Analyst, Private Credit - Portfolio & Account Management

Analyst, Private Credit - Portfolio & Account Management

The Portfolio & Analytics (P&A) team is a critical part of Antares, focused on overseeing and managing one of the largest middle?market portfolios in the private credit space. Based in Chicago and Atlanta, the high?performing team utilizes an industry coverage model to generate portfolio insights, monitor portfolio performance and market trends, and manage portfolio related activity including amendments, add?on acquisitions, incremental financings, dividend recapitalizations and refinancings.

The primary role of the Analyst, Private Credit - Portfolio & Account Management is to oversee and manage a portfolio of cash flow loans and monitor certain industries for key trends and market insights. The Analysts are responsible for monitoring the performance of assigned loan accounts, completing internal reporting requirements, and validating the accuracy of portfolio related data, as well as generating industry specific dashboards and white papers. Additionally, the Analysts assist senior deal team members in the underwriting, structuring, documentation and closing of on?going portfolio related requests.

Responsibilities

• Monitor the performance of assigned portfolio of cash?flow loans, including reviewing and spreading financial statements and monitoring on?going compliance with loan agreements and internal policies.
• Build and maintain borrower relationships and communicate directly with respective management teams and 3rd party lenders and investors, including establishing and maintaining lender portals.
• Prepare clear and concise written business updates on portfolio performance and present assigned loan accounts at internal portfolio reviews. Proactively highlight any concerns or issues with a comprehensive assessment and recommendation.
• As a member of the account management team, conduct financial and business due diligence, including company and industry research, cash flow modeling, financial and dataroom analysis to determine creditworthiness of borrower related transactions including amendments, add?on acquisitions, incremental financings, dividend recapitalizations and refinancings.
• Assist in the preparation of approval memos, present the underwriting results and recommendations to an investment committee, and lead the closing and funding process.
• Compile portfolio and industry metrics for industry dashboards, reviews, reporting, and analytics projects, coordinating with various stakeholders.
• Anticipate key business, marketplace and competitor dynamics in finding opportunities for the portfolio.
• Ensure proper records and associated documents are maintained on an on?going basis. Audit certain business processes to ensure data accuracy for portfolio reporting purposes.

Qualifications

The Fine Print

Salary Range : $90,000 - $110,000

Antares is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.