Associate - Direct Lending
Associate - Direct Lending
CarterPierce, INC.
San Francisco Bay Area
See who CarterPierce, INC. has hired for this role
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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