Associate - Direct Lending

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.

This is a full-time Direct Lending Associate role based in Boston for a near-term start.

Preferred

• 2-3 years of investment banking, direct lending, or private equity experience
• Possesses superior finance, accounting, valuation, modeling, and Excel skills
• 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