Description:
With over $200 billion of client capital invested across hedge funds, private equity, private credit, real estate and direct investments/co-investments, the Global Alternatives Investment Solutions team brings “best of class” sourcing and offerings of non-traditional investment strategies to institutional, private banking and wealth management clients. A disciplined selection process enables us to offer clients top quality investment opportunities from both within the firm and third-party issuers.

Within Global Alternative Investment Solutions (GAIS), our Private Credit Solutions platform brings a long-tenured, multi-manager approach to private credit investing, with$47bn of capital committed, a team of24 investment professionals, and deep market connectivity through150+ private credit GP relationshipsand80+ LP investments since inception, reflecting18+ yearsof dedicated multi-manager private credit investing.

Job Summary:
You will be a core member of our private credit investment team focused onNorth America private credit secondaries and co-investments. The role is designed for a transactions-oriented investor who can lead sourcing, underwriting and execution across a broad set of complex opportunities alongside leading sponsors and managers. You will partner closely with portfolio managers, investment teams, legal, tax, risk, and operational stakeholders, and play a key role in shaping repeatable processes that help scale a growing private credit platform.

Your responsibilities will include:
 Source, evaluate, and execute private creditsecondaries(GP-led and LP-led) andco-investment/directopportunities across North America
 Lead end-to-end transaction execution across multiple concurrent live processes, including diligence planning, stakeholder coordination, negotiation support, documentation review (with counsel), and closing
 Conduct detailed trade- and fund-level diligence and underwriting, including analysis of underlying portfolio/company credit risk, manager assessment, structural protections, documentation/covenants, leverage, liquidity, and downside scenarios
 Prepare and present clear, high-quality investment materials (screening notes, investment committee memoranda, and portfolio recommendations) and communicate key risks/decision points to senior stakeholders/investment committee
 Partner with portfolio managers on portfolio construction considerations and post-close monitoring, including performance/risk updates and re-underwriting when needed
 Help build and refine scalable underwriting frameworks, diligence playbooks, and execution processes to improve speed, consistency, and risk discipline as the strategy grows
 Engage with internal stakeholders (including Client Advisor and Consultant Advisor teams) and participate in select client/investor discussions to articulate strategy positioning and investment rationale, as appropriate
 Mentor and develop junior team members through day-to-day deal leadership, feedback, and best-practice sharing

Required qualifications, capabilities, and skills:

8+ years of relevant work experience in private credit and/or related credit investing/transactions, with demonstrated ownership of transaction workstreams

Strong underwriting background across corporate and/or structured credit, including ability to evaluate documentation, covenants, structural protections, and downside outcomes
 Demonstrated ability to drive complex, time-sensitive processes with multiple internal and external stakeholders (legal, tax, risk, operations, counterparties, and advisors)
 Excellent written and oral communication skills, including the ability to synthesize complex situations into crisp investment conclusions and present to senior stakeholders/investment committee
 Commercial mindset with strong judgment and relationship skills; comfortable engaging with GPs, intermediaries, and internal partners
 Highly organized, detail-oriented, and able to operate independently in a fast-paced environment with multiple simultaneous priorities
 Bachelors degree required

Preferred qualifications, capabilities, and skills:
 Direct experience executing private creditsecondaries(GP-led and/or LP-led), including continuation vehicles and/or fund restructurings
 Direct experience underwriting and executing private creditco-investments/directs(e.g., sponsored direct lending, opportunistic/special situations, asset-based structures)
 Familiarity with portfolio construction and the role of private credit within diversified alternatives portfolios and evergreen/registered fund contexts
 Experience building or improving investment processes (templates, diligence checklists, monitoring frameworks) in a scaling platform environment
 Series 7 and 63 certifications are preferred