Investment Associate; Private Credit

Job Overview – Investment Associate (Private Credit)

Compensation: $125,000 – $130,000/year + bonus

Location: Boston, MA

Schedule: Monday to Friday (Hybrid)

Atlantic Group is hiring an Investment Associate (Private Credit) in Boston, MA for our client, supporting direct lending, special situations, and capital solutions investments across middle‑market borrowers. In this hybrid role, you will conduct credit underwriting, build complex financial models, structure transactions, and prepare Investment Committee materials while evaluating risk‑adjusted returns across capital structures and private credit opportunities.

• Credit Underwriting & Financial Modeling: Conduct detailed company and industry research, build integrated financial models, and perform valuation, scenario, and downside analysis to assess risk‑adjusted investment opportunities.
• Transaction Structuring & Execution: Partner with senior investment professionals and legal counsel to structure transaction terms, covenants, and security packages while supporting deal execution through closing.
• Investment Committee Materials: Prepare investment memoranda, underwriting analyses, and recommendation materials for internal review and approval.
• Portfolio Monitoring & Risk Analysis: Track portfolio company performance, update financial models, identify emerging risks, and evaluate add‑on or cross‑sell opportunities.
• Diligence & Stakeholder Engagement: Interface with management teams, advisors, consultants, and counter parties to support due diligence and ongoing relationship management.

• Education: Bachelor’s degree in Finance, Economics, Accounting, or a related field required.
• Experience: 1-3 years of private credit, direct lending, restructuring, or investment banking experience, with exposure to financial restructuring or credit underwriting preferred.
• Industry Knowledge: Strong understanding of capital structures, credit agreements, covenant analysis, and risk assessment across public and private credit markets.
• Technical
  
  Skills:
  
  Advanced financial modeling and valuation skills required, with strong proficiency in Excel and experience preparing investment memoranda.
• Skills & Attributes: Analytical and intellectually curious investment professional with strong communication skills, entrepreneurial mindset, and the ability to manage multiple transactions in a fast‑paced environment.

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.