CarterPierce is working on a new search with the Direct Lending team of a leading global investment firm. They create flexible, fully committed investments in large-cap and middle-market businesses. The team focus on directly originated thematic investments with dedicated teams across both North America and Europe.
This is a full-time Direct Lending Associate role based in San Francisco for a near-term to Fall 2024 start date.
Preferred
2-3 years of finance or investment banking experience
Possesses superior finance, accounting, valuation, modeling, and Excel skills as well as a critical problem-solving experience
Interest in credit/debt is preferred but not mandatory
Core Responsibilities
Conducting due diligence on investment opportunities, including in-depth analysis on companies and industries (i.e., detailed valuation and financial modeling, sensitivity analysis, DCF analysis, comparable analysis, etc.)
Preparing and presenting due diligence materials, screening, and investment committee memos
Ongoing monitoring of portfolio companies, associated industries, and quarterly valuation of investments
Assisting in research for development of investment themes
Interfacing and negotiating with external counterparties
Seniority level
Associate
Employment type
Full-time
Job function
Finance
Industries
Financial Services
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