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.
The primary role of a P&A Analyst is to oversee and manage a portfolio of cash flow loans and monitor certain industries for key trends and market insights. P&A Analysts are responsible for monitoring the performance of assigned loan accounts, completing internal reporting requirements, and validating the accuracy of portfolio related data, as well as generating industry specific dashboards and white papers. Additionally, P&A Analysts assist senior deal team members in the underwriting, structuring, documentation and closing of on‐going portfolio related requests.
Responsibilities
- Monitor the performance of assigned portfolio of cash‐flow loans, including reviewing and spreading financial statements and monitoring on‐going compliance with loan agreements and internal policies.
- Build and maintain borrower relationships and communicate directly with respective management teams and 3rd 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.
- As a member of the account management team, 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 including 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 industry dashboards, reviews, reporting, and analytics projects, coordinating with various stakeholders.
- Anticipate key business, marketplace and competitor dynamics in finding opportunities for the portfolio.
- Ensure proper records and associated documents are maintained on an on‐going basis. Audit certain business processes to ensure data accuracy for portfolio reporting purposes.
Qualifications
- Bachelor’s degree, with a preferred concentration in finance, accounting, business, or economics.
- 3+ years 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 prioritize tasks including the ability to adapt to changing circumstances and adjust priorities as needed in a deadline‐driven environment while maintaining 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.
The Fine Print
- 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
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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To learn more, visit www.antares.com. 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.
Skills Required
- Bachelor's degree in finance, accounting, business, or economics
- 3+ years related experience in private credit or corporate lending
- Knowledge of financial statement analysis
- High proficiency with Excel and financial software
What We Do
With more than $50 billion of capital under management and administration as of December 31, 2021, Antares is a private debt credit manager and a leading provider of financing and investment solutions for middle-market private equity-backed borrowers and investors. Since its founding in 1996, Antares has built one of the industry’s largest and longest-tenured portfolios of middle market companies, and has been recognized by industry organizations as a leading provider of middle market private debt. Through its Asset Management & Funding team, Antares offers investors the opportunity to invest in collateralized loan obligations, funds and separately managed accounts. Antares is committed to championing middle market growth throughout market cycles. Doing so allows its people, partners and communities to achieve their full potential. The company maintains offices in Atlanta, Chicago, Los Angeles, New York and Toronto.
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