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Financial Modelling Analyst – Private Equity & Credit (Remote)

Role overview

Summary

This role focuses on building financial models for a U.S.-based technology company specializing in AI systems for investment decision-making. You will contribute to private equity modeling as a top priority, while also addressing credit and debt modeling needs.

Qualifications

  • 2–10 years in finance roles with heavy, hands-on modeling.
  • Buy-side private equity experience, strongly preferred.
  • Background in private equity, leveraged finance, or credit underwriting.
  • Sharp attention to detail.
  • Strong written and spoken English.

Responsibilities

  • Build financial models from scratch in Excel for private equity, credit, and debt.
  • Structure transactions, assumptions, and key drivers.
  • Review and debug models built by others, identifying flawed assumptions and risks.
  • Explain the reasoning behind model outputs.

Key facts

Hard skills

Other skills

  • Microsoft Excel
  • Detail Oriented
  • Non-Verbal Communication

About the company

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bullpen talent

  • Staffing & Recruiting
  • Startup
  • 2–10
Bullpen Talent sources and vets the best offshore finance and accounting talent to help you efficiently scale and optimize your staffing. Hire smarter, faster and more economically without any complexities of remote hiring or onboarding. All of that is on us. >>> Finance, FP&A, Accounting, Tax <<< See more about us @ www.bullpentalent.com

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Job description

Competitive USD pay, based on experience | 100% remote | Full-time contract

About the Opportunity


We’re hiring on behalf of a U.S.-based technology company developing advanced AI systems for financial modeling and investment decision-making. In this role, you’ll build financial models from a blank Excel sheet and walk through your reasoning step by step, showing how real investment and lending decisions get made.

Private equity modeling is our top priority, with credit and debt modeling close behind.

What You’ll Work On

  • Building PE, credit, and debt models from scratch in Excel (no templates)

  • Structuring transactions, assumptions, and key drivers

  • Linking the full model flow: operations → cash flow → debt → returns

  • Reviewing and debugging models built by others, spotting flawed assumptions, broken logic, and hidden risks

  • Explaining why a model works, not just what it outputs

Modeling Experience We’re Looking For

Private Equity / LBO

  • Sources & 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

  • Add-ons, dividend recaps, or refinancings (a plus)

Credit / Debt

  • 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

You’re a Strong Fit If You Have

  • 2–10 years in finance roles with heavy, hands-on modeling

  • Buy-side PE experience (deal diligence, portfolio company modeling, IC materials backed by your own models) – strongly preferred

  • 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

Who We’d Love to Hear From


PE professionals, leveraged finance and sponsor coverage bankers, and private credit / direct lending professionals. CFA, CA, MBA Finance, or equivalent backgrounds are welcome. Investment banking or corporate finance candidates will be considered only with top-tier backgrounds and hands-on LBO, debt, or credit modeling experience.

Hiring Process


Shortlisted candidates complete a ~3-hour take-home Excel modeling exercise, done independently and designed to mirror real-world deal work.

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