Associate Director, Private Credit

Apis & Heritage Capital Partners; Washington (District of Columbia); Hybrid; USD 175,000 - 200,000; Full time

Benefits offered by this job

Health Care Plan (Medical, Dental & Vision)

Retirement Plan (401k, IRA)

Paid Time Off

Family Leave

Training & Development

Job summary

A leading investment firm in Washington, DC is seeking a dynamic Associate Director to join their Investment team. The successful candidate will lead underwriting across various credit opportunities and support the investment lifecycle from originations to post-close management. Key qualifications include 5+ years in commercial bank lending or private equity and strong analytical and communication skills. This hybrid role offers a competitive salary, benefits, and opportunities to shape investment strategies.

Qualifications

• 5+ years of experience in a relevant field like private equity, investment banking, or related.
• Demonstrated success underwriting lower middle market credit opportunities.
• Self-starter with an entrepreneurial mindset.

Responsibilities

• Lead underwriting for new potential investment opportunities.
• Drive modeling and diligence for opportunities through the deal funnel.
• Produce investment memoranda for internal meetings.

Skills

Financial modeling

Analytical skills

Communication skills

Interpersonal skills

Commercial judgment

Job description

Apis & Heritage is a leading investment firm with a unique employee ownership focused strategy and clear mission. We are seeking a dynamic and highly motivated Associate Director to join our existing Investment team as we deploy our second committed fund. This position will play a key role across the full investment lifecycle, including originations, due diligence, execution, and post-close portfolio management, with a focus on credit underwriting. The ideal candidate will be able to lead underwriting on a range of credit opportunities, make a positive impact on the investment process and support a growing portfolio of firms.

Location

Washington, DC Office (Hybrid schedule; candidates must be based in the DC metropolitan area or willing to relocate, as regular in-office presence is required)

Firm Type

Lower Middle-Market Private Credit

Salary

Estimated base salary range: $175,000 to $200,000 plus discretionary bonus

Industry Focus

Industrial, Consumer, Food & Beverage Production, Transport & Logistics, Healthcare, Building Services (e.g. HVAC, Janitorial, Electrical, etc), Supermarkets, Manufacturing

Key Responsibilities

• Lead underwriting for new potential investment opportunities as they are identified
• Drive modeling and diligence for opportunities that progress through the deal funnel across a number of industries
• Produce and present screening and investment memorandum for internal and investment committee meetings
• Support deal execution, including diligence, structuring, documentation and closing
• Serve as a point of contact for commercial banking partners and portfolio finance teams
• Manage post-close portfolio monitoring and performance tracking
• Work closely with senior leadership in a flat, entrepreneurial environment to shape investment strategy and team development

Requirements

• 5+ years of experience in commercial bank lending, direct lending, business banking, transaction advisory, private credit, private equity, investment banking or related field
• Demonstrated success underwriting lower middle market credit opportunities
• Excellent financial modeling, analytical, and communication skills
• Excellent interpersonal and communication skills; persuasive, confident, and articulate
• Strong commercial judgment and ability to quickly evaluate complex business and financial matters
• Self-starter with an entrepreneurial mindset and a hands‑on, team‑oriented approach

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• Wellness Resources

Why Join Us

• Opportunity to be a key member of a growing, supportive, and collaborative Social Impact-oriented Private Investment team with a long-term investment horizon and operational focus
• High degree of visibility and impact, with a mandate to help shape and scale the firm’s investment engine