Senior Associate, Private Credit Investments – Structured Lending – Client Role

Responsibilities

- Conduct detailed credit underwriting and financial analysis of private lending and structured financing opportunities.

- Evaluate company fundamentals, industry dynamics, financial performance, cash flows, and capital structures.

- Build and maintain financial models covering corporate credit, asset-backed lending, collateral valuation, and investment returns.

- Assess transaction structures, collateral coverage, covenants, and downside protection, including potential recovery scenarios.

- Support and independently manage key aspects of transaction execution, including due diligence, structuring, and closing.

- Participate in negotiations involving financing terms, credit documentation, and transaction protections.

- Prepare investment recommendations, underwriting materials, and presentations for investment committee review.

- Coordinate with borrowers, legal counsel, lenders, and other transaction counterparties.

- Manage multiple investment opportunities and workstreams simultaneously while meeting transaction deadlines.

- Develop relationships with banks, lenders, specialty finance firms, and other market participants to support potential investment opportunities.

Qualifications & Preferred Experience

- Minimum 5 years of relevant experience in credit investing, private credit, structured lending, or related investment disciplines.

- Experience in asset-based lending, restructuring, distressed credit, or corporate special situations preferred.

- Strong fundamental credit analysis and underwriting capabilities, including financial statement analysis, cash flow modeling, and capital structure evaluation.

- Advanced financial modeling skills, with experience analyzing corporate borrowers, collateral values, and downside recovery scenarios.

- Understanding of credit documentation, transaction structuring, covenants, and lender protections.

- Ability to independently manage underwriting assignments and contribute meaningfully to transaction execution.

- Advanced proficiency in Microsoft Excel and PowerPoint, with experience using Claude or similar AI tools.

- Strong analytical judgment, quantitative skills, and attention to detail.

- Excellent written and verbal communication skills, including the ability to present investment recommendations.

- Ability to work effectively in a fast-paced, collaborative investment environment.

- Bachelor's degree required, preferably in Finance, Economics, or a related field.

Compensation will be commensurate with experience and qualifications.
Benefits may include:
Medical, Dental, and Vision Insurance
401(k) Retirement Plan
Paid Time Off and Holidays
Professional Development Opportunities