Associate (2026) - Investment Team

Capital Southwest Corporation; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Capital Southwest is seeking a Senior Associate (Private Credit) to join its Dallas, TX team in person. The role encompasses underwriting support, portfolio monitoring, and market research to drive disciplined credit investments.

The candidate will work closely with the deal team to develop valuation analyses, prepare committee materials, and contribute to the active investment pipeline, leveraging strong modeling and communication skills.

Qualifications

• Up to 3-4 years of experience in private credit, commercial lending, investment banking, or related roles.
• Strong financial modeling and analytical capabilities, with proficiency in Excel.
• Knowledge of corporate finance, accounting, and valuation methodologies.
• Autonomy in a small, execution-focused team.
• Excellent written and verbal communication skills.
• Positive attitude, initiative, motivation, attention to detail, teamwork, and professionalism.
• Be a team player and affable.
• Bachelor’s degree in finance, accounting, economics, or related field.

Responsibilities

• Assist with financial modeling and investment committee materials.
• Prepare and present investment committee materials.
• Conduct industry research to support investment decisions.
• Monitor portfolio companies and track performance.
• Develop comparable company and transaction valuations.
• Assist with marketing material preparation and pipeline tracking.
• Support weekly investment team meetings.

Skills

Financial modeling

Analytical skills

Corporate finance knowledge

Valuation methodologies

Communication skills

Attention to detail

Team player

Microsoft Excel

Education

Bachelor's degree in finance

Tools

Microsoft Excel

Job description

Firm : Capital Southwest (NASDAQ: CSWC)

Role : Senior Associate (Private Credit)

Location : Dallas, Texas (In-Person)

Firm Overview : Capital Southwest is a private credit investment firm focused on originating and managing senior secured debt investments in lower middle market companies (EBITDA typically between $3 million and $15 million). The firm partners closely with private equity sponsors and founder-owned businesses, providing flexible capital solutions to support acquisitions, growth initiatives, recapitalizations, and refinancings. As of March 31, 2026 CSWC has total balance sheet assets of approximately $2.2 billion and has funded over $4.1 billion in new direct credit investments across over 194 businesses since 2015.

Role Overview : The Associate will be involved in all aspects of the investment underwriting and portfolio management process. Key responsibilities will include assisting with financial modeling, preparing and presenting investment committee materials, performing industry research to assist in investment decision making, helping to monitor portfolio companies, developing comparable public company and private transaction valuation analyses, aiding the deal team in monitoring the active investment pipeline, preparing for weekly investment team meetings, assisting with marketing material preparation, and tracking business development activities.

Qualifications :

• Up to 3-4 years of experience in private credit, commercial lending, investment banking, or related investment professional roles
• Strong financial modeling and analytical capabilities, including experience and aptitude in Microsoft Excel
• Knowledge of corporate finance, accounting, and valuation methodologies
• Ability to operate with autonomy and accountability in a small, execution-focused team
• Strong communication skills including writing/composition, oral, and listening skills
• Must possess a good attitude, be dedicated, have initiative and motivation, attention to detail, teamwork, professionalism, and a developing interest in credit investing
• Be a team player and affable
• Bachelor’s degree in finance, accounting, economics, or related field