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
$50k
...offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our... ...are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
West Palm Beach, FL3 days ago- ...responsible for delivering sophisticated investment solutions to High Net Worth and Ultra... ...leadership, relationship teams, and investment professionals to drive exceptional client outcomes,... ...background standards. A current credit report will be used to assess your financial...SuggestedFull timeWork experience placementWork 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 timeReasonover Talent Group
West Palm Beach, FL2 days ago- ...from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships....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...Suggested
$100,000 per day
...+ entities, including personal, trust, investment, and real estate-related entities. This... ...opportunity for an experienced accounting professional who enjoys working across multiple... ...accurate coding and classification of credit card and other operating expenses.Coordinate...Work at officeSolomon Page
Palm Beach, FL4 days ago- .... This role is ideal for an accounting professional who is detail-oriented, highly organized... ...below. Responsibilities Own bank and credit card reconciliations from start to finish... ...designed to simplify and streamline investment account management. Our team combines financial...Local area
SMArtX Advisory Solutions
West Palm Beach, FL2 days ago - ...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
JPMorgan Chase Bank, N.A.
Palm Beach, FL3 days ago $47.84k - $52k
...setup (names, lease dates, charges, and credits). Process security deposit refunds... ...both your personal well-being and professional growth: ~ Excellent Base Pay $23... ...Morgan Properties is a national real estate investment and management company headquartered in...Full timeTemporary workWork at office- ...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
Chase
Palm Beach, FL1 day ago $138.8k - $215.9k
...As a Senior Manager in our Tax Credits and Incentives Advisory (TCIA) Practice , you... ...accounting and taxation to provide tax equity investment consulting services for clients. You will be a leader in a team comprised of professionals with significant experience in the...ApprenticeshipWork experience placementLocal areaCherry Bekaert
Palm Beach, FL5 days ago$40 - $45 per hour
...The position requires a detail-oriented professional who can work accurately in a fast-paced... ...processing for private equity fund investments, including calculating each member's pro... ...or project. + Reconcile bank accounts, credit cards, and investment activity on a regular...Contract workTemporary workWork at officeAston Carter
Palm Beach, FL2 days ago- ...oriented, analytical, and highly organized professional to gain exposure to fundraising... ..., institutional investors, and private credit markets within a dynamic, growth-oriented... ...Functional Collaboration Partner with investment, finance, compliance, and operations teams...Work at office
- ...SUMMARY Managing Directors / Oxford Investment Fellows are a Partner level role and the... ...fund portfolio spanning structured credit, relative value, quantitative multi-strategy... ..., and mentorship of junior investment professionals. DUTIES & RESPONSIBILITIES #...
Oxford Financial GRP
Palm Beach, FL12 days ago - ...Accounting Manager/Controller for a local investment management firm serving high-net-worth... ...an autonomous, high-level accounting professional to immediately manage all day-to-day... ...monthly reconciliations for 15+ bank and credit card accounts accurately and...Work at officeLocal areaImmediate start
PrideStaff
West Palm Beach, FL17 days ago $200k
..."People First" focus and rules of engagement - maintaining a professional demeanor, working as an active member of the CNOB team, providing... ...in the early detection and identification of deteriorating credits and recommend proper course of action. Serve as a liaison with...Full timeWork at officeLocal areaWork from home- ...Credit OfficerGeneral Description Of PositionResponsible for extending credit within the policies and guidelines set forth in the loan... ...lending experience.Five (5) years experience with banking, investment, or economic analysis.Two (2) years experience using Microsoft...
cen.ai
West Palm Beach, FL3 days ago $80k - $150k
...and personalized banking, borrowing, and investment solutions. The Associate Relationship... ..., including without limitation, acting professionally at all times, conducting business ethically... ...(preferred).Experience working in credit teams and a proven understanding of the...Full timeWork at officeLocal areaFlexible hoursNight shift- ...manager platform is seeking an Analyst focused on convertible bonds, credit, and equity-linked instruments to support a senior Portfolio Manager. Ideal candidates should have 2-4 years of experience in investment banking or a related field, with strong skills in financial...Full time
Selby Jennings
West Palm Beach, FL22 hours ago $65k - $80.2k
...Day One.At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant... ...of private banking products and services, including credit processes and policiesStrong presentation abilitiesStrong relationship...Local areaFlexible hoursU.S. Bank
Palm Beach, FL3 days ago$139.7k - $232.9k
...responsibility for assuring the client has access to all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions...Full timeTemporary workWork experience placement$49.44k
...Investment Advisor RoleThe Investment Advisor Role has a high earning potential. Built in member leads and referrals. Guaranteed $60,000... ...commission. Year one earning potential of $100,000 to $150,000.Flagler Credit Union, a division of Dort Financial Credit Union, is seeking...Base plus commissionFull timeDort Financial Credit Union
West Palm Beach, FL1 day ago$44.59k
...By joining us, you will be exposed to professionals from across the U.S. and abroad who are... ...financial aidDifference between clock hour and credit hour programs and the awarding... ...learning workshops, and more.Retirement Investments: State retirement plan options and voluntary...Temporary workWork at officeLocal areaRemote workNight shiftPalm Beach State College
Palm Beach Gardens, FL3 days ago$27 - $41 per hour
...complex scenarios involving business income, investments, or amendments. Additionally, you... ...resources such as government websites, professional tools, and team expertise to deliver... ...bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their...Work at officeLocal areaMonday to FridayIntuit
Palm Beach Gardens, FL2 days ago$78.52k - $117.52k
...more specific details for this role. Line of Business: Credit Management Job Description: The Credit Analyst III role covers... ...Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families...Full timeInterim roleWork at officeLocal areaWork from homeFlexible hours- ...tailored to clients’ specific needs.As an Investment Associate in J.P. Morgan Advisors, you... ...and team members while maintaining professionalism in difficult situations.Preferred qualifications... ...services, including personal banking, credit cards, mortgages, auto financing,...Shift work
$200k
Head of L/S Equity/Credit Recruitment at Selby Jennings Base pay range: $200,000.00/yr - $200,000.00/yr Contact: Direct message the... ...platform is looking to bring on an Analyst to a discretionary investing team focused on convertible bonds and related capital structure...Full time- ...Job Description This role is a banking professional who plays a vital role in bringing TD's... ...results on a criminal background check and a credit report check, and statements/... ...Our Total Rewards package reflects the investments we make in our colleagues to help them...Work at officeLocal areaWork from homeFlexible hours
$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-...Avior Executive Search, Inc
West Palm Beach, FL1 day ago- ...problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines. #... ...disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. SunTrust Investment Services, Inc.Full timePart timeWork at officeNight shiftWeekend work
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