Analyst, Business Development (Direct Lending)

Vice President DL - Direct Lending

• Developing strong relationships with Originators and providing them with best-in-class reporting and presentations to engage private equity (“PE”) sponsors
• Utilizing CRM data to build insightful reporting on covered sponsors; managing and monitoring the CRM system to ensure data accuracy in collaboration with the DL Data Team
• Conducting market intelligence to find relevant insights for the Originators and tracking competitor data such as people moves, fundraising, spin-offs and new businesses
• Creating, updating and distributing proprietary reports on a weekly, monthly and quarterly basis aimed at Business Development; responding to all ad-hoc business requests
• Coordinating relationship marketing activities by managing recurring content updates to improve sponsor relationships and supporting meeting and conference needs in partnership with the Marketing Team

• Bachelor’s degree required
• 2+ years of experience in a similar role; financial services industry or B2B background preferred
• Excellent written and verbal communication skills; the ability to express ideas clearly and concisely and communicate effectively
• Advanced in MS Office (Word, Excel, PowerPoint)
• Ability to analyze data and create a narrative using data
• Meticulous attention to detail, accuracy and drive to deliver high-quality work
• Proactive mentality and ability to anticipate needs of the business
• High energy and self-motivation
• Proven ability to work well as part of a team
• Strong project management capabilities
• Abide by our work-in-office policies then in effect

• Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.
• Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.
• Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.
• Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.

• Deal Execution: Evaluates, structures and executes investment opportunities and transactions.
• Relationship Management: Establishes, develops and manages internal and external relationships.
• Portfolio Management: Actively monitors portfolio companies to identify risks and opportunities that may impact overall performance.
• Risk Management: Demonstrates credit acumen by leveraging tools and analyses and interpreting due diligence findings to guide decisions while balancing risks and rewards.
• Financial Analysis: Uses financial analyses to generate insights and support fact-based decision making.
• Competitive Positioning: Demonstrates knowledge of the Firm's capabilities, the Firm’s position in the industry, competitors’ capabilities and end markets. Recognizes implications of knowledge on Firm’s positioning.
• Legal Documentation: Demonstrates knowledge of legal documentation, processes and procedures.

For New York Only: It is expected that the base salary range for this position will be $85,000 to $105,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at-will position’ and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors.