Funds Ratings Analyst – Hybrid Role, Credit Research

Kroll Bond Rating Agency, Inc.; New York (NY); Hybrid; USD 105,000 - 140,000; Full time

Benefits offered by this job

Competitive benefits and paid time off

Paid family and disability leave

401(k) plan with employer match

Educational and professional develop.支

Employee referral bonus

Job summary

Kroll Bond Rating Agency, LLC is seeking an Associate/Associate Director to join our Funds Ratings team in the New York office. The Funds team assigns and monitors credit ratings on funds, closed-end funds, and other fund vehicles, with exposure to asset growth and income strategies across fixed income, private equity, private credit, real estate, and middle market lending.

A strong candidate will have extensive experience in fund investment and credit strategies, and will contribute to credit

Qualifications

• Bachelor’s degree in Finance, Business, or Math related fields required.
• 4–8 years of work experience as a credit analyst with fund lending, investing, or structured finance is a plus.
• Strong Excel cash flow modelling ability is a significant plus.
• Excellent oral and written communication skills required.
• Familiarity with Generative AI tools such as ChatGPT for research, data insights, and productivity is a plus.

Responsibilities

• Assist with credit research on funds, closed-end funds, and other investment vehicles.
• Develop rating and analytical tools such as cash flow and asset coverage models for fund debt structures.
• Prepare and present internal credit memos and publications.
• Attend diligence meetings with fund management teams to assess investment acumen and risk management.
• Develop and maintain complex spreadsheets and databases.
• Collaborate with KBRA experts across sectors to enhance ratings and research.

Skills

Credit analysis

Analytical thinking

Communication skills

Education

Bachelor’s degree in Finance, Business, or Math related fields

Tools

SQL

VBA

Advanced Excel

Job description

New York, New York

Entity: Kroll Bond Rating Agency, LLC

Employment Type: Full-time

Location: New York, NY

Summary/Overview:

Kroll Bond Rating Agency, LLC.is seeking anAssociate/Associate Director to join our growing Funds Ratings team in the New Yorkoffice.The Funds team assigns and monitors credit ratings on various debt instruments issued by funds, closed-end funds, and other fund vehicles. KBRA’s growing ratings portfolio encompasses funds which leverage a variety of asset growth and income generation strategies including fixed income securities, private equity, private credit, real estate, and middle market lending. A strong candidate will have extensive experience and interest in fund investment and credit strategies.

About the Job:

• Assist with credit research on a variety of funds, closed-end funds, and other investment vehicles.
• Assist with the development of rating and analytical tools such as cash flow and asset coverage models used to evaluate fund debt structures.
• Assist in the quantitative and qualitative preparation and presentation of internal credit memos and publications.
• Participate in diligence meetings with fund management teams to assess their investment acumen, risk management skills, and overall ability to develop and successfully execute strategies.
• Develop and maintain complex spreadsheets and databases.
• Ability to leverage and seamlessly collaborate with KBRA experts in other sectors such as project finance, corporate finance, financial institutions, and structured finance.
• Assist in research for internal and publication purposes.
• Associate Directors will have the ability to independently lead credit ratings process and research efforts on a variety of debt transactions involving investment funds, and other related vehicles and to Lead/assist in the development of rating and analytical tools such as cash flow models used to evaluate fund debt structures.

You will be successful in this role if you have:

• Bachelor’s degree in Finance, Business, or Math related fields or any subject that results in strong analytical skills.
• Four (4) to Eight (8) years of work experience as a credit analyst with experience in fund lending, investing, or structured finance is a significant plus.
• Ability to work as an integral part of a highly collaborative team and across disciplines in a challenging and dynamic environment.
• Ability to manage time and resources in a fast-growing company.
• Effective oral and written communications skills.
• Proficiency in Advanced Excel, ability to cash flow model is a significant plus.
• Extremely high attention to detail.
• Proficiency in SQL and VBA for querying databases a strong advantage.
• Successful progression towards CFA a plus.
• Familiarity with Generative AI tools such as ChatGPT for research, data insights, and general productivity is a plus.

Salary Range:

The anticipated annual base salary range for this full-time position is $105,000 to $140,000. Offer amounts are determined by factors such as experience, skills, geography, and other job-related factors.

• A hybrid work schedule (Tuesday, Wednesday and Thursdays in the office)
• Competitive benefits and paid time off
• Paid family and disability leave
• 401(k) plan, including employer match (100% vested)
• Educational and professional development financial assistance
• Employee referral bonus program

About Us

Kroll Bond Rating Agency, LLC (KBRA) is a full-service credit rating agency registered with the U.S. Securities and Exchange Commission as an NRSRO. Kroll Bond Rating Agency Europe Limited is registered as a CRA with the European Securities and Markets Authority. Kroll Bond Rating Agency UK Limited is registered as a CRA with the UK Financial Conduct Authority pursuant to the Temporary Registration Regime. In addition, KBRA is designated as a designated rating organization by the Ontario Securities Commission for issuers of asset-backed securities to file a short form prospectus or shelf prospectus. KBRA is also recognized by the National Association of Insurance Commissioners as a Credit Rating Provider.

More Info:

KBRA encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, citizenship, disability, and veteran status or any other basis prohibited by federal, state or local law.

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