Private Credit Senior Analyst
Future Planning Associates, Inc., Portland, ME, United States
Private Credit Senior Analyst
Position Details
Position Description : FPA is seeking a Private Credit Senior Analyst to join our Multi-Advisor Strategy team. The Private Credit Analyst will be responsible for sourcing, analyzing and monitoring exceptional private credit managers, as well as direct private credit investments. This position offers significant room for growth. Key Responsibilities/Functions Source Investments Primarily external private credit investment managers and direct loans. Create and maintain a professional relationship with sourcing networks and investment managers Maintain pipeline of potential investments Attend industry conferences and meet with investment managers in different cities Research Write initial and follow-on memos supporting investment recommendations Present investment ideas to the CIO Monitor existing investment managers and track their portfolios Maintain internal databases and portfolio management systems Attend internal research meetings Fund Operations Analyze portfolio metrics, including estimating fund performance and cashflows Assist in managing a fund finance credit facility Respond to investor inquiries and support business development efforts Requirements Strong knowledge of private credit (prior underwriting experience an advantage) Clear and concise verbal and written communication skills Robust organizational skills with attention to detail Highly numerate Analytical and investment modeling skills including fluent use of Excel Self-starter with the ability to work independently and collegially as part of a team Passion for investment research Value-centric investment philosophy Ideal candidate will have 5+ years of relevant work experience BA/BS degree required (STEM, business, finance and accounting related majors preferred) CFA or CAIA designation preferred This position will work on a hybrid model based in Los Angeles (preferred), however, full remote work in another geographic location may be considered on a case-by-case basis. Compensation: $140,000 – $160,000 base salary + bonus including comprehensive benefits package. Base salary will be determined by applicant’s skills, experience, geographic location, and pay equity considerations. Company Overview FPA is a Los Angeles area-based institutional money management firm practicing a disciplined approach to value investing, prudently seeking superior long-term returns while maintaining a focus on capital preservation. Candidates must submit their resume and cover letter to
careers@fpa.com
. Submissions must include “Private Credit Senior Analyst” in the subject line for consideration. FPA is an Equal Opportunity Employer. Contact How Can FPA Help You? Connect with us to subscribe for content and gain access to helpful resources, account support, and general assistance. Connect with FPA Legal Disclosures Investments, including investments in mutual funds, carry risks and investors may lose principal value.
The information included in this website is based on the assumptions and analysis made and believed to be reasonable by FPA. However, no assurance can be given that FPA’s opinions or expectations will be correct. The information included herein is intended for informational purposes only and should be not considered a recommendation or solicitation to purchase securities.
Past performance is no guarantee of future results. The FPA open-end mutual funds and ETFs are distributed by Distribution Services, LLC. 190 Middle Street, Suite 301, Portland, ME 04101. Distribution Services, LLC and FPA are not affiliated. Check the background of this firm on FINRA’s Broker Check. You are now leaving the FPA website
FPA does not endorse this web site, its sponsor or any of the policies, activities, products or services offered on the site. Any views expressed on the site you are about to visit, or any articles or interviews therein are those of the participants, not FPA, and are not intended as a forecast or as investment recommendations. FPA is not responsible for the content, security, or privacy policies of third-party websites.
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Position Details
Position Description : FPA is seeking a Private Credit Senior Analyst to join our Multi-Advisor Strategy team. The Private Credit Analyst will be responsible for sourcing, analyzing and monitoring exceptional private credit managers, as well as direct private credit investments. This position offers significant room for growth. Key Responsibilities/Functions Source Investments Primarily external private credit investment managers and direct loans. Create and maintain a professional relationship with sourcing networks and investment managers Maintain pipeline of potential investments Attend industry conferences and meet with investment managers in different cities Research Write initial and follow-on memos supporting investment recommendations Present investment ideas to the CIO Monitor existing investment managers and track their portfolios Maintain internal databases and portfolio management systems Attend internal research meetings Fund Operations Analyze portfolio metrics, including estimating fund performance and cashflows Assist in managing a fund finance credit facility Respond to investor inquiries and support business development efforts Requirements Strong knowledge of private credit (prior underwriting experience an advantage) Clear and concise verbal and written communication skills Robust organizational skills with attention to detail Highly numerate Analytical and investment modeling skills including fluent use of Excel Self-starter with the ability to work independently and collegially as part of a team Passion for investment research Value-centric investment philosophy Ideal candidate will have 5+ years of relevant work experience BA/BS degree required (STEM, business, finance and accounting related majors preferred) CFA or CAIA designation preferred This position will work on a hybrid model based in Los Angeles (preferred), however, full remote work in another geographic location may be considered on a case-by-case basis. Compensation: $140,000 – $160,000 base salary + bonus including comprehensive benefits package. Base salary will be determined by applicant’s skills, experience, geographic location, and pay equity considerations. Company Overview FPA is a Los Angeles area-based institutional money management firm practicing a disciplined approach to value investing, prudently seeking superior long-term returns while maintaining a focus on capital preservation. Candidates must submit their resume and cover letter to
careers@fpa.com
. Submissions must include “Private Credit Senior Analyst” in the subject line for consideration. FPA is an Equal Opportunity Employer. Contact How Can FPA Help You? Connect with us to subscribe for content and gain access to helpful resources, account support, and general assistance. Connect with FPA Legal Disclosures Investments, including investments in mutual funds, carry risks and investors may lose principal value.
The information included in this website is based on the assumptions and analysis made and believed to be reasonable by FPA. However, no assurance can be given that FPA’s opinions or expectations will be correct. The information included herein is intended for informational purposes only and should be not considered a recommendation or solicitation to purchase securities.
Past performance is no guarantee of future results. The FPA open-end mutual funds and ETFs are distributed by Distribution Services, LLC. 190 Middle Street, Suite 301, Portland, ME 04101. Distribution Services, LLC and FPA are not affiliated. Check the background of this firm on FINRA’s Broker Check. You are now leaving the FPA website
FPA does not endorse this web site, its sponsor or any of the policies, activities, products or services offered on the site. Any views expressed on the site you are about to visit, or any articles or interviews therein are those of the participants, not FPA, and are not intended as a forecast or as investment recommendations. FPA is not responsible for the content, security, or privacy policies of third-party websites.
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