Sr Research Analyst

Jefferies Financial Group; Honolulu (HI); On-site; USD 175,000 - 225,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Disability

Wellness program

Paid time off

Holidays

Parental leave

Job summary

Apex Credit Partners LLC in New York is looking for a Vice President‑level analyst to join our team and lead underwriting of leveraged loan transactions. You will monitor exposures across key industries and support senior analysts on complex credit analyses.

You will analyze primary and secondary market opportunities, perform due diligence, and prepare underwriting memos for credit committee approval, while delivering timely quarterly performance insights and supporting training of junior staff.

Qualifications

• Significant experience in bank loan underwriting and credit analysis.
• Strong modeling and communication skills, both written and oral.
• Experience analyzing CIMs, credit agreements, and term sheets.

Responsibilities

• Underwrite primary transactions and monitor exposures across industries.
• Analyze primary and secondary market opportunities.
• Prepare underwriting memos for credit committee approval.
• Provide quarterly analysis of financial and operating performance.
• Develop amendment, waiver, and consent requests; make buy/hold/sell recommendations.

Skills

Loan underwriting

Credit analysis

Financial modeling

Written & verbal comms

Team player

Education

MBA

CFA

Job description

Full job description

Company Overview

Apex Credit Partners LLC ("Apex") is an asset management platform focused on managing leveraged loans and CLOs with approximately $4.3 billion in assets under management. Apex is wholly‑owned by Jefferies Finance LLC, a joint venture of Jefferies Group LLC and Massachusetts Mutual Life Insurance Company formed in 2004.

Position

Apex is actively looking for experienced Vice President level positions for our New York mid‑town office with the following attributes:

• Analyst buy‑side role with 5 – 7 years of overall experience
• Underwriting of leveraged loan transactions as well as monitoring existing exposures within assigned industry sectors

Primary Responsibilities

As an analyst on the Apex team, you will be assigned certain industries and assume responsibilities related to underwriting new primary transactions and covering existing loan investments. These responsibilities will include the following:

• Analyze primary issuance and secondary market opportunities
• Conduct investment due diligence and assess key credit considerations
• Preparation of underwriting approval/decline memos for formal credit committee approval
• Continuous oversight/coverage of all investments
• Provide quarterly analysis of financial and operating performance
• Prepare amendment, waiver, and consent requests
• Buy/hold/sell recommendations based on credit and relative value

Required Background

• Significant experience in bank loan underwriting and research with in‑depth quantitative credit, financial analytical, and critical thinking skills expertise
• Demonstrated modeling, written and verbal communication skills with attention to detail
• Significant experience analyzing CIMs, models, credit agreements, and term sheets
• Team player who is a resourceful self‑starter, willing to assist with the training of junior analysts, and to work on special projects
• Strong experience with the following industries: consumer, retail, auto, logistics, industrials, aerospace and defense, healthcare
• CFA, MBA, and/or formal credit training is a plus

Primary Location Full Time Salary Range of $175,000-$225,000. The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave.