Financial Modelling Analyst – Private Equity & Credit (Remote)

Overview

Build financial models from a blank Excel sheet for private equity and credit/debt investment and lending decisions, and explain your reasoning step by step. Private equity modeling is the top priority, with credit and debt modeling close behind.

What you'll do

• Build PE, credit, and debt models from scratch in Excel (no templates)
• Structure transactions, assumptions, and key drivers
• Link the full model flow: operations, cash flow, debt, and returns
• Review and debug models built by others, spotting flawed assumptions, broken logic, and hidden risks
• Explain why a model works, not just what it outputs

What you'll need

• 2–10 years in finance roles with heavy, hands-on modeling
• Sources and uses and transaction assumptions
• Multi-tranche debt schedules (revolver, term loans, mezzanine, cash sweep)
• Returns analysis: IRR, MOIC, value creation bridges
• Operating models with sensitivities, downside cases, and exit scenarios
• Covenant modeling (leverage, DSCR, interest coverage) and headroom testing
• Downside and stress cases that drive a lending decision
• Amortization, PIK, cash sweeps, and refinancing mechanics
• Private credit / direct lending deal models
• Recovery analysis and payment waterfalls
• Background in private equity, leveraged finance, sponsor coverage, private credit, direct lending, or credit underwriting
• Models you built that drove real investment or lending decisions
• Sharp attention to detail and strong written and spoken English

Nice to have

• Add-ons, dividend recaps, or refinancings
• Buy-side PE experience (deal diligence, portfolio company modeling, IC materials backed by your own models)
• CFA, CA, MBA Finance, or equivalent backgrounds

Details

• 100% remote
• Full-time contract
• Competitive USD pay, based on experience
• Hiring process: shortlisted candidates complete a ~3-hour take-home Excel modeling exercise, done independently