Investments, Analyst/Associate

About the role

Kuvare is a growth-oriented insurance platform that delivers diversified annuities, life insurance, and supplemental products to the middle-income and mass-affluent consumer segments through its acquisition-led growth strategy. Kuvare provides proven capabilities, strategic support, substantial resources, and patient capital to help insurance companies pursue and achieve sustainable growth opportunities. With its patient capital, Kuvare targets differentiated annuity and life insurance companies to bring into its family of brands.

The Analyst/Associate will join the corporate credit team to support new private credit investment underwriting and portfolio management, with occasional responsibilities in public credit. This position is ideal for a motivated professional looking to further develop their credit analysis and portfolio management skills, with the opportunity to provide valuable support to the team while developing their own investment capabilities. The Analyst/Associate will be an integral member of the team, collaborating with senior members to underwrite new investment opportunities, grow deal structuring capabilities, conduct portfolio surveillance, and support the management of a fast-growing private credit-focused portfolio. Target markets include sports, media, and entertainment; non-bank financials (BDCs, NAV loans, CFOs); and other strategies managed by Kuvare Strategic Investments. The Analyst/Associate will develop skills in investment due diligence, deal structuring and will have the opportunity to support new investments from inception to maturity. The Analyst/Associate will be a core member of a high-performing private corporate credit investment team and will have significant professional growth opportunities in a supportive, collaborative, and dynamic organization. The Analyst/Associate will be based in New York with a hybrid setup, requiring in-office presence three times a week.

What you'll do

• Exhibit high attention to detail and discipline to produce error-free, properly formatted work on a consistent basis with minimal oversight
• Support the analysis of new credit investments and transaction execution, including diligence, underwriting, and surveillance
• Contribute to identifying and evaluating the risks and merits of new private credit investment opportunities under team guidance
• Assist with capital structure and relative value analysis
• Build industry knowledge in areas of focus including sports/media/entertainment, non-bank financials (e.g. BDCs, NAV loans), and other segments of private markets
• Learn the principles of investing for regulated insurance companies, including new developments within the various industry rule-making bodies
• Help monitor the performance of the existing portfolio (both public and private investments) as it continues to expand
• Monitor public corporate bond markets on an as-needed basis
• Assist in preparing presentations and other materials for both internal and external clients
• Work on specific tasks or group projects including industry research, presentations, and portfolio analysis
• Collaborate with internal stakeholders including asset allocation, operations, legal, accounting, and technology

Qualifications

Requirements/Experience

• 1-4 years of relevant experience, including prior exposure to credit investing, corporate finance or capital markets
• Bachelor’s degree with a record of strong academic performance

Skills/Competencies

• Strong results orientation and ability to work in a fast-paced environment
• Intrinsically motivated, with the ability to learn quickly and take on new responsibilities
• Excellent communication, presentation, and interpersonal skills
• Strong organizational and analytical skills, with the ability to multitask and manage several projects at a time
• Embraces the idea of investing as a “team sport”, is highly collaborative and is able to drive to consensus
• Proficient with Excel, PowerPoint, Word, and Bloomberg

Compensation:

The base salary range for this position is $100,000 to $150,000 annually, depending on experience and qualifications. This role is eligible for a discretionary bonus as part of the total compensation package