Underwriting Associate - Kayne Anderson… at Kayne Anderson · Chicago

Summary: Kayne Anderson is a leading alternative investment management firm focused on real estate, credit, infrastructure, and energy. The Underwriting Associate will be responsible for reviewing diligence, preparing transaction memos and underwriting reports, developing financial models, assisting in deal closings, and managing a portfolio of accounts. Responsibilities: - Identify and analyze investment merits and underwriting risks - Manage financial modeling - Organize, review, and present transaction due diligence - Conduct industry research to supplement third-party reports - Support the underwriting and syndication of credit facilities, including: - Preparation of written documents (diligence question lists, internal screening memos, underwriting memos, term sheets, lender presentations, etc.) - Communication with transaction stakeholders (senior and subordinated lenders, the private equity sponsor, and the target company) - Assistance in the legal documentation and closing process - Active participation in investment committee meetings - Proactive problem solving, client interaction, and active daily management of a portfolio of accounts (e.g., spreading financial data, validating compliance certificates, quarterly valuations, co-managing amendment processes, etc.) Required Qualifications: - 1-3 years of experience in a financial, accounting, or related environment - Robust analytical, problem-solving, and organizational skills - Excellent written and verbal communication skills - Deep understanding of accounting and financial analysis with a proficiency in financial modeling - Comfortable interacting with sponsors, management, investors, and other key external partners - Ability to multi-task and manage time and workload efficiently in a fast-paced environment - Strong work ethic, attention to detail, and proactive by nature - Demonstrate effective working relationship with teammates - Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint) Required Skills: Financial modeling, Accounting, Financial analysis, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Loan documentation, Industry research, Portfolio management Benefits: Competitive medical, dental, and vision insurance, Flexible spending accounts (dependent care, healthcare, limited purpose FSA), Accident and Critical Illness insurance, Long Term Disability insurance, Competitive 401(k) benefits, Pet healthcare savings program, Member’s Only Healthcare - healthcare navigation, WellHub - corporate wellness platform, $10,000 lifetime reimbursement for family forming services (e.g. IVF, adoption, surrogacy), Rocket Lawyer legal benefits, Reimbursement of professional society memberships and exam fees, Up to $10,000 matching annually for contributions to qualified non-for-profit organizations, Parental leave, Annual discretionary bonus