Senior Associate
We are seeking a highly motivated and detail-oriented Senior Associate to join our Private Credit investment team in Dallas for a Summer start in 2026. This individual will play a key role in evaluating, executing, and monitoring private credit investments across a range of industries. The ideal candidate will bring strong analytical skills, a deep understanding of credit markets, and a passion for private investing.
Key Responsibilities:
Deal Evaluation & Execution:
- Conduct due diligence on potential investment opportunities, including financial modeling, industry research, and credit analysis.
- Prepare investment memoranda and present recommendations to the investment committee.
- Assist in structuring and negotiating deal terms and legal documentation.
Portfolio Management:
- Monitor portfolio company performance and maintain regular communication with management teams.
- Analyze financial and operational performance to identify risks and opportunities.
- Support ongoing valuation and reporting processes.
Market & Industry Research:
- Track trends in private credit markets and identify emerging investment themes.
- Build and maintain relationships with deal sources, sponsors, and intermediaries.
Qualifications:
- Bachelor's degree in Finance, Economics, Accounting, or a related field; MBA or CFA preferred.
- 4-7 years of experience in private credit, leveraged finance, investment banking, or a related field.
- Strong financial modeling and analytical skills.
- Excellent written and verbal communication abilities.
- Proven ability to manage multiple projects and work independently in a fast-paced environment.
- Familiarity with legal documentation and credit structuring.
Preferred Attributes:
- Experience with middle-market direct lending or special situations investing.
- Knowledge of covenant analysis and credit documentation.
- Strong network within the Dallas or broader Texas private capital ecosystem.
Compensation & Benefits:
- Competitive base salary and performance-based bonus
- Comprehensive health, dental, and vision insurance
- 401(k) with company match
- Generous PTO and paid holidays
- Professional development and continuing education support
FAQs
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