Investment Manager, Private Credit

Overview

Responsibilities

• Source new investment opportunities through relationships with private equity sponsors, debt advisors, and corporate management teams.
• Conduct comprehensive financial due diligence to assess a borrower's ability to service debt under various stress scenarios.
• Structure investment terms including interest rates, amortization schedules, and financial covenants to protect fund capital.
• Lead the drafting and negotiation of credit agreements and security documentation alongside internal and external legal counsel.
• Present detailed investment memorandums to the firm's investment committee for formal capital allocation approval.
• Monitor the financial performance of portfolio companies and manage amendment or waiver requests during the loan term.
• Collaborate with limited partners and internal teams to report on portfolio health and fund performance metrics.

Qualifications

• A minimum of five to seven years of experience in leveraged finance, investment banking, or private credit.
• Advanced proficiency in complex financial modeling and technical valuation techniques using spreadsheet software.
• In-depth understanding of credit documentation, including intercreditor agreements and security packages.
• Bachelor's degree in finance, economics, accounting, or a related quantitative field.
• Strong track record of executing middle-market debt transactions from inception to closing.

Nice to have

• Chartered Financial Analyst (CFA) designation or a Master of Business Administration (MBA) from a top-tier institution.
• Existing network of relationships with mid-market private equity sponsors and financial intermediaries.
• Specialized expertise in a specific industry vertical such as healthcare, technology, or infrastructure.

Work environment

• Work is typically conducted in a professional office setting with hybrid flexibility depending on the firm's policy.
• Hours are demanding and often exceed standard business hours during the final stages of a deal closing.
• Travel is required for site visits to portfolio companies and for business development meetings with sponsors.
• The culture is highly meritocratic and analytical, prioritizing data-driven decision-making and risk assessment.
• Standard tools include Bloomberg terminals, financial research databases, and advanced document management systems.

Benefits & growth

• Compensation typically includes a high base salary supplemented by a significant performance-linked annual bonus.
• Senior professionals often participate in carried interest or co-investment schemes within the private credit funds.
• Career progression follows a structured path from Associate to Vice President, Director, and eventually Managing Director.
• The role offers exposure to a wide variety of industries and business models, providing broad commercial expertise.
• Professional development is supported through high-level networking and attendance at industry-specific credit conferences.