Investment Team Associate

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Summary

Fast-growing middle market credit platform seeking an experienced associate to join its investment team.


Company Information:

An industry-leading middle market credit platform with over $8 billion in AUM.


Job Description:
  • Evaluating potential investment opportunities and conducting comprehensive business due diligence.
  • Preparing investment committee materials and presenting analyses to senior management.
  • Building cash flow models and analyzing downside and risk scenarios.
  • Working closely with private equity sponsors, management teams, and third-party diligence providers throughout the underwriting process.
  • Assisting with transaction execution, including legal documentation and funding.
  • Supporting ongoing portfolio management of middle-market credits, including quarterly valuations and reporting.

Requirements / Qualifications:
  • Bachelor’s degree required.
  • 1-3+ years of relevant financial services experience, with investment banking experience preferred.
  • Strong Excel and financial modeling capabilities.
  • Excellent analytical, problem-solving, and attention-to-detail skills.
  • Hands-on, resourceful, and comfortable working in a fast-paced environment.
  • Strong written and verbal communication skills.
  • Demonstrates high integrity, honesty, and transparency.
  • Maintains a proactive, “no task too big or small” mindset.

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