Private Credit Senior Analyst
Private Credit Senior Analyst Position Details Position Description :
FPA is seeking a Private Credit Senior Analyst to join our Multi-Advisor Strategy team. The Private Credit Analyst will be responsible for sourcing, analyzing and monitoring exceptional private credit managers, as well as direct private credit investments. This position offers significant room for growth.
Key Responsibilities/Functions
Source Investments
Primarily external private credit investment managers and direct loans.
Create and maintain a professional relationship with sourcing networks and investment managers
Maintain pipeline of potential investments
Attend industry conferences and meet with investment managers in different cities
Research
Write initial and follow-on memos supporting investment recommendations
Present investment ideas to the CIO
Monitor existing investment managers and track their portfolios
Maintain internal databases and portfolio management systems
Attend internal research meetings
Fund Operations
Analyze portfolio metrics, including estimating fund performance and cashflows
Assist in managing a fund finance credit facility
Respond to investor inquiries and support business development efforts
Requirements
Strong knowledge of private credit (prior underwriting experience an advantage)
Clear and concise verbal and written communication skills
Robust organizational skills with attention to detail
Highly numerate
Analytical and investment modeling skills including fluent use of Excel
Self-starter with the ability to work independently and collegially as part of a team
Passion for investment research
Value-centric investment philosophy
Ideal candidate will have 5+ years of relevant work experience
BA/BS degree required (STEM, business, finance and accounting related majors preferred)
CFA or CAIA designation preferred
This position will work on a hybrid model based in Los Angeles (preferred), however, full remote work in another geographic location may be considered on a case-by-case basis.
Compensation: $140,000 – $160,000 base salary + bonus including comprehensive benefits package. Base salary will be determined by applicant’s skills, experience, geographic location, and pay equity considerations.
Company Overview
FPA is a Los Angeles area-based institutional money management firm practicing a disciplined approach to value investing, prudently seeking superior long-term returns while maintaining a focus on capital preservation.
Candidates must submit their resume and cover letter to careers@fpa.com . Submissions must include “Private Credit Senior Analyst” in the subject line for consideration.
FPA is an Equal Opportunity Employer.
Contact
How Can FPA Help You?
Connect with us to subscribe for content and gain access to helpful resources, account support, and general assistance. Connect with FPA
Legal Disclosures
Investments, including investments in mutual funds, carry risks and investors may lose principal value. The information included in this website is based on the assumptions and analysis made and believed to be reasonable by FPA. However, no assurance can be given that FPA’s opinions or expectations will be correct. The information included herein is intended for informational purposes only and should be not considered a recommendation or solicitation to purchase securities. Past performance is no guarantee of future results.
The FPA open-end mutual funds and ETFs are distributed by Distribution Services, LLC. 190 Middle Street, Suite 301, Portland, ME 04101. Distribution Services, LLC and FPA are not affiliated.
Check the background of this firm on FINRA’s Broker Check.
You are now leaving the FPA website FPA does not endorse this web site, its sponsor or any of the policies, activities, products or services offered on the site. Any views expressed on the site you are about to visit, or any articles or interviews therein are those of the participants, not FPA, and are not intended as a forecast or as investment recommendations. FPA is not responsible for the content, security, or privacy policies of third-party websites.
#J-18808-Ljbffr