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
$102k - $190k
...experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines credit and lending proficiency with investment and... ..., services and capabilities.Seasoned professional with a combination of education, experience...SuggestedFull timeContract workPart timeLocal areaShift work$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 hours- ...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
- ...a strong history of growth, strategic investment, and financial discipline. Through thoughtful... ...transactions, including revolving credit facilities, term debt, and structured financings... ...an excellent opportunity for a finance professional who enjoys combining analytical rigor...SuggestedTemporary work
- ...Credit Officer II Fort Lauderdale, Florida;West Palm Beach, Florida; Miami, Florida... ...Credit Officer (CO) is an experienced professional responsible for delivering strategic, integrated... ...discretion at any time for any reason. Investment products offered through MLPF&S and...SuggestedWork at officeFlexible hoursShift workDay shift
- ...problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.2.... ...verbal and written communication skills4. Ability to respond in a professional manner with a high level of service quality5. Experience with...Temporary workNight shiftWeekend work
- ...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...Work at office
- BMO Financial Group in the United States is seeking an experienced credit professional to manage lending portfolios, analyze credit risk, and support relationship managers. This role focuses on underwriting, funding, and monitoring credit facilities for a diverse client...
- ...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....
$100k
...+ 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 office- ...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...
- 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...
- ...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 problemsDynamic and credible professional who communicates with clarity and has exceptional presentation...Temporary workWork experience placementLocal area
- ...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
$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...Permanent employmentFull time$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 office- ...Mortgage, Small Business, Commercial and Investment), referring customers when appropriate... ...with a friendly, helpful demeanor and professionalism. Act with confidence by answering customer... ...that will allow for analysis of credit and financial information. Ability to...Work experience placementWork at office
$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 office- ...can expect to participate in exciting investment opportunities while collaborating with... ...fund managers, private equity and private credit funds, real estate managers, public... ...seed-capital investments. With over 350 professionals across 13 offices around the world, XIG...
$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$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$300k - $425k
...Love what you do. We are a mission-driven credit union dedicated to strengthening the... ...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$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...Work experience placementH1b- ...By joining us, you will be exposed to professionals from across the U.S. and abroad who are... ...Difference between clock hour and credit hour programs and the awarding methodology... ...learning workshops, and more. Retirement Investments : State retirement plan options and...Temporary workWork experience placementWork at officeLocal areaRemote workNight shift
- ...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
$100k - $112k
...Job Overview – Fund Accountant (Private Credit) Compensation: $100,000 – $112,000/year + bonusLocation: West Palm Beach, FLSchedule:... ...our client, supporting fund accounting, financial reporting, and investment operations within a growing alternative asset management...Monday to Friday$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-...$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- ...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
- 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
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