Senior Associate

My client is seeking a Senior Associate to join their Investment Team in New York. The Senior Associate will have opportunity to be de facto deal quarterback, responsible for driving underwriting, diligence, structuring, and execution efforts. The ideal candidate will bring direct experience investing across private credit and/or private equity, a proven ability to manage transactions end-to-end from preliminary IC to investment closing. Key Responsibilities Investment Execution (70%) Lead underwriting of new investment opportunities, including detailed financial modeling, risk assessment, and valuation 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 Manage lender partner relationships (e.g. club deals or first out partners). 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 board meetings as needed Help strategize and prepare amendments, refinancings, and value-add initiatives Take ownership in non-deal firm initiatives (e.g., internship program, fundraising materials, social media strategy) Qualifications Two to four years of relevant experience in private credit and/or private equity investing 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 #J-18808-Ljbffr Transitions 1-2-3, Inc.