Associate Director, Asset Management

Purpose and Job Summary The Associate Director will be a key member of the ORIX Growth Capital team in New York, focusing on underwriting and portfolio management. The role involves company and investment evaluation, industry and economic research, analysis of micro‑ and macroeconomic trends affecting company performance, term‑sheet review, company‑specific and industry‑wide due diligence, financial modeling, legal documentation, and closing support, all aimed at growing the ORIX Growth Capital brand. Essential Duties and Responsibilities Perform industry and relevant economic research to analyze trends and key risks on investment opportunities. Communicate key industry and economic trends impacting current and future company performance both verbally and via written investment memoranda and research reports. Evaluate potential investment opportunities and create financial models using company‑specific/industry‑wide factors and overall short‑ and long‑term economic trends, and discuss relevant impacts to the investment. Serve as primary lead in due diligence efforts, including company‑specific, industry‑wide and macroeconomic risks and opportunities, as well as collecting and analyzing relevant data and trends. Prepare term sheets, credit applications, and other documentation required for approval of deal by investment committee and executive management. Coordinate legal review and documentation for deal closing. Build and nurture ongoing relationships with new and existing clients and investors. Work with ORIX Growth Capital portfolio companies, including monitoring of performance, attending board meetings, and following up on investment. Travel domestically as required, dependent on investment activities. Other duties and projects, as assigned. Education, Skills and Experience Bachelor’s degree from an accredited four‑year university in finance, economics, or a related field is required; a Master’s degree is preferred. 5+ years of experience at a top‑tier investment bank, private equity or debt fund, venture capital firm, or growth technology company. Deep understanding of software & technology industries and venture & growth ecosystems. Highly developed analytical skills with the ability to define issues, collect and analyze pertinent data, identify alternative solutions, project consequences of proposed actions, draw valid conclusions, propose sound recommendations, and implement approved solutions in support of specified goals. Attention to detail is critical. Excellent proficiency in accounting and financial modeling. Exceptional organizational, communication, and presentation skills, including the ability to prepare comprehensive and insightful investment memoranda. Solid interpersonal skills with success as an approachable collaborator at all levels of an organization. Demonstrated ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; ability to manage multiple changing assignments simultaneously without constant supervision. A strong team orientation and the ability to thrive in a fun, performance‑driven environment. Ability to travel, as needed, for investment activities, sometimes with short notice. Compensation and Benefits Annual base salary gross: $160,000 - $200,000 (CA only). The base salary range represents the estimated low and high end for this position based on geography. Other rewards and benefits include cash bonuses, long‑term incentives, health insurance, accident and life insurance, and retirement benefits. Equal Employment Opportunity ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. #J-18808-Ljbffr