Valuation Analyst

Russell Tobin; New York (NY); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

Health coverage

Dental & vision

401(k) plan

Life insurance

Disability insurance

Employee discounts

Legal support

Job summary

Russell Tobin is seeking an Analyst for the Fixed Income Direct Lender Financing Asset Approval Team in New York. The role involves underwriting private credit loans backed by asset-based lending facilities and coordinating with Structuring, Legal, Risk, and clients through the transaction lifecycle.

You will monitor portfolio performance, conduct credit research, and support ongoing credit decisions, with opportunities to contribute to AI-driven workflow improvements and expand research

Qualifications

• Ability to analyze corporate financial statements and assess credit risk.
• Strong analytical, organizational, and communication skills are required.
• Experience in valuation advisory, leveraged finance, corporate credit analysis, or private credit is preferred.

Responsibilities

• Underwrite private credit loans pledged as collateral in asset-based lending facilities.
• Review financial statements, credit documentation, and borrower reporting to assess collateral quality.
• Monitor portfolio performance and identify credit events affecting valuations and borrowing base eligibility.
• Serve as a point of contact for clients regarding asset approvals and reporting.
• Conduct single-name credit research and contribute to sector and manager-level analysis.

Skills

Analytical skills

Organizational skills

Communication skills

Education

Bachelor's in Finance/Accounting/Economics

CFA progress a plus

Job description

Our client, a leading global investment bank, is seeking an Analyst to join its Fixed Income Division's Direct Lender Financing (DLF) Asset Approval Team in New York.

This front-office, client-facing role offers the opportunity to underwrite private credit assets supporting asset-based lending facilities provided to leading alternative asset managers. The team works closely with Structuring, Legal, Risk, and institutional clients throughout the transaction lifecycle while monitoring portfolios and supporting ongoing credit decisions.

Responsibilities

• Underwrite private credit loans pledged as collateral in asset-based lending facilities, evaluating borrower fundamentals and eligibility for new asset approvals.
• Review corporate financial statements, credit documentation, and borrower reporting to assess collateral quality.
• Monitor portfolio performance and identify credit events impacting valuations and borrowing base eligibility.
• Serve as a point of contact for clients regarding asset approvals, valuation updates, borrowing base reviews, and ongoing reporting.
• Conduct single-name credit research and contribute to sector and manager-level analysis within the private credit market.
• Partner closely with Structuring, Legal, and Risk teams on new transactions and portfolio management.
• Support initiatives focused on AI-driven workflow automation and expanding research capabilities across the platform.

Qualifications

• 1–3 years of experience in valuation advisory, leveraged finance, corporate credit analysis, transaction advisory, investment banking, private credit, corporate finance, or a similar analytical role.
• Strong ability to analyze corporate financial statements and assess credit risk.
• Interest in private credit markets, asset-based lending, and institutional finance.
• Excellent analytical, organizational, and communication skills.
• Ability to manage multiple priorities in a fast-paced, client-facing environment.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Progress toward the CFA designation is a plus.

Ideal Background

Candidates commonly come from:

• Leveraged Finance
• Credit Analysis
• Transaction Advisory / Deal Advisory
• Investment Banking
• Private Credit
• Corporate Finance

• comprehensive healthcare coverage (medical, dental, and vision plans)
• supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity)
• 401(k) retirement savings
• life & disability insurance
• an employee assistance program
• legal support
• auto insurance
• home insurance
• pet insurance
• employee discounts with preferred vendors

Russell Tobin is an equal opportunity employer. We do not discriminate based on the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates:

Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.