The Director of Finance will oversee financial reconciliation, reporting, and compliance, while building forecasting models and delivering performance reports to leadership.
Funds Ratings - Associate / Associate Director (NY)
📅 Mar 16
Credit AnalysisFund RatingsCash Flow ModelingAsset Coverage Analysis
📜 Description
- Develop and maintain rating and analytical tools including cash flow models and asset coverage models to evaluate fund debt structures
- Prepare quantitative and qualitative credit memos and publications for internal and external audiences
- Participate in diligence meetings with fund management teams to assess investment acumen, risk management capabilities, and strategy execution ability
- Develop and maintain complex spreadsheets and databases for credit analysis
- Collaborate with KBRA experts across project finance, corporate finance, financial institutions, and structured finance sectors
🛠️ Requirements
- Bachelor's degree in Finance, Business, Math, or related analytical field
- 4 to 8 years of work experience as a credit analyst with fund lending, investing, or structured finance experience
- Advanced Excel proficiency and cash flow modeling ability
- Strong oral and written communication skills
- Ability to work collaboratively in a dynamic, fast-growing environment
- Extremely high attention to detail
- SQL and VBA proficiency for database querying (strong advantage)
- CFA progression or Generative AI tool familiarity (plus)
✨ Benefits
- Competitive benefits and paid time off
- Paid family and disability leave
- Educational and professional development financial assistance
- Employee referral bonus program
- Conduct credit research on funds, closed-end funds, and other investment vehicles across fixed income, private equity, private credit, real estate, and middle market lending strategies
Full job description
Position Title: Funds Ratings - Associate / Associate Director (NY)
Entity: Kroll Bond Rating Agency, LLC
Employment Type: Full-time
Location: New York, NY
Summary/Overview:
Kroll Bond Rating Agency, LLC. is seeking an Associate/Associate Director to join our growing Funds Ratings team in the New York office. The Funds team assigns and monitors credit ratings on various debt instruments issued by funds, closed-end funds, and other fund vehicles. KBRA’s growing ratings portfolio encompasses funds which leverage a variety of asset growth and income generation strategies including fixed income securities, private equity, private credit, real estate, and middle market lending. A strong candidate will have extensive experience and interest in fund investment and credit strategies.
About the Job:
- Assist with credit research on a variety of funds, closed-end funds, and other investment vehicles.
- Assist with the development of rating and analytical tools such as cash flow and asset coverage models used to evaluate fund debt structures.
- Assist in the quantitative and qualitative preparation and presentation of internal credit memos and publications.
- Participate in diligence meetings with fund management teams to assess their investment acumen, risk management skills, and overall ability to develop and successfully execute strategies.
- Develop and maintain complex spreadsheets and databases.
- Ability to leverage and seamlessly collaborate with KBRA experts in other sectors such as project finance, corporate finance, financial institutions, and structured finance.
- Assist in research for internal and publication purposes.
- Associate Directors will have the ability to independently lead credit ratings process and research efforts on a variety of debt transactions involving investment funds, and other related vehicles and to Lead/assist in the development of rating and analytical tools such as cash flow models used to evaluate fund debt structures.
You will be successful in this role if you have:
- Bachelor’s degree in Finance, Business, or Math related fields or any subject that results in strong analytical skills.
- Four (4) to Eight (8) years of work experience as a credit analyst with experience in fund lending, investing, or structured finance is a significant plus.
- Ability to work as an integral part of a highly collaborative team and across disciplines in a challenging and dynamic environment.
- Ability to manage time and resources in a fast-growing company.
- Effective oral and written communications skills.
- Proficiency in Advanced Excel, ability to cash flow model is a significant plus.
- Extremely high attention to detail.
- Proficiency in SQL and VBA for querying databases a strong advantage.
- Successful progression towards CFA a plus.
- Familiarity with Generative AI tools such as ChatGPT for research, data insights, and general productivity is a plus.
Salary Range:
The anticipated annual base salary range for this full-time position is $105,000 to $140,000. Offer amounts are determined by factors such as experience, skills, geography, and other job-related factors.
Benefits:
- A hybrid work schedule (Tuesday, Wednesday and Thursdays in the office)
- Competitive benefits and paid time off
- Paid family and disability leave
- 401(k) plan, including employer match (100% vested)
- Educational and professional development financial assistance
- Employee referral bonus program
About Us
Kroll Bond Rating Agency, LLC (KBRA) is a full-service credit rating agency registered with the U.S. Securities and Exchange Commission as an NRSRO. Kroll Bond Rating Agency Europe Limited is registered as a CRA with the European Securities and Markets Authority. Kroll Bond Rating Agency UK Limited is registered as a CRA with the UK Financial Conduct Authority pursuant to the Temporary Registration Regime. In addition, KBRA is designated as a designated rating organization by the Ontario Securities Commission for issuers of asset-backed securities to file a short form prospectus or shelf prospectus. KBRA is also recognized by the National Association of Insurance Commissioners as a Credit Rating Provider.
More Info:
KBRA encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, and veteran status or any other basis prohibited by federal, state or local law.
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