Private Capital Investors, Sr. Associate

Location Designation: Hybrid - 3 days per week 

 

When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, and diversity, equity and inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

 

As a top 25 global asset management firm with more than $600 billion in assets under management, we have an important mission: to help build a better financial future for our clients, our employees, and our communities. We invite you to bring your talents to New York Life Investments, so we can continue to help people achieve their financial aspirations.

 

The Private Capital Investors team consistently ranks as one of the top investors in the traditional debt private placement. We invest in businesses by providing medium to long term debt that outlasts economic cycles. We provide capital to organizations including public and private companies, endowments, charitable institutions, and cooperatives. PCI provides a variety of financing options ranging from senior debt, master note facilities, to credit tenant leases. We also offer specialized sector expertise in infrastructure, utilities, structured finance, oil and gas, REITs, sports, not-for-profits and media sectors.

 

What You'll Do:
Senior Associates are key members of PCI’s deal team, working within smaller business units and 2-3 person deal teams to underwrite new investments and monitor the portfolio. This Senior Associate position is based in NYC home office, with the opportunity to work on domestic and cross border opportunities, and with colleagues in both New York and in London.

New Transaction Origination

•   Assist with screening new investment opportunities and presenting ideas/conclusions for peer review.
•   Perform investment analysis, financial modeling, conduct company research and contribute to the preparation of formal credit memorandums.
•   Analyze financial information to forecast business, industry, and economic conditions used in making investment decisions.
•   Assist with presenting investment recommendations to Credit Committee.   Work with Agent Banks to help secure allocations to new transactions.

Portfolio Management

•   Help maintain an on-going dialogue with Issuers, including attendance at in person meetings.
•   Analyze company financial statements, industry, regulatory and economic information in order to track financial performance, industry developments, and compliance with required terms.
•   Assist in preparing and presenting periodic portfolio reviews   Help managing amendments and waivers as required.

 

What You'll Bring:

•   Undergraduate degree (BA) required, preferable to have majored in economics, accounting or finance.   Minimum 2-3 years of private placement industry or meaningful investment experience.
•   Strong team player with the ability to manage and prioritize numerous tasks.   Exceptional attention to detail, verbal and written communication skills.
•   Strong quantitative skills.
•   Ability to understand current events that may impact business issues.

 
Nice to have:

•   Experience with Bloomberg and CapIQ platforms
•   Experience working collaboratively across business units toward shared objectives

#LI-AM1

#NYInvestments

#hybrid

 

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Pay Transparency

Salary Range:  $110,000-$130,000