What are the responsibilities and job description for the Private Credit Underwriting Associate position at Atlantic Group?
Responsibilities:
- Analyze Confidential Information Memorandums to evaluate new investment prospects across diverse industries and transactions such as leveraged buy-outs, mergers & acquisitions, dividend recapitalizations, and refinances.
- Perform comprehensive due diligence on new deal opportunities, including attending and reviewing company management presentations, examining virtual data rooms to analyze and interpret extensive data sets to identify underlying trends and key performance indicators, and conducting market and industry research through expert calls and third-party reports.
- Compile diligence and financial data request lists to assess new deals.
- Prepare initial credit preview memorandums and final credit approval memorandums, detailing company overviews, capital structures, credit strengths and risks, due diligence findings, and underwriting and downside financial modeling cases for presentation to the Investment Committee.
- Assist in coordinating deal closings, including negotiating credit agreements with external counsel.
- Monitor the ongoing performance of portfolio accounts by reviewing monthly and quarterly financial statements, attending lender update meetings, providing periodic updates to the Investment Committee, and managing incremental debt raises within the portfolio.
Required Qualifications:
- Bachelor's Degree, preferably in Finance, Accounting, Economics, or a related field.
- 1 to 3 years of experience, ideally in a leveraged finance, investment banking, or commercial banking setting.
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