securities
- Investment Banking
- Hedge Fund
- Underwriting
- Financial Presentations
Skills & topics
- Asset Management
- Analyst
- Valuations
- Portfolio Analysis
- Credit Investments
- Financial Modeling
- Investment Banking
- Hedge Fund
- Hybrid Role
- Financial Services
How to get hired
- Tailor your resume: Highlight your 1-3 years of valuations experience, emphasizing investment banking, consulting, or hedge fund backgrounds.
- Showcase valuation skills: Detail your experience with illiquid securities and financial modeling in your application.
- Quantify achievements: Use numbers to demonstrate your impact on portfolio analysis and investment onboarding.
- Address hybrid work: Confirm your understanding and availability for the Monday-Thursday in-office requirement.
Technical preparation
Master financial modeling techniques.,Understand illiquid security valuation methods.,Practice preparing financial presentations.,Familiarize yourself with portfolio analysis tools.
Behavioral questions
Describe a complex valuation you performed.,How do you handle fast-paced environments?,Explain your experience onboarding new investments.,How do you collaborate with underwriting teams?
Frequently asked questions
- What is the primary focus of the Asset Management Analyst role at WhiteCap Search?
- The Asset Management Analyst role at WhiteCap Search focuses on supporting the investment valuations, portfolio analysis, and onboarding of new investments for a credit-focused investment firm.
- What is the required experience for the Asset Management Analyst position?
- The position requires 1-3 years of valuations-related experience, ideally from an investment bank, consulting firm, or hedge fund.
- What is the work arrangement for this Asset Management Analyst role?
- This is a hybrid role, with required in-office work from Monday through Thursday and the flexibility to work remotely on Fridays.
- What types of investments will the Asset Management Analyst be valuing?
- The Analyst will perform valuations for a variety of investments, including illiquid securities.
- What is the AUM of the firm hiring for this Asset Management Analyst role?
- The firm has over $60 billion in Assets Under Management (AUM).
- How can I best prepare my resume for the Asset Management Analyst job at WhiteCap Search?
- To best prepare your resume, highlight your 1-3 years of valuations experience, your background in investment banking, consulting, or hedge funds, and any experience with illiquid securities and financial modeling.
- What are the key responsibilities of an Asset Management Analyst at this firm?
- Key responsibilities include onboarding new investments, performing valuations, preparing valuation summaries and presentations, building performance tracking models, and reviewing portfolio performance with portfolio managers.