Company Overview: A leading financial firm providing creative, customized financing solutions across the capital structure. The firm caters to sponsors, management, shareholders, and other key stakeholders across various industries and financeable assets.
** This role is based full time in NYC or Chicago **
Key Responsibilities:
- Evaluate investment opportunities, including direct lending investments, secondary purchases of individual middle market loans, portfolio purchases, and NAV loans/GP financings.
- Analyze structured equity investments and equity co-investments associated with loans under consideration for purchase.
- Conduct detailed business diligence, including analysis of business, industry, competitive landscape, financial/KPI trends, liquidity, and exit strategy.
- Prepare Investment Committee memorandums.
- Develop financial models to review multiple scenarios.
- Build strong relationships with key departments, including Broadly Syndicated Loans, Structured Products, Capital Markets, and Direct Lending Underwriting.
- Monitor existing investments, perform portfolio analytics, and assist in valuations.
- Other duties as assigned.
Candidate Requirements:
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related financial discipline with an outstanding record of academic achievement.
- 1 to 3 years of leveraged finance, Restructuring, or investment banking experience.
- Experience working with financial sponsors is a plus.
- High sense of urgency and capacity to manage multiple processes simultaneously.
- Ability to meet tight deadlines, work independently, and demonstrate a strong work ethic.
- Detail-oriented with strong financial modeling and accounting skills.
- Comfortable with writing and presenting detailed memos/analytics to the Investment Committee.
- Adherence to work-in-office policies.
Critical Competencies for Success:
- Leadership: Focus on goals, develop self and others, team player, inclusive culture.
- Achieving Results: High achiever, careful planning, accountability, remove barriers.
- Thinking Critically: Understand business, analytical reasoning, diverse perspectives, forward-thinking.
- Personal Effectiveness: Build relationships, respect others, effective communication, exceed expectations, adaptable.
Department-Specific Competencies:
- Deal Execution
- Relationship Management
- Portfolio Management
- Risk Management
- Financial Analysis
- Competitive Positioning
- Legal Documentation
Compensation and Benefits:
- Salary range for Associate: $150,000 to $175,000.
- Total compensation includes discretionary awards, medical, financial, and other benefits (401(k), vacation, sick time, parental leave).
- At-will position with potential for salary modification based on performance and market factors.
