Analyst, Leveraged Credit Portfolio Management

Posted 6 Days Ago
Be an Early Applicant
Dallas, TX
Junior
Fintech
The Role
The Credit Analyst will assist Senior Credit Analysts in researching potential investments and monitoring existing leveraged loan positions, while performing financial analysis, modeling, and assessments of companies and their debt and equity instruments. Duties also include industry analysis and supporting portfolio managers in identifying new investment opportunities, all within a collaborative team environment.
Summary Generated by Built In

Purpose and Job Summary:Signal Peak Capital Management (“SPCM”) is a credit focused asset management team of ORIX Advisers, LLC, a wholly owned subsidiary of ORIX Corporation USA. SPCM currently manages approximately $4.9 billion of leveraged loans and structured credit assets across various collateralized loan obligations and other investment vehicles.SPCM is seeking a Credit Analyst to assist Senior Credit Analysts in conducting research on potential new investments as well as monitoring existing leveraged loan positions. Candidates should thrive in a fast-paced, growth-oriented, and performance-driven environment. The position will be based in Dallas, Texas and will report to a Managing Director and Co-Head of Research.
Essential Duties and Responsibilities:

  • Gathering and modeling historical financial data
  • Projecting future financial performance
  • Performing relative value analysis
  • Valuing companies and their debt and equity instruments
  • Synthesizing research reports
  • Monitoring securities markets for news releases
  • Performing industry analysis
  • Reviewing legal documents
  • Listening to conference calls and summarizing findings
  • Supporting portfolio managers in identifying new investment opportunities
  • Working professionally and harmoniously with team and coworkers
  • Other projects and duties as assigned

ContactsThis position has frequent contact with all levels of employees and management. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors.Travel Requirements - none.
Education, Skills and Experience:
Required

  • Up to 2 years of experience in a financially analytical role
  • Bachelor’s degree from a four-year university in finance, accounting, economics, mathematics, or related field required
  • Strong accounting/financial modeling and analytical skills
  • Excellent organizational, communication, presentation, and interpersonal skills
  • Diligent work ethic
  • Proficiency in Microsoft Office
  • Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines
  • Ability to manage multiple assignments and transactions simultaneously and to adjust priorities in a changing environment
  • Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities
  • Ability to learn quickly and work independently and as part of a high-performance team
  • Flexibility and ability to work under pressure with tight deadlines and constant interruptions


Preferred:

  • Progress toward a CFA charterholder designation

                                                                                                                              

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

 

You Time

 

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

 

Family Care

 

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

 

Flexible Work Arrangements

 

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

Top Skills

Financial Analysis
Financial Modeling
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The Company
HQ: New York, New York
667 Employees
On-site Workplace
Year Founded: 1981

What We Do

ORIX Corporation USA (ORIX USA) and our family of companies offer investment capital and asset management services to portfolio companies in the corporate, real estate, municipal finance and energy sectors. Drawing on this broad range of expertise, we deliver customized, flexible solutions across a wide variety of industries.
A Focus on Flexible, Forward-Thinking Financial Solutions. We look to not only meet our portfolio companies'​ immediate financial needs, but also to serve as a long-term partner, working with them through their business growth and changing market dynamics.

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