Vice President, Credit Fund

Location: Onsite New York, NY

About

My client is a leading private credit and equity investment firm focused on supporting private equity sponsors, independent sponsors, and management teams of lower middle-market companies.

Role Overview

They are seeking a Vice President to join their Investment Team in New York. The VP will be a key deal leader, responsible for driving underwriting, diligence, structuring, and execution efforts working with a junior team member. The ideal candidate will bring direct experience investing across private credit and/or private equity, a proven ability to manage transactions end-to-end through closing via a demonstrated track record, and strong mentorship skills to guide junior team members, while collaborating with senior team members.

Key Responsibilities

Investment Execution (70%)

• Lead underwriting of new investment opportunities, including detailed financialmodeling, risk assessment, and valuation
• Lead and manage deal reads pre-LOI, providing timely and thoughtful feedback, unique insights, and demonstration of expertise to our sponsor partners
• Manage the full diligence process post-LOI: sponsor and management meetings, third- party expert calls, data room reviews, creative desktop research, and reference calls with additional investors who have relevant investment experience
• Develop and present high-quality Investment Committee memos, own key recommendations and drive IC discussions around diligence takeaways
• Lead negotiations on deal structuring and legal documentation, with senior oversight

Portfolio Management (25%)

• Actively monitor financial and operating performance of portfolio companies, leading creation of dashboards and materials for quarterly portfolio review, valuation, and LPAC meetings
• Partner with management teams and board members; attend boardmeetings as needed

• Lead amendments, refinancings, and value-add initiatives

Firm-Building & Leadership (5%)

• Take ownershipin non-deal firm initiatives (e.g., internship program, fundraising materials, social media strategy)
• Mentor junior deal team membersas appropriate (including interns)

Qualifications

• 6–10 years of relevant experience in private credit and/or private equity investing
• Strong track record of managing end-to-end investment processes, including deals successfully closed
• Deep analytical and underwriting skills with demonstrated investment judgment
• Proven ability to lead transactions independently while collaborating effectively with senior deal team members
• Excellent relationship-building and communication skills, both internally and externally
• Entrepreneurial mindset with a desire to contribute to firm growth and culture