Associate, Private Credit Portfolio Management - Liability Management
Carlyle
- New York City, NY
- $150,000 per year
- Permanent
- Full-time
- Proactive management of various credit facilities by tracking portfolio investments, borrowing bases, credit line triggers and compliance.
- Collaborating with other members of the Private Credit team to understand potential weaknesses in the portfolio and forecasting potential trigger events and cushion levels within each credit facility.
- Ensuring accurate and timely completion of various reporting requirements for key investors and lender partners.
- Liaising with rating agencies to obtain and maintain portfolio investment ratings.
- Working closely with Investor Relations to assist with communicating portfolio status to various internal and external stakeholders, and fundraising and investor relationship projects as the business continues to grow.
- Working with cross platform teams to facilitate closing/funding of new and existing investments.
- 2-5 years of liability management experience, preferably in the direct lending or private credit space.
- Experience and comfort with the portfolio investment rating process.
- Strong Excel and PowerPoint skills; experience managing large data sets a plus.
- Comfort with analyzing legal documents including credit agreements, LSAs and LPAs.
- Knowledge of loan securitizations is a plus.
- Ideal candidate will have diversity of thought, natural quantitative and analytical skills, strong ambition, self-motivation and excellent communication skills.