Funds Ratings - Analyst / Senior Analyst (NY) at KUBRA

New York, New York, United States

KUBRA Logo
$75,000 – $105,000Compensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Credit RatingsIndustries

Requirements

  • Bachelor’s degree in Finance, Business, or Math related fields or any subject that results in strong analytical skills
  • One (1) to Three (3) years of work experience as a credit analyst with experience in fund lending, investing, or structured finance (preferred)
  • Extensive experience and interest in fund investment and credit strategies
  • Proficiency in Advanced Excel (including cash flow modeling)
  • Proficiency in SQL and VBA for querying databases (strong advantage)
  • Ability to work as an integral part of a highly collaborative team and across disciplines
  • Effective verbal, written, and presentation communication skills
  • Extremely high attention to detail
  • Familiarity with Generative AI tools such as ChatGPT (plus)
  • Successful progression towards CFA (plus)

Responsibilities

  • Assist with credit research on a variety of funds, closed-end funds, and other investment vehicles
  • Assist with the development of rating and analytical tools such as cash flow and asset coverage models
  • Assist in the quantitative and qualitative preparation and presentation of internal credit memos and publications
  • Participate in diligence meetings with fund management teams
  • Develop and maintain complex spreadsheets and databases
  • Research for internal and publication purposes
  • Leverage and collaborate with KBRA experts in various sectors (project finance, corporate finance, etc.)

Skills

Key technologies and capabilities for this role

Advanced ExcelCash Flow ModelingCredit AnalysisFinancial ModelingStructured FinanceGenerative AIChatGPTQuantitative AnalysisQualitative AnalysisExcel Spreadsheets

Questions & Answers

Common questions about this position

What is the salary range for this position?

The annual base salary is $75,000 - $105,000.

Is this role remote or hybrid, and where is it located?

This is a hybrid position based in the New York, NY office.

What skills are required for this Analyst/Senior Analyst role?

Required skills include proficiency in Advanced Excel (including cash flow modeling), ability to work collaboratively in a team, effective communication skills, and high attention to detail. Familiarity with Generative AI tools like ChatGPT and proficiency in SQL and VBA are strong advantages.

What is the team culture like at KBRA's Funds Ratings team?

The team is highly collaborative, requiring the ability to work as an integral part across disciplines and leverage KBRA experts in various sectors.

What makes a strong candidate for this Funds Ratings Analyst role?

A strong candidate has a Bachelor’s degree in Finance, Business, or Math-related fields, 1-3 years of experience as a credit analyst in fund lending, investing, or structured finance, and extensive experience in fund investment and credit strategies. Progression towards CFA is a plus.

KUBRA

Customer experience management for utilities and government

About KUBRA

KUBRA provides customer experience management solutions tailored for large utility companies and government entities in North America. Their services include billing and payments, mapping, mobile applications, proactive communications, and artificial intelligence tools, all aimed at improving customer interactions and operational efficiency. KUBRA's solutions are used by over 365 clients, impacting more than 40% of households in the U.S. and Canada, resulting in over 1.5 billion customer interactions each year. The company offers various digital payment options, including partnerships with Apple Pay and Google Pay, ensuring convenience for customers. KUBRA generates revenue through subscription fees for its software and transaction fees from payment processing, allowing for steady income while expanding its offerings. The goal of KUBRA is to enhance customer engagement and streamline operations for utilities and government organizations.

Mississauga, CanadaHeadquarters
1992Year Founded
GROWTH_EQUITY_VCCompany Stage
Government & Public Sector, Fintech, AI & Machine LearningIndustries
501-1,000Employees

Benefits

Paid day off for your birthday
Flexible Work Hours
Bi-annual performance-based bonus
Professional Development Budget
Health Savings Account/Flexible Spending Account
401(k) Company Match

Risks

Emerging tech startups pose a competitive threat to KUBRA's market share.
Economic downturns may reduce budgets for KUBRA's utility clients.
Data privacy regulations could increase compliance costs for KUBRA.

Differentiation

KUBRA offers a comprehensive suite of customer experience management solutions for utilities.
KUBRA's solutions reach over 40% of households in the U.S. and Canada.
KUBRA partners with major platforms like Apple Pay and Google Pay for flexible payments.

Upsides

KUBRA's advanced analytics enhance data insights for utility companies.
Strategic partnerships with VertexOne and NorthStar expand KUBRA's market reach.
Growing demand for digital payments aligns with KUBRA's offerings.

Land your dream remote job 3x faster with AI