Analyst, Private Credit - Portfolio & Account Management

Job Description

The Portfolio & Analytics (P&A) team is a critical part of Antares, focused on overseeing and managing one of the largest middle-market portfolios in the private credit space. Based in Chicago and Atlanta, the high-performing team utilizes an industry coverage model to generate portfolio insights, monitor portfolio performance and market trends, and manage portfolio-related activity including amendments, add-on acquisitions, incremental financings, dividend recapitalizations and refinancings.

• Monitor the performance of the 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 respective management teams, third-party lenders and investors, including establishing and maintaining lender portals.
• Prepare clear and concise written business updates on portfolio performance and present assigned loan accounts at internal portfolio reviews.
• Proactively highlight any 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 such as amendments, add-on acquisitions, incremental financings, dividend recapitalizations and refinancings.
• Assist in the preparation of approval memos, present the 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 to identify 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.

• Bachelor’s degree, preferably concentrated in finance, accounting, business, or economics.
• 3+ years of related experience, including but not limited to 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 to prioritize tasks while adapting to changing circumstances and adjusting priorities as needed in a deadline-driven environment with careful attention to detail and accuracy.
• Ability to work productively in a cross-functional team environment with both internal and external stakeholders while taking individual 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.

• Must have unrestricted authorization to work in the United States.
• Must be willing to comply with pre-employment screening, including but not limited to drug testing, reference verification, and background check.
• Must be willing to work from the Chicago or Atlanta office.

• Medical, dental and vision coverage.
• Employer-paid short- and long-term disability and life insurance.
• 401(k) plan with company match.
• Profit sharing.
• Paid time off.
• Maven family & fertility benefits.
• Parental leave, including adoption, surrogacy and foster placement.
• Other voluntary benefits.

Base salary range $90,000 - $110,000. The role is eligible for a discretionary annual bonus based on company, business unit and individual performance. Additional compensation and benefits are included as described above.

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.

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