Associate - Investment Team

Title: Associate, Investment Team

Location: New York, NY

Firm Type: Alternative Capital Manager

Position: Associate

The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.

About the Firm

Our client is a leading alternative capital provider focused on delivering flexible financing solutions to middle-market companies across North America. The firm invests across a broad range of situations including opportunistic credit, special situations, structured capital, rescue financings, and bespoke private capital transactions. With several billion dollars under management and a growing investment platform, the firm is actively seeking an Associate to join its New York investment team. This individual will work closely with senior investment professionals and play a critical role in evaluating, underwriting, executing, and monitoring complex investments.

Position Overview

The Associate will be involved throughout the entire investment lifecycle, from sourcing and diligence through execution and portfolio management. The role offers significant transaction responsibility and direct exposure to senior decision-makers. The ideal candidate will have 2-3 years of experience in a leveraged finance, special situations, restructuring, private credit, or investment banking environment and possess strong financial modeling and analytical skills.

Key Responsibilities

• Evaluate potential investment opportunities across private credit, structured capital, and special situations transactions.
• Build and maintain detailed financial models, including operating models, liquidity analyses, debt capacity assessments, and downside case scenarios.
• Conduct industry, market, and company due diligence.
• Analyze capital structures and assess investment risk across varying market conditions.
• Prepare investment memoranda and present findings to senior investment professionals and the investment committee.
• Participate in management meetings, lender negotiations, and diligence sessions.
• Support transaction execution, including documentation review and coordination with legal, financial, and operational advisors.
• Monitor portfolio investments and prepare ongoing performance analysis.
• Assist with market mapping and sourcing initiatives across target sectors.

Qualifications

Required

2-3 years of professional experience in:

• Leveraged Finance
• Special Situations Investing
• Restructuring Advisory
• Private Credit
• Debt Capital Markets (with strong underwriting experience)
• Top-tier Investment Banking
• Strong financial modeling and valuation capabilities.
• Experience analyzing complex capital structures.
• Excellent written and verbal communication skills.
• Demonstrated ability to manage multiple workstreams in a fast-paced environment.
• Bachelor's degree with a strong academic record.

Preferred

• Experience underwriting non-traditional or event-driven investment opportunities.
• Exposure to distressed, stressed, structured, or opportunistic credit investments.
• Understanding of legal documentation and credit agreements.
• Previous experience interacting with senior management teams and external advisors.

Candidate Profile

Successful candidates will demonstrate:

• Strong intellectual curiosity and investment judgment.
• A genuine interest in credit and special situations investing.
• High attention to detail and strong execution capabilities.
• Entrepreneurial mindset with a willingness to take ownership. xhyhwjd
• Ability to thrive in a collaborative, lean-team environment.