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Allied Solutions LLC · 4 days ago

Investment Analyst - Private Placement (Hybrid)

Saint Paul, MN Campus

Full-time

Hybrid

Entry, Mid Level

$75K/yr - $166K/yr

1+ years exp

Allied Solutions LLC is seeking a Private Placement Investment Analyst to join their Investment Grade Private Placement team. The role involves evaluating new investment opportunities, monitoring existing holdings, and contributing to investment decisions across various industries.

Financial ServicesInformation Technology

Responsibilities

Support underwriting of new Investment Grade debt private placements across a variety of industries through fundamental credit analysis and relative value assessment

Prepare detailed credit memos and financial models that clearly summarize issuer fundamentals, transaction structure, key risks, and investment rationale for internal review

Assist with transaction due diligence, including reviewing offering materials and coordinating with senior team members on investment-specific analysis

Review transaction legal documentation alongside senior analysts to understand covenant structures, creditor protections, and overall deal terms

Monitor existing portfolio investments by tracking issuer performance, financial statements, covenant compliance, rating agency actions, and relevant market or industry developments

Support recommendations for covenant amendments or waivers by analyzing issuer performance and credit implications

Engage with Private Placement agents and internal stakeholders to support deal sourcing and execution efforts

Participate in internal meetings, including credit discussions and watchlist reviews, contributing analysis and insights as appropriate

Assist with team and firm initiatives, including process improvements, research projects, and ad hoc analytical requests

Qualification

Credit analysisFinancial modelingFinancial statement analysisMicrosoft ExcelCFA designationAnalytical skillsCommunication skillsAttention to detailCollaborative mindset

Required

Bachelor's degree in finance, accounting, economics, business, or a related quantitative field

Approximately 1–3 years of relevant experience, such as credit analysis, investment analysis, banking, asset management, insurance, big 4 accounting firm or similar financial roles

Foundational understanding of financial accounting, financial statement analysis, and credit fundamentals

Strong analytical skills with the ability to interpret financial data and identify key risks and drivers

Clear written and verbal communication skills, with the ability to summarize complex information concisely

Proficiency in Microsoft Excel, Word, and PowerPoint

High level of intellectual curiosity, attention to detail, and a collaborative mindset

Preferred

Exposure to private placements, leveraged finance, or fixed income credit through work experience or internships

Progress toward or interest in pursuing the CFA designation or MBA

Familiarity with debt structures, credit agreements, or covenant analysis

Experience working in an investment, banking, insurance, or asset management environment

Benefits

Paid time off

Leave programs

Holidays

Company-funded pension plan and a 401(k) retirement plan

Health insurance

Volunteer time

Associate Resource Groups

Company

Allied Solutions LLC

Allied Solutions uses technology based products and services to meet the insurance, lending and marketing needs of more than 6,000 financial institutions in North America.

Founded in 2000

Carmel, Indiana, USA

1001-5000 employees