Investment Associate – Private Credit

About the role

Everest is a global leader in risk management, established in 1971. We specialize in enabling businesses to thrive and economies to function through disciplined capital allocation and long-term value creation. Our team focuses on underwriting risk, growth, progress, and opportunity.

Responsibilities

• Conduct analysis on new investment opportunities across the private credit spectrum including direct lending, opportunistic, asset backed etc.
• Support due diligence efforts, including review of diligence materials, legal documentation, financial models, and third-party reports.
• Prepare investment memoranda and materials for Investment Committee review.
• Assist with portfolio monitoring, performance tracking, and ongoing management of existing investment.
• Interface with asset managers, banks, and other counterparties on new investment opportunities and existing portfolio positions.
• Liaise with internal teams, including deal execution, accounting, legal, tax, operations, and risk, as part of the investment process.
• Support portfolio construction efforts, including cash flow projections, sector allocation and risk concentration analysis.
• Support ad hoc projects and broader investment team initiatives as needed.

Qualifications

• 2+ years of experience in investment banking, alternative investments, private credit, structured credit, or credit research.
• Progress toward CFA designation is a plus.
• Excellent written and verbal communication skills.
• Advanced Excel and financial modeling skills required.
• Strong analytical skills with attention to detail and sound investment judgment.
• Prominent ability to collaborate effectively across teams and functions.
• Demonstrated ownership mindset, intellectual curiosity, and strong work ethic.

Benefits

The base salary range for this position is $130,000 - $165,000 annually. The offered rate of compensation will be based on individual education, experience, qualifications and work location. All offers include access to a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).