Senior Analyst, Private Credit Ratings

Morningstar, Inc.; Chicago (IL); Hybrid; USD 80,000 - 108,000; Full time

Job summary

A leading financial services firm is seeking a Senior Analyst to join their Private Credit team. The role involves assessing creditworthiness of leveraged companies, performing financial analysis, and presenting findings. The ideal candidate will have strong analytical and communication skills, with a focus on credit analysis and capital markets. The position offers a hybrid work environment and comprehensive benefits.

Benefits

401k match

Stock Ownership Potential

Comprehensive health benefits

Trust-Based Time Off

Paid Sabbatical Program

Tuition Reimbursement

Qualifications

• Two to four years of relevant experience in credit analysis or corporate lending.
• Strong knowledge of credit analysis and capital markets.

Responsibilities

• Support ratings surveillance of a portfolio of small to medium-sized companies.
• Perform fundamental financial analysis and prepare rating committee packages.
• Produce timely, high-quality credit analysis and research.

Skills

Analytical Skills

Interpersonal Skills

Communication Skills

Education

Bachelor's degree in business, finance, economics

Job description

Morningstar DBRS' Private Credit team is seeking a highly motivated individual with two to four years of relevant experience and strong analytical and interpersonal skills to join its team as a Senior Analyst. Working closely with the Sector Lead, the successful candidate will be responsible for assessing the creditworthiness of small to medium-sized, highly leveraged companies involved in various corporate sectors. The successful candidate will also interact with various participants in the private capital markets and research broader topics.

Responsibilities:

• Support ratings surveillance of a portfolio of small to medium-sized companies with high leverage

• Perform fundamental financial analysis and prepare rating committee packages

• Present recommendations at rating committee discussions

• Build and maintain relationships with market participants, such as lenders, investors and bankers

• Organize and track a large portfolio of credits and help refine work processes

• Build and update related databases as required

• Produce timely, high-quality and insightful credit analysis and research

Qualifications:

• Two to four years of relevant experience, with preference to experience in credit analysis or corporate lending

• Bachelor's degree in business, finance, economics or another relevant discipline. Completion or partial completion of the CFA program is preferred

• Strong knowledge of credit analysis and capital markets

• Strong analytical skills with a thorough knowledge of financial statements

• Excellent communication skills, both oral and written
• Self-starter and team player with demonstrated ability to work in a fast-paced environment

About Us

Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.

Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.

Morningstar DBRS is the next generation of credit ratings.

Compensation and Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

• Financial Health
  • 75% 401k match up to 7%
  • Stock Ownership Potential
  • Company provided life insurance - 1x salary + commission

• Physical Health
  • Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plansand coverages
  • Additional medical Wellness Incentives - up to $300-$600 annual
  • Company-provided long- and short-term disabilityinsurance

• Emotional Health
  • Trust-Based Time Off
  • 6-week Paid Sabbatical Program
  • 6-Week Paid Family Caregiving Leave
  • Competitive 8-24 Week Paid Parental Bonding Leave
  • Adoption Assistance
  • Leadership Coaching & Formal MentorshipOpportunities
  • Annual Education Stipend
  • Tuition Reimbursement

• Social Health
  • Charitable Matching Gifts program
  • Dollars for Doers volunteer program
  • Paid volunteering days
  • 15+ Employee Resource & Affinity Groups

Base Salary Compensation Range

$80,000.00 - 108,000.00 USD Annual

Total Cash Compensation Range

$92,000.00 - 124,000.00 USD Annual

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.

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