Key skills
Communication
About this role
Role Overview
- Conduct analysis on new investment opportunities across the private credit spectrum including direct lending, opportunistic, asset backed etc.
- Support due diligence efforts, including review of diligence materials, legal documentation, financial models, and third-party reports
- Prepare investment memoranda and materials for Investment Committee review
- Assist with portfolio monitoring, performance tracking, and ongoing management of existing investment
- Interface with asset managers, banks, and other counterparties on new investment opportunities and existing portfolio positions
- Liaise with internal teams, including deal execution, accounting, legal, tax, operations, and risk, as part of the investment process
- Support portfolio construction efforts, including cash flow projections, sector allocation and risk concentration analysis
- Support ad hoc projects and broader investment team initiatives as needed
Requirements
- 2+ years of experience in investment banking, alternative investments, private credit, structured credit, or credit research
- Progress toward CFA designation is a plus
- Excellent written and verbal communication skills
- Advanced Excel and financial modeling skills required
- Strong analytical skills with attention to detail and sound investment judgment
- Proven ability to collaborate effectively across teams and functions
- Demonstrated ownership mindset, intellectual curiosity, and strong work ethic
Benefits
- health insurance coverage
- employee wellness program
- life and disability insurance
- 401k match
- retirement savings plan
- paid holidays
- paid time off (PTO)