Private Credit Investment Associate
About the role
Join a team that values your ambition and empowers your growth. At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Responsibilities
- Execute due diligence on private investments for Corient’s alternatives platform with a focus on private credit
- Analyze direct lending strategies (senior secured, unitranche, and mezzanine debt funds), specialty finance markets (asset-backed lending, litigation finance, and royalties strategies), and opportunistic credit managers (distressed debt, special situations, and structured credit)
- Conduct manager meetings
- Perform rigorous remote and in-person operational and investment reviews
- Author investment memos
- Produce comprehensive risk-return profiles and underwriting documentation
- Conduct ongoing platform monitoring
- Track manager performance and maintain monitoring database
- Support Advisors and Clients
- Create marketing collateral and educational materials for platform investments
- Help wealth advisory teams with navigating the Corient platform or answering technical queries
- Articulate private credit market trends