
Investment Research Professional, Private Credit Secondaries
Aksia
full-time
Posted on:
Location Type: Remote
Location: United States
Visit company websiteExplore more
About the role
- Taking a lead role in sourcing, screening, and analyzing private credit secondary transactions and select co-investments and primaries
- Providing thorough qualitative research and financial statement analysis
- Conducting financial modelling, valuation, structuring and sensitivity analyses to support the evaluation and pricing of secondary opportunities
- Managing third-party diligence, conducting secondary research, participating with reference calls
- Liaising with primary fund research team to assist with the evaluation of lead sponsors, credit portfolios and deal sourcing
- Summarizing research into investment memorandums and presenting key findings to the Investment Committee
- Managing and maintaining the firm’s internal database, including tracking investments and recording performance
- Monitoring clients’ secondary investments and portfolios
- Authoring private markets focused research
- Participating in business development activities
Requirements
- 4-10+ years of experience working with private market secondaries (GP with secondaries practice, fund of funds, institutional investor, private markets consultant, secondaries advisor, etc.)
- Strong financial modeling, analysis and underwriting skills
- Entrepreneurial mindset with ability to offer new ideas
- Ability to handle multiple responsibilities with limited oversight
- Strong written and verbal communication skills
- Attentive to detail
- Ability to think analytically and critically
- Strong excel skills
- Positive attitude
- Team player
- Strong work ethic
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingfinancial statement analysisvaluationstructuringsensitivity analysisprivate credit secondary transactionsco-investmentsinvestment memorandumsdatabase managementperformance tracking
Soft Skills
entrepreneurial mindsetanalytical thinkingcritical thinkingwritten communicationverbal communicationattention to detailability to handle multiple responsibilitiespositive attitudeteam playerstrong work ethic