Private Debt Middle Market Analyst

Company: Disability Solutions
Location: Stamford
Posted on: October 17, 2024

Job Description:

Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now Get to Know the OpportunityThe Analyst will leverage past commercial and/or investment banking or related experience to support investment team capabilities in new transactions, portfolio monitoring and restructurings. The individual will have a strong, multi-faceted skill set and the ability to thrive in an entrepreneurial setting.The Contributions You Will Make

• Support Associates, Vice-Presidents, and Managing Directors in growing invested capital, generating revenue, avoiding losses, and minimizing expenses.
• Support all aspects of business - new transactions, portfolio monitoring and restructurings.
• Manage deal screens, new deal processes and drive the process through deal closing.
• Conduct all financial modeling.
• Conduct extensive industry research - understand all of the following structural determinants of industry competition that influence cash flow drivers: (i) existing competition; (ii) barriers to entry; (iii) price-value trade-off; (iv) bargaining power with customers; and (v) bargaining power with suppliers.
• Assist daily with portfolio management and monitoring of portfolio companies and creating related reports/spreadsheets/tracking interest and principal payments and full & partial prepayments.
• Actively involved in due diligence and transaction documentation for investment opportunities.
• Distill information into relevant format and disseminate to the investment team.
• Interact collaboratively with management teams and senior level CAM professionals in CT and CA locations.
• Prepare investment memoranda, monthly investor presentations and periodic investment notifications (new loan/paydown alerts). Calculate investment IRRs & MOICs.
• Prepare nightly deal process updates.
• Manage deal closing logistics and integration and post-closing deliverables.Minimum Knowledge and Experience
  • Bachelor's degree with strong academic performance.
  • Two years of work experience in investment banking, private equity, or consulting.
  • Experience with credit and leveraged finance markets.
  • Advanced Excel modelling skills and highly proficient in PowerPoint.
  • Strong work ethic, high energy level, ability to work independently, think proactively AND strategically. Driven, self-starter with a passion for excellence and a continued desire to learn. Don't wait to be told what to do.
  • Solid understanding of financial statements (balance sheet, income statement, statement of changes in financial position, cash flow - EBITDA, working capital, cash from ops, capex) and accounting (timing of cash flow: revenue recognition, cost flow assumptions, depreciation methods, acquisition accounting).
  • Ability to understand new businesses and financial analyses quickly and reach a conclusion with less than full information, based on CAM investment criteria.
  • Develop and express independent thoughts and opinions.
  • Ability to think and act like an owner/investor. Own the portfolio and take full responsibility for its success.
  • Proactive and resourceful - anticipate portfolio company issues (track headlines of major customers & suppliers, risks, and cash flow drivers) and credit risks when analyzing investment opportunities and monitoring investments.
  • Superb attention to detail- no shortcuts, no "80% is sufficient" or "good enough."
  • Don't get hung up with convention. Think "out of the box." Ask questions. Challenge management/sponsors or they will guide your thought.
  • Outstanding time management skills including ability to plan, execute, and deliver multiple concurrent projects in a timely manner with externally driven deadlines that may shift during the course of a project.
  • "Go the extra mile" - diligence and analyze through the ultimate loan repayment.
  • Excellent written and verbal communication skills.
  • Impeccable character, integrity, and trustworthiness.
  • Some work during evenings and weekends will be required.#LI-BMSCompensation Pay Disclosure: Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $100,000 to $130,000 USDBe Well. Stay Well. Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.What We Offer
    • Health, dental, vision and life insurance plans
    • 401(k) Savings plan - with generous company matching contributions (up to 6%)
    • Voya Retirement Plan - employer paid cash balance retirement plan (4%)
    • Tuition reimbursement up to $5,250/year
    • Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
    • Paid volunteer time - 40 hours per calendar yearLearn more about Critical Skills At Voya, we have identified the following critical skills which are key to success in our culture:
      • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
      • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
      • Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
      • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
      • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage. Learn more about Equal Employment Opportunity Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference .

Keywords: Disability Solutions, Westfield , Private Debt Middle Market Analyst, Accounting, Auditing , Stamford, Massachusetts