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Assistant Vice President, Credit Ratings, Project and Infrastructure Finance

Employer
Morningstar
Location
New York City, New York (US)
Salary
Base Salary Compensation Range: $95,000 - $150,000 + 20% annual bonus target
Closing date
Apr 20, 2024

Job Details

The Group
The Global Project Finance & Infrastructure Finance team is seeking a highly motivated individual, preferably with five to seven years of expertise in Project and Infrastructure Finance credit analysis, to join its team of analysts in New York City as an Assistant Vice President. Working closely with members of the team in New York, the successful candidate will be responsible for supporting the U.S. based portfolio, which includes performing financial statement analysis, using financial models, drafting rating reports, compiling rating committee materials and having a well-developed understanding of the overall credit analysis process.

The Role
The successful candidate will work on a variety of transactions as a rating analyst, performing lead and supporting analyst responsibilities within project and infrastructure finance including the power and energy-related sectors (e.g. gas, wind, solar, hydro generation), bespoke project financings (e.g. telecommunications, technology infrastructure, large industrial equipment leases, stadiums, etc.) and broader infrastructure mandates (PPPs, toll roads, airports, ports, utilities). The role involves performing financial statement analysis, using financial models, drafting rating reports and press releases, along with the compilation of rating committee materials and drafting of high quality and timely topical research.

Responsibilities

  • Assist with covering the existing U.S. based ratings portfolio as a rating analyst.
  • Attend issuer and investor meetings with the Team Lead(s) in Project Finance and Infrastructure Finance and other lead analysts to gain exposure to the ratings portfolio and the analytical approach.
  • Build on existing knowledge of the industry and further expand the network.
  • Initially contribute to new rating assignments as a rating analyst supporting lead analysts and eventually act as a lead analyst on a variety of assets classes within the sector.
  • Produce timely, high-quality credit reports, research notes and commentaries on rated entities.
  • Manage extensive spreadsheets on rated entities.
  • Contribute to the development and maintenance of relationships with fixed-income investors.
  • Analytically support business development initiatives.
  • Contribute to the refinement of methodologies, research products and rating approaches.
  • Support the team on the delivery of timely and innovative topical research.
     

Qualifications

  • Five to seven years of business experience, with a minimum of three years' experience related to Project and Infrastructure Finance.
  • Degree in business, economics, commerce, engineering or a related discipline.
  • Solid research, analytical and financial modelling skills, with a high attention to detail.
  • Experience in reviewing financing agreements and legal contracts from a credit point of view.
  • Strong communication skills, both oral and written.
  • Self-starter and strong team player and a demonstrated ability to work in a fast-paced environment.
  • Completion of, or demonstrated progress towards, the CFA program is preferred.
  • Experience in public-private partnerships is an asset.
  • Previous rating agency experience is considered an asset.

 

Base Salary Compensation Range:

$95,000 - $150,000

Annual Bonus Target:

20%

Compensation And Benefits

At Morningstar we believe people are at their best when they are at their healthiest. That’s why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:

  • Financial Health
    • 75% 401k match up to 7%
    • Stock Ownership Potential
    • Company provided life insurance - 1x salary + commission
  • Physical Health
    • Comprehensive health benefits (medical/dental/vision) including potential premium discounts and 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
  • Emotional Health
    • Trust-Based Time Off
    • 6-week Paid Sabbatical Program
    • 6-Week Paid Family Leave & Paternity Leave
    • Adoption Assistance
    • Leadership Coaching & Formal Mentorship Opportunities
    • Annual Education Stipend
    • Tuition Reimbursement
  • Social Health
    • Charitable Matching Gifts program
    • Dollars for Doers volunteer program
    • Paid volunteering days
    • 15+ Employee Resource & Affinity Groups

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.

Company

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