Special Education Teacher; Middle School

Overview

Associate - Direct Leveraged Finance

Our Private Credit Fund Firm client is a fast growing direct leveraged lender to private equity-owned companies with an emphasis on companies with $50MM EBITDA and below. It has a significant amount of committed capital and closed hundreds of direct transactions over the past several years. Additionally, our client firm has been lead or co-lead on the vast majority of their closed transactions.

It largely but not exclusively focuses senior financing opportunities up to $500MM with the hold size varying from $20MM to $160MM. It also completes and directs investments deeper into the capital structure including Unitranche, mezzanine, second lien, and equity co-investments.

Job Description

CRITICAL DUTIES, TASKS AND ACCOUNTABILITIES

Associate - Direct Leveraged Finance

An instrumental member of a deal origination, transaction execution, and portfolio administration team accountable for delivering corporate finance solutions to companies owned or being acquired by Private Equity firms or non-Private Equity sponsored investment entities. Collaborate with financial intermediaries, Private Equity Groups, and current or prospective borrowers.

• An active participant in relationship management and active sales calls and marketing efforts in conjunction with Senior Originators and P.E. sponsor Business Development Officers.
• Underwrite new leveraged debt transactions; primarily sole lender, agented, and club deals.
• Complete the closing of new transactions, including exposure and engagement in the negotiation and review of legal documentation and intercreditor agreements.
• Fully engaged in key Portfolio management activities including the capability or potential to function as the lead relationship manager in an Agent role.

Qualifications

REQUIRED QUALIFICATIONS, SKILLS & CAPACITIES

Associate - Direct Leveraged Finance

• Bachelor degree in Economics, Business Administration, Accounting, Finance, Business Analytics, or related disciplines.
• Adequate work experience required.
• Strongly preferred experience in one but not all of the following areas:
• • Big 4 or upper tier accounting /consulting firm transaction advisory services, valuations or audit/assurance.
  • Investment Banking corporate finance analyst program.
  • Leveraged Finance.
  • Commercial lending credit training and experience in corporate loan underwriting and portfolio management.
  • Other applicable deal transaction experience.
• Intellectually motivated by an entrepreneurial and deal driven environment.
• Robust financial analysis, research and business due diligence skills.
• Outstanding interpersonal skills.
• Working experience of finance & accounting, corporate finance concepts and methodologies.
• Self-motivated with a history of meeting and preferably exceeding goals.
• Robust analytical and written communication skills.
• Deeply skillful with financial modeling.