Financial Analyst

Financial Analyst – Sponsor FinanceLeading Alternative Investment Manager | Chicago, IL (Hybrid)$100,000–$120,000 Base Salary + 10% bonusTUES-TH on-site in Chicago, ILCompany OverviewWe are partnering with a market-leading global alternative investment manager and direct lender with more than $90 billion of capital under management and 1,100+ employees globally. The firm specializes in providing financing solutions to private equity-backed middle-market companies and manages investment strategies across private credit, broadly syndicated loans, and opportunistic credit. The firm's Middle Market Lending platform provides senior, unitranche, and second-lien financing to U.S. middle-market businesses and works closely with private equity sponsors across industries including healthcare, financial services, software and technology, consumer, and diversified industries.The OpportunityThe Financial Analyst will join the Sponsor Finance Middle Office team, which serves as an important link between the firm's investment professionals and its back-office functions.This is not a traditional accounting or back-office operations position. The Analyst will work with investment and deal professionals to monitor a diversified portfolio of debt and equity investments, analyze borrower financial information, maintain critical deal-level data, and support portfolio and investor reporting. The opportunity is particularly attractive for an early-career finance professional looking to gain exposure to private credit, leveraged finance, private equity-sponsored companies, and investment portfolio monitoring.Key ResponsibilitiesPortfolio & Credit MonitoringMonitor and analyze a diversified portfolio of debt and equity financingsReview borrower financial information, including income statements, balance sheets, and cash flow statementsInput and maintain borrower financial data within the firm's credit monitoring systemsAnalyze portfolio and deal-level information for completeness and accuracyDevelop an understanding of individual borrowers, capital structures, and investment performanceThe Middle Office team is responsible for maintaining deal and portfolio-level information used throughout the organization.Deal Team PartnershipCommunicate directly with investment and deal professionals to understand borrower businesses and financial performanceDevelop familiarity with private equity-sponsored transactions and middle-market credit structuresHelp ensure accurate financial and deal information is available to investment professionals and other internal stakeholdersServe as a liaison between investment professionals and supporting functionsData & AnalyticsWork extensively with large financial datasets and ExcelMaintain and analyze information within the firm's credit monitoring databaseEvaluate existing data capabilities and identify opportunities to improve processesIdentify potential system modifications that could improve data quality, reporting, or efficiencySupport initiatives designed to create more scalable and automated processesStrong Excel skills, financial-statement knowledge, analytical ability, and technological literacy are central to the position.Investor & Firmwide ReportingPartner with the Investor Reporting team to respond to investor requestsAssist with deal and portfolio-level reporting used throughout the firmSupport firmwide projects and data-quality initiativesHelp ensure investment information is accurate, timely, and usable by downstream teamsParticipate in special projects as the platform and investment portfolio continue to growIdeal Candidate ProfileBachelor's degree required, preferably in Finance or Accounting1+ year of professional experience within financial services, or highly relevant internship experienceStrong understanding of the three primary financial statementsStrong Excel skillsComfortable working with and analyzing large amounts of financial dataHigh level of attention to detailStrong analytical and critical-thinking capabilitiesAbility to work independently while collaborating effectively with a teamComfortable working in a fast-paced, deadline-driven environmentInterest in private credit, leveraged finance, private equity, or investment managementAbility to communicate effectively with investment professionals and other internal stakeholdersFamiliarity with Microsoft Office and Office 365 toolsAbility to appropriately utilize AI and other technology tools to improve productivity and analysisWhy This OpportunityJoin one of the largest and most established private credit managers in the marketGain direct exposure to a diversified portfolio of private equity-sponsored middle-market companiesWork closely with investment and deal professionals rather than operating solely within a traditional back-office functionDevelop foundational experience in credit analysis, portfolio monitoring, financial statement analysis, and investment dataExposure to both debt and equity investmentsOpportunity to understand how private credit investments are monitored after a transaction closesWork with financial and investment data that is utilized across the broader organizationStrong platform for an early-career professional looking to build a long-term career within private credit or alternative asset management