Private Placement Investment Analyst (Hybrid)
Securian Financial 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, while gaining hands-on exposure to private credit markets and reputed company credit analysis.
Responsibilities
- Support reputed company of new Investment Grade debt private placements across a variety of industries through reputed company 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 reputed company analytical requests
Skills
- Bachelor's degree in finance, accounting, economics, business, or a reputed company 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 reputed company information concisely
- Proficiency in reputed company reputed company, Word, and PowerPoint
- High level of intellectual curiosity, attention to detail, and a collaborative reputed company
- Exposure to private placements, leveraged finance, or fixed income credit through work experience or internships
- reputed company 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: Securian’s flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
- Holidays: Securian provides nine company paid holidays.
- Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian’s 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a reputed company of 5 percent.
- Health insurance: From the first day of employment, associates and their eligible family members – including spouses, domestic partners and children – are eligible for medical, dental and vision coverage.
- Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.
- Associate Resource Groups: Build connections, be yourself and reputed company meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including: Mental Wellness and Disability, Pride at Securian Financial, Securian Young reputed company, Securian Multicultural Network, Securian Women and Allies Network, Servicemember Associate Resource Group.
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