Analyst, Underwriter (Direct Lending)

AFP Cuprum is a part of Principal Financial Group, focusing on direct lending solutions for middle-market companies. As an Analyst, you will conduct due diligence, support credit memos preparation, and monitor portfolio performance while collaborating with various stakeholders.

Responsibilities

• Conduct due diligence including company and industry research, financial analysis, and cash flow modeling to assess creditworthiness
• Support preparation of credit memos and present recommendations to the investment committee
• Partner with stakeholders including sponsors, management teams, bankers, and internal teams
• Monitor portfolio performance and compliance with credit agreements and internal policies
• Ensure portfolio data is accurate, timely, and complete for reporting purposes
• Collaborate with team members to support deal execution and ongoing business initiatives

Skills

• Bachelor's degree in finance, accounting, economics, or a related field (minimum of 3.50 GPA)
• Ability to analyze financial statements, evaluate data, and formulate conclusions; familiarity with leveraged buyout modeling
• Proficient in Excel, Microsoft Word and PowerPoint
• Previous experience with Bloomberg preferred
• Knowledge of private credit/direct lending and fixed income strategies, including general knowledge of bond mechanics and pricing calculations is preferred
• Familiarity with database structures, big data techniques (i.e. Cassandra, Spark and Hadoop), and programming languages (i.e. Python, MATLAB, R) a plus
• Previous internship in finance preferred

Benefits

• Non-sales positions have the opportunity to participate in a bonus program.
• Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
• Coaching and mentorship from senior team members committed to your long-term development
• Ongoing training and opportunities to build new skills and take on increased responsibility
• Access to tools and resources that enable you to work efficiently and effectively
• Opportunities to expand your network through volunteering, targeted events, and strategic introductions
• Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.
• Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
• We’re open to considering in-office or hybrid talent.
• Locations for hybrid talent Chicago, Des Moines, or New York City.
• You’ll work with your leader to figure out which option may align best based on several factors.

Company Overview