Director of Fund Ratings and Analysis
4 days ago
KBRAs Funds team assigns and monitors credit ratings on various debt instruments issued by funds and other fund vehicles. We evaluate financing instruments that support fund operations, enhance liquidity, and optimize capital structures.
Key Responsibilities
Lead the new issuance rating process, assessing key factors such as capital structure, legal protection, and manager's experience.
Conduct due diligence meetings with issuers to evaluate their investment process and risk management skills.
Prepare rating memos and new issuance reports, providing recommendations to the rating committees.
Develop and maintain complex spreadsheets and databases to support ongoing monitoring and surveillance processes.
Collaborate with KBRA experts to develop approaches to evaluating complex multi-assets strategies.
Supervise and mentor junior team members to support their development of analytical and professional skills.
Qualifications
Bachelor's degree in Finance, Business, or Math related fields.
Eight (8) or more years of work experience in fund finance, investing, or structured finance.
Experience with investment strategies in private equity, private credit, real estate, and asset-based lending.
Understanding of subscription lines, NAV financing, and rated feeders.
Advanced proficiency in Excel to build and analyze financial models.
Ability to assess creditworthiness of funds and assets.
Strong verbal and written communication skills to prepare credit memos and reports.
Strong interpersonal skills to work collaboratively in a dynamic environment.
CFA or interest in obtaining CFA is a plus.
Ability to manage time and resources effectively.
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