Associate - Job #2001

Client:

Our client is a private credit firm based in Dallas, Texas, managing a portfolio of over 110 companies and holding approximately $1.5 billion in investments. The firm specializes in providing financial support to middle-market businesses, typically making investments between $5 million and $50 million. They invest across the capital structure, including senior debt, subordinated debt, and non-control equity co-investments. As a publicly traded entity with a stable capital base, the firm can offer flexible and innovative financing solutions, ensuring long-term growth and success for its portfolio companies.

Opportunity:

The firm is seeking an Associate to join their lean but growing Investment team in Dallas, TX.

Responsibilities:

• Responsible for reviewing initial investment opportunities
• Assisting with investment diligence and execution
• Creating or overseeing model construction and monitoring select portfolio investments
• Work on lean deal teams with a VP and MD/Principal and occasionally manage the workflows of an Analyst
• Working on a wide range of investment opportunities across different sectors, geographies and situations

Qualifications:

• 2+ years of experience in investment banking, direct lending / private credit, consulting or Big 4 Accounting
• Bachelor’s degree with strong academic performance
• Interest in working on a wide range of investment opportunities across different sectors, geographies and situations
• Strong modeling and analysis skills
• Strong quantitative and problem-solving ability
• Proven track record of executing complex investment transactions
• Deep understanding of the middle-market lending space and capital structures
• Strong communication skills with the ability to interact with senior leadership and external stakeholders
• Ability to manage multiple projects simultaneously and work in a fast-paced, team-oriented environment
• High attention to detail and strong organizational skills
• Comfortable working with senior leadership and mentoring junior team members
• Proficiency in financial modeling, valuation techniques, and credit analysis