Senior Associate - Job #1986

Responsibilities

• Conduct credit underwriting and initial analysis of new investment opportunities
• Build, review, and maintain financial models and investment analyses
• Aid with due diligence and execution of transactions
• Prepare investment committee presentations and supporting materials
• Support portfolio company monitoring and performance assessment
• Perform industry research, comparable company analysis, and valuation work
• Affiliate with pipeline management, weekly investment team meetings, and business development tracking
• Collaborate closely with senior investment professionals on small deal teams
• Manage multiple assignments in a fast-paced, team-oriented environment

Qualifications

• 5–6 years of relevant experience in private credit, direct lending, commercial banking, investment banking, or related investment roles
• Bachelor’s degree in finance, accounting, economics, or a related field
• Strong financial modeling, analytical, and quantitative capabilities, including advanced Excel skills
• Knowledge of corporate finance, accounting, valuation methodologies, and middle-market capital structures
• Strong written, verbal, and interpersonal communication skills
• High attention to detail with the ability to manage multiple projects simultaneously
• Ability to operate effectively within small teams and interact with senior leadership and external stakeholders
• Team-oriented, professional, motivated, and interested in credit investing