Vice President, US Structured Credit Ratings, Funds - New Issue jobs in United States
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Morningstar · 18 hours ago

Vice President, US Structured Credit Ratings, Funds - New Issue

Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. They are seeking a Vice President to join the Funds new issue credit ratings team, responsible for assigning new credit ratings to various fund financing transactions and maintaining issuer/client relationships.

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H1B Sponsor Likelynote

Responsibilities

Lead analyst responsible for assigning new credit ratings to various fund financing transactions, including but not limited to, feeder fund debt, secured facilities, unsecured debt, subscription loan facilities, and collateralized fund obligations
Prepare for and lead management meetings and maintain issuer/client relationships
Lead external client calls to discuss methodologies and transaction proposals
Prepare and present detailed discussion and committee memos for US SC credit rating committees
Author pre-sale and new issue credit rating reports, among other relevant disclosures
Conduct analysis on the fund manager’s capabilities and track record, the fund investment portfolio, transaction capital structure, and legal documents
Assess legal, regulatory, counterparty and other risks related to US SC credit ratings
Prepare and present new transactions to senior members of the Structured Finance team to determine feasibility and methodology application
Support the expansion of the Funds team by championing projects and initiatives
Mentor junior analysts
Write research and participate in webinars, investor meetings and conferences
Collaborate with other Morningstar DBRS credit teams to support credit rating surveillance, analysis, administration and research
Adhere to compliance, regulatory and company policies and procedures

Qualification

Fund finance experienceCredit rating methodologiesAnalytical skillsMicrosoft Office proficiencyResearch skillsMulti-taskTeam playerCommunication skillsAttention to detailSelf-starter

Required

Undergraduate degree in finance, accounting, business, economics or related discipline is required
7+ years' relevant experience
Strong interest in credit funds, BDCs, CLOs, private credit and/or private equity encouraged
Proficiency in Microsoft Office suite, with advanced skills in Excel, such as building complex formulas or models, pivot tables and graphs
Solid research and analytical skills, with acute attention to detail
Strong verbal and written communication skills to prepare clear and concise committee materials and reports in proper and professional etiquette
Willingness and ability to learn new analytical approaches proactively
Self-starter with ability to prioritize and complete critical work quickly, independently and with a sense of urgency
Ability to work in a fast-paced environment, multi-tasking to meet multiple deadlines
Must be a team player with strong interpersonal skills with the ability to motivate team members to produce timely and accurate work product

Preferred

Experience in structuring or analyzing feeder funds or CFOs preferred
Funds, BDC or CLO credit ratings-related work
Investment banking or legal counsel focusing on funds-related work
Credit risk management function focusing on credit funds
Other relevant experience as a market participant
Rating agency experience for a smoother transition into the nuances and rigors of the rating processes and understanding credit rating methodologies
Knowledge of analytical programming language (VBA, Python, etc.) is a plus

Benefits

75% 401k match up to 7%
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
Tuition Reimbursement
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups

Company

Morningstar

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Morningstar provides independent investment research to investors worldwide.

H1B Sponsorship

Morningstar has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (32)
2024 (50)
2023 (68)
2022 (51)
2021 (57)
2020 (56)

Funding

Current Stage
Public Company
Total Funding
$91M
2005-05-03IPO
1999-07-09Private Equity· $91M

Leadership Team

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Kunal Kapoor
Chief Executive Officer
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Lawrence Johnson
SVP & Head of Fintech Engagement
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Company data provided by crunchbase