Veracity Software Inc
Analyst – Corporate Banking, Leveraged Lending
Veracity Software Inc, Chicago, Illinois, United States, 60290
Analyst – Corporate Banking, Leveraged Lending
Location: Onsite - Chicago, IL Job Type: Full-Time The Leveraged Lending group within Corporate Banking is responsible for underwriting and managing the firm's private equity-backed syndicated loan and direct lending portfolio. The group partners closely with product and coverage teams to allocate capital across revolvers and term loan holds in sponsor-led transactions. This team also commits capital in direct lending opportunities including Unitranche Term Loans, Delayed Draw Term Loans, and 2nd Lien Term Loans. As an Analyst, you will play a key role throughout the deal lifecycle—from transaction screening and underwriting through portfolio monitoring and client engagement. This is a unique opportunity to develop in-depth credit, modeling, and transaction execution skills within a dynamic and high-performing team. Responsibilities
New Underwritings (60%): Analyze financial and operating data to identify trends in performance across various industries. Participate in all stages of underwriting: initial screening, due diligence, credit approval, and documentation negotiation. Digest comprehensive data rooms and extract key financial and business information. Build and sensitize LBO models based on management and sponsor projections for use in credit memos. Develop risk/return assessments, key credit highlights, and committee materials. Lead diligence calls with sponsors and company management teams. Partner with internal teams on transaction execution and client deliverables. Address and respond to questions from Investment Committee and Credit Risk teams. Portfolio Management
Monitor the performance of existing borrowers through financial review, quarterly calls, and ongoing sponsor/management engagement. Prepare credit reviews and updates for assigned portfolio companies. Reassess internal risk ratings based on financial and operational developments. Track capital allocation and evaluate credit exposure across the portfolio. Identify opportunities for cross-sell with existing borrowers. Analyze industry trends and comparable transactions to provide context for credit decisions. Qualifications
Education: Bachelor's degree in Finance, Economics, Accounting, or related field with strong academic performance. Experience: 1-2 years of relevant experience in Investment Banking, Corporate Banking, Capital Markets, or Corporate Credit. Completion of a formal credit or financial analyst training program preferred. Skills: Strong analytical and financial modeling skills, including experience building complex LBO models; proficient in Excel and PowerPoint; excellent written and verbal communication; detail-oriented; strong interpersonal skills; ability to work independently and in a fast-paced team; proactive and commercially minded. Location and Employment Type
Location: Onsite - Chicago, IL Employment type: Full-time
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Location: Onsite - Chicago, IL Job Type: Full-Time The Leveraged Lending group within Corporate Banking is responsible for underwriting and managing the firm's private equity-backed syndicated loan and direct lending portfolio. The group partners closely with product and coverage teams to allocate capital across revolvers and term loan holds in sponsor-led transactions. This team also commits capital in direct lending opportunities including Unitranche Term Loans, Delayed Draw Term Loans, and 2nd Lien Term Loans. As an Analyst, you will play a key role throughout the deal lifecycle—from transaction screening and underwriting through portfolio monitoring and client engagement. This is a unique opportunity to develop in-depth credit, modeling, and transaction execution skills within a dynamic and high-performing team. Responsibilities
New Underwritings (60%): Analyze financial and operating data to identify trends in performance across various industries. Participate in all stages of underwriting: initial screening, due diligence, credit approval, and documentation negotiation. Digest comprehensive data rooms and extract key financial and business information. Build and sensitize LBO models based on management and sponsor projections for use in credit memos. Develop risk/return assessments, key credit highlights, and committee materials. Lead diligence calls with sponsors and company management teams. Partner with internal teams on transaction execution and client deliverables. Address and respond to questions from Investment Committee and Credit Risk teams. Portfolio Management
Monitor the performance of existing borrowers through financial review, quarterly calls, and ongoing sponsor/management engagement. Prepare credit reviews and updates for assigned portfolio companies. Reassess internal risk ratings based on financial and operational developments. Track capital allocation and evaluate credit exposure across the portfolio. Identify opportunities for cross-sell with existing borrowers. Analyze industry trends and comparable transactions to provide context for credit decisions. Qualifications
Education: Bachelor's degree in Finance, Economics, Accounting, or related field with strong academic performance. Experience: 1-2 years of relevant experience in Investment Banking, Corporate Banking, Capital Markets, or Corporate Credit. Completion of a formal credit or financial analyst training program preferred. Skills: Strong analytical and financial modeling skills, including experience building complex LBO models; proficient in Excel and PowerPoint; excellent written and verbal communication; detail-oriented; strong interpersonal skills; ability to work independently and in a fast-paced team; proactive and commercially minded. Location and Employment Type
Location: Onsite - Chicago, IL Employment type: Full-time
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