Associate

Associate – Credit & Investment Team

About the Company

Our client is a well-established, privately owned specialty finance company with a long history of helping businesses acquire essential assets through customized financing solutions. The company is known for its relationship-driven approach, entrepreneurial culture, and commitment to delivering exceptional service to its clients.

With a strong track record and a collaborative work environment, the organization offers employees meaningful opportunities for professional growth, leadership exposure, and career advancement.

The Opportunity

Our client is seeking an experienced Associate to join its Credit & Investment team. This role is a key part of the transaction review and underwriting process, providing financial analysis, investment evaluation, and portfolio management support.

The ideal candidate will be highly analytical, intellectually curious, and comfortable forming independent investment recommendations. This position offers significant exposure to executive leadership and internal investment decision-making while working closely with cross-functional teams.

Key Responsibilities

• Perform financial analysis of prospective and existing portfolio companies
• Lead due diligence discussions with management teams and key stakeholders
• Prepare credit memorandums and investment recommendations
• Present underwriting findings to investment committees and senior leadership
• Assist with portfolio management, credit monitoring, and exposure analysis
• Monitor portfolio performance and identify emerging risks
• Support strategic initiatives and special projects for executive leadership
• Collaborate with internal teams to support transaction execution and client service

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• 5+ years of experience in investment banking, commercial banking, corporate finance, private credit, lending, underwriting, or a related financial discipline
• Strong financial modeling and financial statement analysis skills
• Excellent analytical, problem-solving, and critical-thinking abilities
• Experience evaluating investment, lending, or underwriting opportunities
• Ability to synthesize complex information into clear recommendations
• Demonstrated ability to manage multiple priorities and meet deadlines
• Strong written and verbal communication skills
• High degree of ownership, accountability, and initiative

Work Environment

This position offers a collaborative, team-oriented culture with opportunities for professional growth and increasing responsibility. Candidates should thrive in a fast-paced environment while maintaining strong attention to detail, strong business judgment, and a customer-focused mindset.

Equal Opportunity Employer

Our client is an Equal Opportunity Employer and considers all qualified applicants based on their demonstrated skills, experience, and ability to perform the essential functions of the role.

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