Investment Analyst, Private Capital & Credit Underwriting

Huntington National Bank; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Huntington National Bank is seeking an Analyst to support Huntington Private Capital’s investment activities, including underwriting commitments to private equity and private credit funds, evaluating co‑investment opportunities, and monitoring an SBIC portfolio.

This role requires strong quantitative, analytical, and communication skills to synthesize financial and market data into actionable investment recommendations.

Qualifications

• Bachelor's Degree required (Finance, Accounting, Economics, Business, or related field).
• 1 or more years of experience in commercial banking, credit underwriting, investment banking, private equity, private credit, SBIC investing, asset management, or a related financial services environment.
• Strong analytical and financial modeling skills.
• High attention to detail and strong organizational capabilities.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Ability to manage multiple projects and deadlines in a fast‑paced investment environment.

Responsibilities

• Investment Underwriting & Due Diligence: Analyze prospective private equity and private credit fund investments, including strategy, track record, portfolio composition, team assessment, and risk factors.
• Investment Underwriting & Due Diligence: Perform financial modeling and cash flow analysis to support investment recommendations and ongoing portfolio monitoring.
• Investment Underwriting & Due Diligence: Review fund governing documents, partnership agreements, subscription documents, and investment memorandum materials.
• Investment Underwriting & Due Diligence: Conduct due diligence on fund managers, portfolio companies, industries, and market trends.
• Portfolio Management & Monitoring: Support ongoing monitoring of Huntington's SBIC investment portfolio, including fund performance, capital calls, distributions, valuation updates, and portfolio company developments.
• Portfolio Management & Monitoring: Prepare portfolio review materials, performance dashboards, investment summaries, and management reports.
• Portfolio Management & Monitoring: Track compliance with investment guidelines, regulatory requirements, and internal policies.
• Portfolio Management & Monitoring: Maintain portfolio data and assist with reporting to executive management, regulatory agencies, and other stakeholders.
• Research & Analysis: Conduct industry, market, and economic research to identify trends impacting portfolio performance and future investment opportunities.
• Research & Analysis: Analyze sponsor activity, fundraising trends, valuation environments, and private credit market dynamics.
• Research & Analysis: Distill complex financial and market information into concise written analyses and presentation materials.
• Team Collaboration: Partner with investment professionals, finance, legal, risk management, and credit teams to support investment execution and portfolio oversight.
• Team Collaboration: Assist with preparation of investment committee materials, approval memorandums, and management presentations.
• Team Collaboration: Support special projects related to portfolio analytics, regulatory reporting, and strategic initiatives.
• Other Responsibilities: Perform additional duties and special projects as assigned.

Skills

Analytical skills

Financial modeling

Communication skills

Excel proficiency

Education

Bachelor's Degree (Finance, Accounting, Economics, Business, or related field)

Tools

Microsoft Office (Excel, PowerPoint)

Job description

Huntington National Bank is seeking an Analyst to support Huntington Private Capital’s investment activities, including underwriting commitments to private equity and private credit funds, evaluating co‑investment opportunities, and monitoring an SBIC portfolio.

This role requires strong quantitative, analytical, and communication skills to synthesize financial and market data into actionable investment recommendations.