Credit Investment Professional
Private Credit Fund
Location: New York, NY & West Palm Beach, Florida Firm Overview: A specialized investment management firm is seeking an Investment Professional to join its team. The firm focuses on lending to critical technology sectors, including microelectronics, biotechnology, advanced computing, clean energy, AI, cybersecurity, and energy infrastructure. Role Responsibilities: The Investment Professional will evaluate, underwrite, and execute debt investment opportunities in companies undergoing transformation through growth, product launches, acquisitions, and strategic initiatives. The individual will work closely with senior team members and partners to assess investment theses, structure transactions, and support portfolio management. Key responsibilities include: Performing detailed analysis and underwriting of potential investments. Developing and maintaining financial models and valuation frameworks. Conducting industry, market, and company-specific diligence. Preparing investment committee materials and presenting recommendations. Supporting deal execution, including coordinating diligence and legal documentation. Monitoring portfolio company performance and supporting value creation initiatives. Collaborating with stakeholders to support investment strategy. Qualifications: Experience: At least 3 years in investment evaluation and execution, preferably at a private credit firm, private equity, or investment bank with a focus on technology, A&D, or cybersecurity. Industry knowledge: Familiarity with sectors like AI, defense, and advanced computing, and ability to assess their financial and strategic impact. Analytical skills: Proficiency in financial modeling, technical analysis, and credit underwriting. Execution mindset: Ability to manage multiple deals in a fast-paced environment. Team player: Strong interpersonal and communication skills with a collaborative approach. Travel flexibility: Willingness to travel for diligence, execution, and monitoring. Seniority level Mid-Senior level Employment type Full-time Job function Finance Industries Financial Services, Venture Capital, Private Equity, Investment Management #J-18808-Ljbffr Private Credit Fund
- ...mortgage loan applications to evaluate credit risk and determine loan acceptability in... ...or specialty programs) with a focus on investment-quality and salable loans. Perform... ...governance standards. Act ethically and professionally in alignment with the Associate Code of...SuggestedWork at office
$55k
...Mountain Biking Extraordinaire turned Professional & Business Advisor, and Talent Acquisition... ...general ledger activities for multiple investment fund entities Reconcile daily cash... ...accurate tracking of fund-level lines of credit Manage the quarterly close process, including...SuggestedPermanent employmentFull time- ...experience. Job Summary Dunmor is seeking results‑driven sales professionals to join our team as Loan Originators. This role is ideal for... ...relationships, and driving revenue growth within the investment real estate sector. The ideal candidate will have a proven track...SuggestedPermanent employmentTemporary work
- ...led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range... ...private banking, and lending services. Financial Investment Professionals (FIPs) support PWAs in day‑to‑day coverage of existing client...Suggested
- ...led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range... ...resources of Goldman Sachs and beyond. Financial Investment Professionals (FIPs) will support Private Wealth Advisors (PWAs) in the day...Suggested
- West Palm Beach, FL, United States Job Description Financial Investment Professionals (FIPs) will support Private Wealth Advisors (PWAs) in the day‑to‑day coverage of existing client relationships. Responsibilities will include portfolio construction and implementation...
- ...integrated team with our bankers, global investment specialists, capital advisors, and... ...Private Bank including but not limited to credit and lending, multi-asset class investments... ...our global network of investment professionals. Wealth Management helps individuals, families...Work experience placement
- ...seeking a Fund Accounting Associate to join its Credit Funds team. This role centers on the... ...and operational support of private credit investment vehicles, working closely with finance, operations, and investment professionals. The ideal candidate will have strong GAAP...
$1,153.84 per week
...Investment Advisor (Wealth Management) Location: Central Palm Beach County, FL (Flexible... ...Are you a licensed financial professional looking for a massive influx of warm, quality... ...ecosystem. You will partner directly with our credit union branches, training staff to refer...Base plus commissionLocal areaFlexible hoursShift work- ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects... ...thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional...Temporary workWork experience placementLocal area
- ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects... ...thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation...Temporary workWork experience placementLocal area
$72.88k - $109.32k
...Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role that applies in-depth disciplinary knowledge to... ...intuitively recognize and understand a client’s banking, credit and investment needs and goals to provide holistic financial solutions. Provide...Work at office- ...involved in the deal process, making recommendations on appropriate credit structures, pricing, etc. PMs are directly accountable for... ...skills, critical thinking and communication skills. Professional presence (client‑facing). Experience managing an advanced commercial...Work at office
- ...Accounting Associate to join its growing Credit Funds team. This individual will play a... ...operational support of private credit investment vehicles. The ideal candidate will... ...alongside finance, operations, and investment professionals. This is an excellent opportunity for a...
$90.23k
...part in shaping your career journey. Where your co-workers are invested in you and your success. Where you are encouraged and supported... ...including criminal, employment, education, licensure, etc. as well as credit and motor vehicle when applicable for certain positions. In...H1b$49.44k
...Join to apply for the Investment Advisor role at Dort Financial Credit Union Dort Financial Credit Union provided pay range This range is provided by Dort Financial Credit Union. Your actual pay will be based on your skills and experience — talk with your recruiter to...Full timeImmediate start- ...allocation of resources to support the capital investment strategy; renovation of public housing... ...and renovation; five years of professional experience with federally assisted housing... ...FEMA grants and Low‑Income Housing Tax Credit development. For a full job...Contract workTemporary workFor contractorsImmediate start
- ...billion and helps companies save, borrow, and invest for their current and future needs... ...relationships with Product Specialists in Credit, Treasury Management, and Merchant... ...and closing profitable transactions. Professional proven sales skills and experience, including...Work at officeLocal areaShift workDay shift
- ...equity real estate firm whose national platform is focused on investing in retail and distribution real estate assets across the risk spectrum... ...loan compliance calculations and lender package. Line of credit and fund-level debt. Track LOC balances, draws, and paydowns; prepare...Full timeShift work
- Job Title Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance...Work at officeLocal area
- ...The Portfolio Manager assists in the assessment of risk and management of the Bank’s loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within...
$50 - $60 per hour
...teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with... ...preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance...Hourly payContract workFor contractorsWork experience placementRemote work- ...days ago Be among the first 25 applicants We’re partnered with an investment platform that operates across public and private investment... ...reporting, DDQs, and performance updates Background in Real Estate, credit, or structured finance is a plus Seniority level Seniority...Full time
$300k - $425k
...Love what you do. We are a mission driven credit union that strengthens the financial... ...Federal Credit Union is built for financial professionals who want meaningful member... ...blends banking expertise with growing investment skills. Unlike the high-pressure sales...Work experience placementWork from homeFlexible hoursShift workAfternoon shift$50 - $60 per hour
...teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with... ...preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance...Hourly payContract workFor contractorsWork experience placementRemote work- ...Beach, FL 33401, USA Responsibilities A. Assigning the proper credit rating to loans as defined in this policy at origination and as... ...lending experience. Five (5) years experience with banking, investment, or economic analysis. Two (2) years experience using Microsoft...
- ...ability to deliver advice, planning, and investment management support. You’ll have access to a network of knowledgeable industry professionals, mentors, and resources to help ensure... ...information regarding an applicant’s bank or credit card. Should you have any questions...Work at officeWork from home
- ...SUMMARY The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process...
$350k
...encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across... ...Our client is seeking a Senior Advisor/Banker who leads with investments. Responsibilities: Manage, develop and retain full-...- ...management company cash activities, including investor capital calls, investment equity contributions, and full-cycle accounts payable... ...discrepancies. Support internal and external audits. Approve invoices, credit card expenses, and vendor payments; ensure proper GL coding and...For contractors
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