Bachelor's degree with strong academic achievement
6-10 years of experience in principal investing, investment banking, or corporate banking
Proficient in credit analysis and complex financial modeling
Strong deal execution experience across various industries
Demonstrated ability to mentor junior team members
Self-motivated and effective in fast-paced environments
Excellent interpersonal and communication skills
Willingness to travel; restructuring experience is a plus
Responsibilities
Underwrite investment opportunities and present recommendations to the investment committee
Manage credit investments by analyzing company performance and industry trends
Drive deal execution and build relationships with private equity sponsors and management teams
Develop and review complex financial models and present key findings
Support amendment negotiations and deal structuring
Coordinate documentation workstreams and negotiate credit agreements
Partner with the restructuring team on workouts
Mentor and develop junior team members
Benefits
Meaningful responsibility from day one
Opportunity to drive outcomes across the portfolio
High-exposure role with direct interaction with senior leadership
Collaborative environment with a focus on mentorship
Engagement with diverse industry stakeholders
Full Job Description
Position Overview
This is a high-exposure role spanning underwriting, portfolio management, and restructuring. The Senior Associate will work closely with senior deal team members and provide guidance to junior team members to underwrite new opportunities for existing portfolio companies, monitor and manage investments, engage with private equity sponsors and management teams, and prepare quarterly valuations. This role offers meaningful responsibility from day one and the opportunity to drive outcomes across the portfolio.
Primary Responsibilities
Underwrite investment opportunities for existing portfolio companies and present recommendations to the investment committee.
Actively manage credit investments by analyzing changes in company performance and industry trends, and present frequent updates to the firm's leadership.
Drive deal execution and develop relationships with private equity sponsors, management teams, and other industry stakeholders.
Develop and review complex financial models, including LBO, cash flow analysis, and valuations, and present key findings.
Support amendment negotiations and deal structuring.
Coordinate documentation workstreams, including the review and negotiation of credit agreements, amendments, and other transaction materials.
Partner with the restructuring team on workouts.
Develop and mentor junior team members.
Desired Skills & Experience
Bachelor's degree required with strong academic achievement
6-10 years of relevant work experience in principal investing (private credit, private equity, etc.), investment banking, leveraged finance, restructuring, or corporate banking
Strong understanding of credit analysis, complex financial modeling, valuation analysis, and legal documentation
Strong deal execution experience across industries and transaction types
Demonstrated ability to mentor and develop junior team members
Self-motivated and driven with an ability to work effectively in a fast-paced, deal-oriented environment
Excellent interpersonal, written, and verbal skills
Willingness to travel
Restructuring experience is a plus
NO RECRUITERS or AGENCIES for this posting. Any unsolicited resumes sent to Deerpath will be considered Deerpath property. Deerpath will NOT pay a fee for any placements resulting from the receipt of any unsolicited resumes.
