Associate, Deal Execution (Remote)

We are seeking an Associate to support the underwriting, execution, and ongoing monitoring of private credit investments. The Associate will work closely with senior investment professionals and play a hands-on role across the full investment lifecycle—from initial screening and due diligence through closing and portfolio management.

This role is well-suited for a highly motivated investment professional who thrives in a fast-paced, entrepreneurial setting and is excited by the responsibility and ownership that comes with working at a small, growing firm.

• Build and maintain detailed financial models to evaluate credit risk, investment returns, and downside scenarios.

• Perform sensitivity and scenario analyses to assess key drivers of performance.

• Prepare financial analyses, investment materials, and internal memoranda to support investment decisions.

• Support all phases of the investment process, including screening, diligence, structuring, and execution of private credit and select equity investments.

• Conduct in-depth due diligence, including analysis of historical financials, KPIs, business models, industry dynamics, and competitive positioning.

• Participate in management presentations and diligence calls with company executives and third-party advisors.

• Assist with preparation of materials for investment committee review.

• Review quarterly reporting, return forecasts, and portfolio commentary to ensure alignment with underwriting assumptions.

• Support analysis related to amendments, waivers, add-on investments, or other portfolio company needs.

• Assist senior team members in identifying risks, opportunities, and strategic initiatives within the portfolio.

• Work directly with senior investment professionals on each transaction, serving as a trusted partner for timely, accurate, and thoughtful analysis.

• Take ownership of work product quality and consistency in a remote working environment.

• Contribute to internal projects, ad hoc analyses, and firm initiatives as needed.

• Support the development and training of junior team members and interns over time.

• Bachelor’s degree required; concentration in Finance, Accounting, Economics, Business Administration, or a related field preferred.

• 3–5 years of relevant experience in investment banking, private credit, private equity, commercial banking, or a similar analytical role.

• Strong financial modeling, analytical, and research skills.

• Clear and concise written and verbal communication skills.

• Ability to manage multiple priorities independently in a fast-paced, remote environment.

• Exceptional attention to detail and strong organizational skills.

• Willingness to travel on a limited basis as needed.

• Intellectual curiosity and a strong desire to understand businesses in depth.

• Ownership mindset with a focus on accuracy, accountability, and follow-through.

• Comfort expressing independent views while remaining respectful of diverse perspectives.

• Strong work ethic balanced with empathy and kindness toward colleagues and partners.

• Motivation to grow alongside the firm and develop as a long-term investment professional.

• Appreciation for remote collaboration, clear communication, and proactive engagement.

• Compensation is competitive and commensurate with experience and qualifications. The role is eligible for an annual discretionary bonus.