Private Credit Investment Associate - Dallas, TX

Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. Key Responsibilities Execute due diligence on private investments for Corient’s alternatives platform with a focus on private credit Analyze direct lending strategies (senior secured, unitranche, and mezzanine debt funds), specialty finance markets (asset-backed lending, litigation finance, and royalties strategies), and opportunistic credit managers (distressed debt, special situations, and structured credit). Conduct manager meetings. Perform rigorous remote and in-person operational and investment reviews. Author investment memos. Produce comprehensive risk-return profiles and underwriting documentation. Conduct ongoing platform monitoring Track manager performance and maintain monitoring database Support Advisors and Clients Create marketing collateral and educational materials for platform investments. Help wealth advisory teams with navigating the Corient platform or answering technical queries Articulate private credit market trends Required Qualifications Bachelor’s degree in Finance, Economics, Business, or related field. 1–5 years in private credit, leverage finance, or debt capital markets preferred. Strong analytical, financial modeling, and problem-solving skills; proficient in analytical tools and applications Exceptional communicator in both written and verbal formats; excels in both collaborative and independent work environments Meticulous data tracking for fund performance and due diligence pipelines. Willingness to travel 10%–20% for manager onsite visits. The expected base salary for this role is between $100,000 - $150,000. #J-18808-Ljbffr Corient