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

Chicago, Illinois, United States

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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

Key technologies and capabilities for this role

Advanced ExcelCash Flow ModelingSQLVBACredit ResearchStructured FinanceAnalytical ToolsDatabase Management

Questions & Answers

Common questions about this position

Is this position remote or onsite?

The position is onsite in Chicago.

What is the salary for this role?

This information is not specified in the job description.

What skills are required for this position?

Required skills include strong analytical skills, proficiency in Advanced Excel including cash flow modeling, excellent oral and written communication skills, ability to work collaboratively, and time management skills. Proficiency in SQL and VBA is a strong advantage.

What experience is needed for this role?

Candidates need 4-8 years of experience as a credit analyst, specifically with fund lending, investing, or structured finance, plus a Bachelor’s degree in Finance, Business, or Math related fields.

What makes a strong candidate for this position?

A strong candidate has 4-8 years of relevant credit analyst experience in fund lending or structured finance, strong analytical skills with Advanced Excel proficiency, and collaborative abilities. Plus factors include SQL/VBA proficiency, CFA progress, and familiarity with Generative AI tools.

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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