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About the Role

Morningstar DBRS is seeking an Assistant Vice President (AVP) to join the Funds Finance credit ratings team, focusing on surveillance of existing credit ratings. This credit analyst will support the growing portfolio of investment fund debt credit ratings as a lead analyst. The role requires sector knowledge, strong analytical and quantitative skills, attention to detail, and the ability to thrive in a collaborative, team-oriented environment.

Responsibilities

Lead analyst responsible for monitoring transaction performance and surveilling existing credit ratings, including but not limited to, feeder fund debt, secured facilities, unsecured debt, subscription loan facilities, and collateralized fund obligations.
Prepare and present detailed discussion and committee materials to credit ratings committees.
Conduct portfolio analysis using Morningstar DBRS developed predictive models and credit rating methodologies.
Draft credit rating letters, press releases, and other relevant disclosures.
Participate in onsite manager due diligence meetings and calls with market participants and issuers.
Assess legal, regulatory, counterparty and other risks related to Funds and US SC credit ratings.
Train and mentor junior analysts.
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.

Requirements

Undergraduate degree in finance, accounting, business, economics or a related discipline required.
5–7 years of relevant experience, which may include credit ratings experience covering funds, BDCs, CLOs or related asset classes; investment banking or legal experience focused on funds or fund finance; credit risk management experience covering credit funds or other private credit strategies; or other relevant experience as a market participant within fund finance, private credit or structured credit.
Strong interest in credit funds, BDCs, CLOs, private credit and/or private equity.
Proficiency in Microsoft Office, including advanced Excel skills such as building complex formulas or models, pivot tables and charts.
Strong research and analytical skills with excellent attention to detail.
Strong written and verbal communication skills, with the ability to prepare clear, concise and well-supported committee materials and reports.
Ability and willingness to proactively learn new analytical approaches and methodologies.
Self-starter with the ability to prioritize competing demands, work independently and complete high-quality work with a sense of urgency.
Ability to work effectively in a fast-paced environment and manage multiple priorities and deadlines.
Strong interpersonal and collaboration skills, with the ability to work effectively across teams and contribute to timely and accurate work product.
Rating agency experience, including familiarity with credit rating methodologies, committee processes and the broader ratings framework.
Knowledge of analytical programming languages or tools, such as VBA or Python.

Skills

Fund finance
Rating agency work
Sector knowledge
Analytical skills
Quantitative skills
Attention to detail
Collaboration
Microsoft Office
Advanced Excel skills
Research skills
Written communication skills
Verbal communication skills
Proactive learning
Prioritization
Independent work
Urgency
Interpersonal skills
VBA
Python

Location

Work Type

Hybrid

Experience Level

Assistant Vice President (AVP)
5-7 years

Education Level

Undergraduate degree in finance, accounting, business, economics or a related discipline

Salary/Compensations

$97,854.00-$137,910.00

Benefits

100% 401k match up to 6% of salary
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Comprehensive health benefits (medical/dental/vision)
Potential premium discounts
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 Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Flex Stipend - $1000 annually to cover personal education & well-being expenses
Tuition Reimbursement
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups

About the Company

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.
Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world.
Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry.
Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require.
Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service.
Morningstar DBRS is the next generation of credit ratings.

Equal Opportunity

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.