Job Description
Job Description
Aquarian
Aquarian is a diversified global holding company with a strategic portfolio of insurance and asset management solutions.
After launching in 2017, Aquarian finalized its first investment in 2018. Since then, Aquarian and its relying advisers have grown to serve as investment managers on approximately $22 billion in book value assets under management. Aquarian Insurance Holdings acquires and operates companies providing retirement income and reinsurance solutions for millions of people. Aquarian Investments deploys capital into opportunities that yield attractive risk-adjusted returns with downside protection for its clients.
Aquarian's approach combines a wide and holistic view of the investment landscape with incisive decision-making and deep investing acumen. The company invests across the capital structure and creates tailored financing solutions that enable high-quality companies to grow and evolve.
The Role
Aquarian is seeking an exceptional Associate to join the Aquarian Private Credit team. Aquarian Private Credit primarily focuses on lending to corporate borrowers across a wide range of sizes and industries.
The Associate will report to the Principal of the Aquarian Private Credit team. The ideal candidate will have strong analytical skills, experience in private credit or related fields, and a passion for evaluating and managing complex investment opportunities.
Key Responsibilities:
- Conduct in-depth financial analysis, modeling, and valuation of private credit opportunities.
- Perform due diligence on prospective borrowers, including market analysis, financial reviews, and qualitative risk assessment.
- Monitor the performance of existing investments, including financial and operational metrics.
- Prepare periodic reporting for internal stakeholders and external investors.
- Work with senior team members to identify opportunities for proactive refinancings and other business development activities.
- Support the structuring, negotiation, and execution of loan agreements and related documentation.
- Coordinate with legal, compliance, and operational teams to ensure smooth transaction closings.
- Stay informed about market trends, industry developments, and macroeconomic factors affecting private credit investments.
- Provide insights and recommendations to enhance the firm's investment strategies.
- Assist in preparing investor presentations and updates.
- Participate in meetings and calls with clients and external stakeholders.
Qualifications:
- Bachelor's degree in finance, economics, accounting, or a related field; CFA or MBA is a plus.
- 2-5 years of experience in private credit, investment banking, leveraged finance, or related roles.
- Strong financial modeling, valuation, and analytical skills.
- Excellent written and verbal communication skills.
- Detail-oriented with the ability to manage multiple projects and deadlines.
- Proficiency in Microsoft Excel, PowerPoint, and other relevant financial tools.
- Knowledge of private credit markets, deal structuring, and credit risk analysis is highly desirable.
We desire the following qualities in all candidates:
- Must be detail-oriented, and have excellent spreadsheet, presentation, and analytical skills
- In addition, strong critical thinking skills, a high degree of intellectual curiosity, and a desire to take on greater responsibilities and leadership are all required to be a successful member of the Aquarian team
- Ability to work efficiently and effectively both on teams and individually
- Must have the ability to manage multiple tasks simultaneously and meet deadlines for short, long, and ad-hoc assignments
- Excellent interpersonal, written, and oral communication skills required to effectively communicate with a variety of audiences