Job Opportunity: Associate

Location: New York

Our client is the global source of strategic portfolio finance for investors in private equity, having raised a very substantial in cumulative capital and investing billions of dollars across 100+ investments. They invest via preferred equity and NAV loans to top-tier private equity funds, management companies and limited partners across North America and Europe.

Job Summary and Responsibilities:

Work as part of a dynamic team in a fast-growing organization and market responsible for originating, underwriting, executing, and monitoring investments across both preferred equity and NAV loan transactions.

Key Associate responsibilities will include:

  • Build complex financial models used to evaluate investment opportunities,
  • Prepare and present investment memoranda to senior team members,
  • Support origination efforts and deal structuring / negotiation, and
  • Work with cross-functional teams to contribute to the due diligence process

General Qualifications and Requirements:

  • Two (2) to four (4) years of experience in investment banking, leveraged finance, asset management, consulting / advisory, and/or equivalent experience
  • Robust analytical and financial modeling skills, with strong attention to detail
  • Team-oriented with excellent interpersonal skills and ability to build collaborative working relationships across the organization
  • Ability to manage workflow in a fast-paced environment
  • Strong verbal and written communication skills
  • Eagerness to take on responsibility
  • Can demonstrate honesty, integrity, and professionalism


If you are interested in learning more about this opportunity or applying for the position, simply complete the form below.