Private Credit Intern

Overview

The Private Credit internship will be a project-oriented experience. The intern will be assigned various projects during their internship, including analysis, investment research, and data retention / management. These assignments will provide the opportunity to broaden knowledge of the Private Credit business and to demonstrate quantitative reasoning skills. The associate will have the chance to work and collaborate with successful investment professionals with visibility of senior management. 

Responsibilities

What you will do:

• Collaborate with investment professionals to understand best investment practices.
• Review prior recommendations and understand investment practices.
• Attend investment committee meetings to understand committee member focus.
• Prepare reports and recommendations relative to private credit investments.
• Research relevant industries and companies for future private credit investments.
• Build financial models, assist in preparing opportunity memos.
• Perform financial analyses for new and existing private credit investments.
• Maintain CRM database of prospects and referral sources.
• Performs other duties as assigned.
• Complies with all policies and standards.

Qualifications

• Enrolled in a University with a degree or focus in Real Estate investment.  Secondary focus in marketing would be a plus. Cumulative GPA of at least 3.2 out of a 4.0; 3.5+ preferred. - Preferred
• General knowledge of the functions of accounting, finance, and investments, the underlying body of concepts that constitute the real estate investment management industry and the application of those concepts. - Required
• Second or third-year Business/Finance Student, or MBA student.
• Completion of one or more investment courses.
• Willingness to complete education and development through business and/or finance/analysis courses.
• Demonstrated successful experience in problem-solving situations.
• Possesses and displays excellent verbal and written communication skills.
• Demonstrated ability to coordinate multiple projects simultaneously and complete assigned tasks accurately and on a timely basis.
• Ability and desire to cultivate / acquire a unique combination of marketing, financial analysis, interpersonal, customer service, communication and negotiation skills.
• Proficient with Microsoft Word, Excel and PowerPoint software, including advanced functions.
• Working knowledge and experience in Argus preferred.

Work Setting/Position Demands:

• Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
• Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
• Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
• Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
• Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
• Performs substantial movement of wrists, hands, and fingers for continuous computer work.
• Extended hours required during peak workloads or special projects/events.

Travel Requirements:

• None