Funds Ratings - Associate / Associate Director (Chicago) at KUBRA

Chicago, Illinois, United States

KUBRA Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Finance, Financial ServicesIndustries

Requirements

  • Bachelor’s degree in Finance, Business, or Math related fields or equivalent
  • 4-8 years of experience as a credit analyst, specifically with fund lending, investing, or structured finance
  • Strong analytical skills
  • Ability to work collaboratively within a team
  • Time management and resource management skills
  • Excellent oral and written communication skills
  • Proficiency in Advanced Excel, including cash flow modeling
  • Extremely high attention to detail
  • Proficiency in SQL and VBA (a strong advantage)
  • Successful progression towards CFA (a plus)
  • Familiarity with Generative AI tools (a plus)

Responsibilities

  • Assist with credit research on 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 to assess their investment acumen and risk management skills
  • Develop and maintain complex spreadsheets and databases
  • Leverage and collaborate with KBRA experts in various sectors (project finance, corporate finance, etc.)
  • Assist in research for internal and publication purposes
  • For Associate Directors: Independently lead credit ratings process and research efforts on a variety of debt transactions involving investment funds, and lead/assist in the development of rating and analytical tools

Skills

Advanced Excel
Cash Flow Modeling
SQL
VBA
Credit Research
Structured Finance
Analytical Tools
Database Management

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.

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