Investment Associate

This role presents a strong opportunity for an Investment Associate to join a high-performing private credit investment platform focused on growth-oriented technology-enabled businesses. The position offers direct exposure to deal sourcing, underwriting, execution, and portfolio management within a lean and collaborative investment team. The successful candidate will play a central role in evaluating new investment opportunities, supporting transaction execution, and monitoring portfolio performance while developing deep expertise across multiple sectors and capital structures.
QUALIFICATIONS
2–4 years of relevant professional experience, including investment banking and hands-on investing exposure.
Experience analyzing and structuring private credit investments; exposure to restructuring or special situations is advantageous.
Strong financial modeling and analytical capabilities, with comfort working through complex capital structures.
Excellent written and verbal communication skills, with the ability to distill complex issues into clear, actionable insights.
Resourceful, independent thinker capable of making informed decisions with incomplete information.
Process-oriented mindset with an emphasis on scalability, discipline, and data-driven analysis.
Bachelor’s degree with a strong academic and extracurricular record.
Preferred
Experience across technology-enabled sectors such as fintech, software, ecommerce, media, or supply chain.
Exposure to early-stage or growth equity investing.
Demonstrated interest in both value-oriented and growth-oriented investment frameworks.
Progress toward or completion of the Chartered Financial Analyst (CFA) designation.
Key Competencies & Attributes
Rigorous analytical and financial modeling skills
Sound investment judgment and intellectual curiosity
Strong attention to detail and execution discipline
Clear, concise written communication
Ability to collaborate effectively in a flat, high-accountability environment
Comfort balancing speed with precision
High ethical standards and professional integrity
KEY RESPONSIBILITIES
Investment Analysis & Research
Evaluate prospective investment opportunities by identifying key drivers of cash flow, risk, and enterprise value.
Build and maintain detailed financial models, including scenario and sensitivity analyses to assess downside protection and return potential.
Conduct primary and secondary research to develop independent investment perspectives.
Organize, lead, and synthesize diligence discussions with industry experts, management teams, and external advisors.
Deal Execution
Support senior investment professionals during term negotiation through rigorous quantitative and qualitative analysis.
Perform stress testing and downside analysis to inform covenant structures, triggers, and risk mitigants.
Prepare term sheets and coordinate with legal counsel throughout documentation and closing processes.
Produce clear, well-structured investment memoranda and presentation materials for internal decision-making.
Portfolio Monitoring
Maintain a deep understanding of portfolio company performance, operating metrics, and competitive positioning.
Monitor macroeconomic, industry, and company-specific developments impacting portfolio risk and returns.
Prepare periodic performance updates and analytical reporting for internal committees and limited partners.
Contribute insights to portfolio construction and ongoing risk management discussions.