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Job Description: Senior Direct Lending Associate
Position Overview:
We are seeking a highly experienced and resultsdriven Senior Direct Lending Associate to join our private credit investment team. In this role you will take a leadership position in sourcing analyzing structuring and managing direct lending transactions across a variety of industries. The ideal candidate has a strong background in credit underwriting financial modeling and portfolio management combined with the ability to mentor junior team members and contribute to the firms overall strategy.
Key Responsibilities: Investment Sourcing and Evaluation:
- Source and evaluate direct lending opportunities across various industries and sectors.
- Conduct indepth credit analysis including financial statement reviews cash flow projections and covenant assessments.
- Develop and oversee complex financial models to evaluate investment returns capital structures and risk profiles.
- Prepare and present detailed investment memoranda and recommendations to senior leadership and investment committees.
Transaction Execution:
- Lead due diligence processes collaborating with external advisors (legal financial operational) and internal teams.
- Negotiate loan terms covenants and other key aspects of transaction structures with borrowers and stakeholders.
- Oversee the preparation and execution of transaction documentation to ensure compliance with internal and regulatory standards.
- Work with internal and external parties to facilitate smooth transaction closings.
Portfolio Management:
- Monitor the performance of portfolio investments analyzing financial and operational metrics and identifying risks.
- Collaborate with portfolio company management teams to implement valuecreation strategies and address operational challenges.
- Support refinancing restructuring and exit processes as needed.
- Prepare regular portfolio updates and performance reports for senior leadership and investors.
Leadership and Team Collaboration:
- Mentor and guide junior team members providing feedback and support in credit analysis financial modeling and transaction execution.
- Collaborate with senior team members to refine investment strategies and identify emerging opportunities in direct lending.
- Represent the firm in meetings with borrowers advisors and industry stakeholders.
Market Research and Strategic Initiatives:
- Stay informed on market trends economic developments and regulatory changes affecting direct lending and private credit.
- Contribute to the development and execution of the firms credit investment strategies.
Qualifications: Educational Background:
- Bachelors degree in Finance Economics Accounting Business Administration or a related field (required).
- Advanced degree (MBA or Masters in Finance) or CFA designation is preferred but not required.
Professional Experience:
- 5 7 years of experience in direct lending private credit investment banking or related fields.
- Demonstrated expertise in credit underwriting transaction execution and portfolio management.
Skills and Competencies:
- Advanced financial modeling and valuation skills with proficiency in Excel.
- Strong understanding of credit metrics loan structuring and risk assessment methodologies.
- Excellent communication and presentation skills with the ability to articulate complex ideas clearly and effectively.
- Highly organized and detailoriented with the ability to manage multiple transactions and priorities effectively.
- Proficiency in financial databases such as Bloomberg S&P Capital IQ or similar platforms.
Personal Attributes:
- Entrepreneurial mindset with a proactive and resultsoriented approach.
- Strong interpersonal and relationshipbuilding skills with the ability to collaborate effectively across teams.
- Passion for private credit investing and a commitment to professional growth.
- Adaptable and capable of thriving in a fastpaced dynamic environment.