Associate

Independent Sponsor Forum; Southfield (MI); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Job summary

Southfield Mezzanine in Greenwich, CT seeks an Associate with 2–4 years of investment experience to support screening, underwriting, and due diligence of potential investments. You will work closely with Partners and portfolio companies, preparing investment memos and financial models, and participating in Board meetings with a flexible in-office schedule.

The ideal candidate has a finance-related degree, strong analytical skills, and a proven track record in investing and financial analysis.

Qualifications

• 2–4 years of experience in investment-related roles or equivalent.
• Strong analytical and modeling skills with attention to detail.
• Excellent written and verbal communication; ability to present to senior stakeholders.

Responsibilities

• Screen investment opportunities and assist with deal structuring.
• Participate in diligence meetings with management and sponsors.
• Perform company-specific and market due diligence.
• Analyze historical financials and KPIs.
• Prepare investment memos and financial models for the Investment Committee.
• Support deal legal documentation processes.
• Monitor portfolio companies and participate in Board meetings.
• Assist with firm marketing and deal sourcing.

Skills

Investment analysis

Financial modeling

Due diligence

Communication

Education

Bachelor's degree in Finance or related

Tools

Excel

Financial databases

Job description

Firm Overview

Southfield Mezzanine, headquartered in Greenwich, CT, is an established and growing SBIC-licensed private credit strategy within Southfield Capital, a $2 billion private investment firm. Southfield Mezzanine has invested more than $400 million since inception and is currently investing out of its newly launched Fund III ($250+ million).

Firm Overview

Southfield Mezzanine, headquartered in Greenwich, CT, is an established and growing SBIC-licensed private credit strategy within Southfield Capital, a $2 billion private investment firm. Southfield Mezzanine has invested more than $400 million since inception and is currently investing out of its newly launched Fund III ($250+ million). Southfield's mandate is broad, with a focus on junior capital across industries in the lower middle market. The firm invests minority/growth equity alongside all of its debt investments.

Position Summary

Southfield is seeking to hire an Associate with 2 to 4 years of experience to be an integral member of the investment team. You will play a key role in the investment process, including screening and evaluating new investments, structuring and underwriting, supporting due diligence, and monitoring portfolio companies. You will work closely with the firm's Partners and Principals and have the opportunity to work with portfolio company executives in support of Southfield's investments.

Location and Schedule

The team is headquartered in Greenwich, CT, and offers a flexible in-office schedule, with most investment professionals in-office 2 days per week and commuting from New York City.

Qualifications

• 2 to 4 years of experience, with a preference for backgrounds in investment banking, credit investing, private equity, or financial due diligence
• Bachelor's degree required, preferably in Finance, Accounting, Business Administration, Economics, or a related discipline, with an outstanding academic record
• Excellent organization, communication, and research skills, with the ability to succinctly present ideas and to compile and analyze company and industry information
• A track record of investing, financial analysis, and evaluating businesses
• Proficiency in building financial models, paired with strong analytical and problem-solving ability
• Self-starter who takes ownership of their work and collaborates well with colleagues
• Comfortable working independently in an entrepreneurial investment environment

Responsibilities

• Screen investment opportunities and assist with deal structuring
• Participate in diligence meetings with management teams and financial sponsors
• Perform company-specific and market due diligence
• Analyze historical financials and key performance indicators
• Prepare investment memos and financial models to present to the Investment Committee
• Support deal legal documentation processes
• Monitor portfolio companies and participate in Board of Directors meetings
• Assist with firm marketing and deal sourcing

Start Date

Immediate

Compensation

It is expected that the annual base salary for this role is $130,000-$150,000. Base salary is one component of the firm's competitive total rewards package, which typically includes discretionary compensation, comprehensive health benefits, and paid time off. Other long-term incentives may also be available to certain eligible employees.