Private Placement Investment Analyst (Hybrid)

As a member of the team you will work closely with senior analysts and portfolio managers to evaluate new investment opportunities monitor existing holdings and contribute meaningfully to investment decisions across a broad range of industries. This role offers hands-on exposure to private credit markets fundamental credit analysis and the full investment lifecycle.

What Youll Do

Responsibilities may include but are not limited to:

• 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

What Were Looking For

Required Qualifications

• Bachelors degree in finance accounting economics business or a related quantitative field

• Approximately 13 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 Qualifications

• 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
  

*Internal Securian Asset Management job title for this position is Asset Management Sr. Analyst*

Securian Financial believes in hybrid work as an integral part of our culture. Associates get the benefit of working both virtually and in our offices. This position requires you to work within a in a commutable distance (90 minutes) of our Home Office in St. Paul MN. Youll join us 3 days each week in our offices to collaborate and build relationships. Our policy allows flexibility for the reality of business and personal schedules.