Antares Capital LP
Analyst, Private Credit - Portfolio & Account Management
Antares Capital LP, Chicago, Illinois, United States
Overview
Analyst, Private Credit - Portfolio & Account Management at
Antares Capital LP . The Portfolio & Analytics (P&A) team oversees and manages one of the largest middle‑market portfolios in the private credit space. Based in Chicago and Atlanta, the team generates portfolio insights, monitors portfolio performance and market trends, and manages portfolio activity including amendments, add‑on acquisitions, incremental financings, dividend recapitalizations and refinancings. The primary role of the Analyst is to oversee and manage a portfolio of cash flow loans and monitor industries for key trends and market insights. Analysts monitor the performance of assigned loan accounts, complete internal reporting requirements, validate the accuracy of portfolio data, and generate industry dashboards and white papers. Additionally, Analysts assist senior deal team members in underwriting, structuring, documentation and closing of ongoing portfolio related requests. Responsibilities
Monitor the performance of assigned portfolio of cash‑flow loans, including reviewing and spreading financial statements and monitoring ongoing compliance with loan agreements and internal policies. Build and maintain borrower relationships and communicate directly with management teams and 3rd party lenders and investors, including establishing and maintaining lender portals. Prepare clear and concise written updates on portfolio performance and present assigned loan accounts at internal portfolio reviews. Proactively highlight concerns or issues with a comprehensive assessment and recommendation. 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 underwriting results and recommendations to an investment committee, and lead the closing and funding process. Compile portfolio and industry metrics for 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 ongoing basis. Audit certain business processes to ensure data accuracy for portfolio reporting purposes. Qualifications
Bachelor’s degree, with a preferred concentration in finance, accounting, business, or economics. 3+ years related experience including private credit, commercial corporate lending, corporate credit ratings, valuations, or accounting. Portfolio management experience preferred. Knowledge and proven experience with financial statement analysis and ability to independently monitor and identify variances in financial performance. Motivated self‑starter with a responsive, friendly, and professional demeanor and strong written and verbal communication skills. Demonstrated ability to be decisive, highly organized and prioritize tasks in a deadline‑driven environment while maintaining attention to detail and accuracy. Ability to work productively in a cross‑functional team environment with internal and external stakeholders while taking responsibility for quality and accuracy. Proven record of reliability and dedication to high quality work product. High proficiency with Excel, Microsoft Word, PowerPoint and financial spreading software. The Fine Print
Must have unrestricted authorization to work in the United States Must be willing to comply with pre‑employment screening, including drug testing, reference verification, and background check Must be willing to work from the Chicago or Atlanta office A reasonable estimate of the current base salary range at the time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is comprised of several components, including but not limited to applicant's skill, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and the location of the position. This role is eligible for a discretionary annual bonus (based on company, business unit and individual performance). Our benefit offerings include medical, dental and vision coverage, employer paid short & long‑term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. Salary Range $90,000 - $110,000 To learn more, visit www.antares.com. 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.
#J-18808-Ljbffr
Analyst, Private Credit - Portfolio & Account Management at
Antares Capital LP . The Portfolio & Analytics (P&A) team oversees and manages one of the largest middle‑market portfolios in the private credit space. Based in Chicago and Atlanta, the team generates portfolio insights, monitors portfolio performance and market trends, and manages portfolio activity including amendments, add‑on acquisitions, incremental financings, dividend recapitalizations and refinancings. The primary role of the Analyst is to oversee and manage a portfolio of cash flow loans and monitor industries for key trends and market insights. Analysts monitor the performance of assigned loan accounts, complete internal reporting requirements, validate the accuracy of portfolio data, and generate industry dashboards and white papers. Additionally, Analysts assist senior deal team members in underwriting, structuring, documentation and closing of ongoing portfolio related requests. Responsibilities
Monitor the performance of assigned portfolio of cash‑flow loans, including reviewing and spreading financial statements and monitoring ongoing compliance with loan agreements and internal policies. Build and maintain borrower relationships and communicate directly with management teams and 3rd party lenders and investors, including establishing and maintaining lender portals. Prepare clear and concise written updates on portfolio performance and present assigned loan accounts at internal portfolio reviews. Proactively highlight concerns or issues with a comprehensive assessment and recommendation. 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 underwriting results and recommendations to an investment committee, and lead the closing and funding process. Compile portfolio and industry metrics for 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 ongoing basis. Audit certain business processes to ensure data accuracy for portfolio reporting purposes. Qualifications
Bachelor’s degree, with a preferred concentration in finance, accounting, business, or economics. 3+ years related experience including private credit, commercial corporate lending, corporate credit ratings, valuations, or accounting. Portfolio management experience preferred. Knowledge and proven experience with financial statement analysis and ability to independently monitor and identify variances in financial performance. Motivated self‑starter with a responsive, friendly, and professional demeanor and strong written and verbal communication skills. Demonstrated ability to be decisive, highly organized and prioritize tasks in a deadline‑driven environment while maintaining attention to detail and accuracy. Ability to work productively in a cross‑functional team environment with internal and external stakeholders while taking responsibility for quality and accuracy. Proven record of reliability and dedication to high quality work product. High proficiency with Excel, Microsoft Word, PowerPoint and financial spreading software. The Fine Print
Must have unrestricted authorization to work in the United States Must be willing to comply with pre‑employment screening, including drug testing, reference verification, and background check Must be willing to work from the Chicago or Atlanta office A reasonable estimate of the current base salary range at the time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is comprised of several components, including but not limited to applicant's skill, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and the location of the position. This role is eligible for a discretionary annual bonus (based on company, business unit and individual performance). Our benefit offerings include medical, dental and vision coverage, employer paid short & long‑term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. Salary Range $90,000 - $110,000 To learn more, visit www.antares.com. 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.
#J-18808-Ljbffr