Vice President

About the Role

We are seeking an experienced and commercially minded Vice President, Investment to join our investment team. The Vice President will play a key role in evaluating investment opportunities, conducting financial and credit analysis, supporting transaction execution, and managing portfolio investments.

This position is well suited for an investment professional with strong experience in private credit, direct lending, leveraged finance, or alternative investments who can independently evaluate complex opportunities and work effectively with senior investment professionals, management teams, financial sponsors, and external advisors.

Key Responsibilities

• Evaluate new investment opportunities and develop comprehensive investment recommendations.
• Conduct detailed financial, credit, industry, and market analysis.
• Build and review financial models, cash-flow analyses, valuation models, and investment returns analyses.
• Perform due diligence on prospective investments, including company fundamentals, capital structure, management, industry dynamics, and downside risks.
• Prepare investment committee materials, transaction memoranda, and analytical presentations.
• Participate in transaction structuring, negotiation, documentation, and closing activities.
• Analyze debt structures, leverage levels, liquidity, covenants, collateral, and repayment capacity.
• Monitor portfolio company performance and identify emerging investment opportunities and risks.
• Maintain ongoing relationships with portfolio company management teams, private equity sponsors, lenders, advisors, and other market participants.
• Review quarterly and annual financial results and assess changes in portfolio credit quality.
• Support portfolio valuation processes and investment performance reporting.
• Conduct industry and market research to identify trends, opportunities, and potential risks.
• Work closely with senior investment professionals on portfolio construction and capital allocation decisions.
• Mentor and provide guidance to Associates and other junior investment professionals.
• Present investment analysis and recommendations to senior management and investment committees.
• Contribute to the development and implementation of investment strategies and portfolio objectives.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
• 20+ years of relevant investment experience, preferably in private credit, direct lending, leveraged finance, private equity, asset management, or investment banking.
• Strong understanding of financial statements, corporate finance, credit analysis, valuation, and investment underwriting.
• Demonstrated experience evaluating and executing complex investment transactions.
• Advanced financial modeling and analytical skills.
• Strong understanding of debt and capital structures.
• Excellent written, verbal, presentation, and communication skills.
• Ability to manage multiple transactions and priorities in a fast-paced investment environment.
• Strong attention to detail and sound investment judgment.
• Ability to work independently while collaborating effectively with senior investment professionals and cross-functional teams.

Preferred Qualifications

• MBA or advanced degree in Finance, Economics, or a related discipline.
• CFA certification is preferred.
• Experience in private credit, direct lending, or alternative credit investing.
• Established relationships with private equity sponsors, investment banks, financial advisors, or institutional investors.
• Experience presenting investment recommendations to investment committees or senior leadership.
• Experience mentoring junior investment professionals.

Core Competencies

• Investment Analysis
• Credit Underwriting
• Financial Modeling
• Due Diligence
• Portfolio Management
• Transaction Execution
• Valuation
• Risk Assessment
• Market Research
• Strategic Thinking
• Leadership & Mentoring
• Relationship Management

Pay: $180,000.00 - $250,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid parental leave
• Paid time off
• Parental leave
• Retirement plan
• Vision insurance

Work Location: Remote