Quick overview
Job description
A growing private credit investment platform is seeking a Senior Associate or Vice President to join its New York-based investment team. This is an opportunity to play a meaningful role within a lean, entrepreneurial organization, gaining significant exposure to senior decision-makers while taking ownership of transactions across the investment lifecycle.
The firm provides flexible capital solutions to lower middle market businesses throughout the U.S., investing through a range of structures including unitranche, second lien, mezzanine, preferred equity, and equity co-investments. Investments include sponsored, independent sponsor-backed, and non-sponsored transactions across diverse industries.
Responsibilities:
- Lead the evaluation, underwriting, and execution of new investment opportunities from initial screening through closing
- Build detailed financial models and conduct comprehensive due diligence
- Structure and negotiate debt and equity investments
- Present investment recommendations to senior leadership and investment committees
- Monitor portfolio company performance, financial results, and covenant compliance
- Lead portfolio transactions including amendments, waivers, refinancings, add-on financings, and recapitalizations
- Work directly with management teams, sponsors, advisors, and financing partners
Qualifications:
- Senior Associate: 3-6+ years of experience in private credit, direct lending, leveraged finance, investment banking, or a related investment role
- Vice President: 5-8+ years of private credit or direct lending experience with a demonstrated track record of underwriting and executing debt investments
- Strong financial modeling, credit underwriting, due diligence, and investment writing skills
- Experience evaluating lower middle market companies, ideally within the $3MM-$15MM EBITDA range
- Ability to independently manage workstreams and drive transaction execution
- Strong communication, presentation, and relationship management skills
- Entrepreneurial mindset and desire to operate in a lean, highly collaborative environment
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