AVP or VP, Private Placements, Private & Structured Credit jobs in United States
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PPM America, Inc. · 1 week ago

AVP or VP, Private Placements, Private & Structured Credit

PPM America, Inc. is a US-based institutional asset manager established in Chicago, focusing on supporting institutional clients in achieving long-term value goals. The AVP or VP, Private Placements, Private & Structured Credit will provide analytical support in managing the investment-grade private credit portfolio and the new deal process.

Financial Services

Responsibilities

Coordinates the underwriting and closing process
Attends roadshow presentations
Coordinates the due diligence process with PPMA credit analysis team members, negotiating legal documentation and attending due diligence trips
Analyzes amendment requests from existing portfolio companies
Monitors portfolio companies and industries for change in credit quality and industry fundamentals
Actively involved in developing and maintaining relationships with bankers, sponsors, and other sources of deal flow
Assists senior Private Placement personnel on various projects and on-going administrative tasks
Performs other duties and/or projects as assigned
Evaluates new private placement opportunities to determine fit with PPM credit philosophy and portfolio needs. Specifically, this includes reviewing private placement offering memoranda, performing industry research, and reviewing terms and structure of transactions
Coordinates the underwriting and closing process
Attends roadshow presentations, coordinates due diligence process with PPMA credit analysis team members, negotiates legal documentation, and attends due diligence trips
Analyzes and negotiates amendment requests from existing portfolio companies
Makes presentations to senior management and other professional staff at PPM as required
Monitors portfolio companies and industries for change in credit quality and industry fundamentals
Negotiates and executes private placement secondary trades
Actively involved in developing and maintaining relationships with bankers, sponsors, and other sources of deal flow
Assists senior Private Placement personnel on various projects and on-going administrative tasks
Performs other duties and/or projects as assigned

Qualification

Credit markets knowledgeFinancial statement analysisMicrosoft Excel proficiencyBloomberg proficiencyChartered Financial Analyst (CFA)Investment-related experienceCommunication skillsPresentation skillsSelf-motivationTeam collaboration

Required

Bachelor's Degree, preferably in Finance, Accounting, Economics, Mathematics, or a related field required
5+ years of investment-related/credit experience required
Bachelor's Degree required
8+ years of investment-related / credit experience in a sophisticated environment required
Knowledge of credit markets and exposure to a broad range of industries required
Strong written, communication, and presentation skills, combined with a confident and polished business style
Ability to think on feet and ask questions
Strong proficiency in Microsoft Excel and/or Bloomberg, combined with strong financial and accounting skills
Ability to understand, analyze, and question financial statements
Must exhibit self-confidence, self-motivation, discipline, and the ability to assume responsibility for decisions

Preferred

Fixed income or previous credit training preferred
Chartered Financial Analyst (CFA), or progress toward preferred
Master's Degree of Business Administration (MBA) or progression towards preferred
Fixed income or previous credit training preferred
Chartered Financial Analyst (CFA) or progression towards preferred upon hire

Benefits

Medical, dental and vision coverage
401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary)
Tuition and professional certification reimbursement
Paid parental leave
Adoption assistance
Holidays and paid time off
Paid time off to volunteer

Company

PPM America, Inc.

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PPM America, Inc. (PPM) is a client-focused investment manager.

Funding

Current Stage
Growth Stage

Leadership Team

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Mary Capasso
Executive Vice President, COO and General Counsel
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Matt Elsener
Senior Vice President, Chief Risk Officer
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Company data provided by crunchbase