Associate, GP Solutions

Orix Corporation USA; Dallas (TX); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Life at ORIX

We Time

Family Care

Flexible Work Arrangements

Job summary

ORIX Corporation USA seeks an Associate to join a small, high‑impact team across origination, structuring, underwriting, and execution.

You will work directly with senior members on a range of GP Solutions transactions, contributing to diligence, underwriting, and ongoing portfolio monitoring from Dallas.

Qualifications

• Bachelor’s degree with GPA 3.5+ required.
• 1–2 years in private equity, private credit, or related fields.
• Proficient in Excel; AI tools experience a plus.
• Strong organizational and interpersonal skills.
• Willing to reside in Dallas long term.

Responsibilities

• Diligence: analyze investment opportunities and sponsor capabilities; perform quantitative analyses.
• Underwriting: prepare Investment Committee materials and financial models.
• Monitoring: manage GP Solutions portfolio and investor reporting.
• Other: manage pipeline and support business development with the team.

Skills

Excel

PowerPoint

Word

AI models

Education

Bachelor’s degree in finance, economics, or related field (GPA 3.5+)

Tools

Copilot

Job description

ORIX Corporation USA (ORIX USA)Established in the U.S. in 1981, ORIX USA has grown organically and through acquisition into the investment and asset management firm we are today. With a specialization in private credit, real estate, and private equity solutions for middle-market focused borrowers and investors, we combine our robust balance sheet with funds from third-party investors, providing a strong alignment of interest.ORIX USA and its subsidiaries — ORIX Advisers, ORIX Capital Partners, Signal Peak Capital Management, Boston Financial, Lument, Real Estate Capital and NXT Capital — have approximately 2100 employees across the U.S. and have ~ $97 billion in assets, which includes $44.0 billion in assets and commitments, in addition to $52.9 billion in servicing and administering assets, as of December 2025.Our parent company, ORIX Corporation, is a publicly owned international financial services company with operations in 30 countries and regions worldwide. ORIX Corporation is listed on the Tokyo Stock Exchange (8591) and New York Stock Exchange (NYSE: IX). For more information, visit orix.com.Purpose and Job SummaryORIX USA GP Solutions is a leading provider of strategic capital to middle and lower middle-market private equity sponsors. We deliver bespoke financing solutions across the full spectrum of GP Solutions transactions including single-fund and diversified NAV loans, preferred equity fund financing, fund securitizations, GP management company financing, and continuation vehicles. We have invested ~$700 million in over 20 deals in the past 36 months and are scaling rapidly as demand for NAV-based and GP-level financing accelerates across the private equity landscape.We are seeking an Associate to join a small team with a broad mandate. You will work directly with senior team members across origination, structuring, underwriting, and execution, rather than being limited to one part of the deal process. Our transaction set spans a wide range of deal types, and each is individually structured — there is no standard product here, so the work rewards creativity and rigorous thinking rather than pattern repetition. Today, our team invests from ORIX USA's balance sheet with the expectation that our platform will expand to include third-party capital over time. Associates joining at this stage will play a critical role in building our platform for the long term.Essential Duties & ResponsibilitiesDiligence: Conduct detailed analysis of new investment opportunities through review of transaction portfolios and sponsor capabilities; and quantitative analyses to assess financial performance of underlying assets in support of investment underwritingUnderwriting: Preparation of materials for Investment Committee consideration including investment memoranda, supporting documentation and analyses, and financial modelingMonitoring: Management of the GP Solutions investment portfolio including review and synthesis of quarterly and annual reporting investment sponsors, internally constructed valuation analyses, preparation of quarterly and annual investment activity and performance reporting for investors, and annual third-party audit supportOther: Pipeline management; assist as needed with other assignments and in outside business development efforts; establish strong working relationships with other team members, operate effectively with limited oversight while meeting tight timelinesEducation, Skills & ExperienceBachelor’s degree from an accredited top tier university with a degree in finance, economics, or related field with a 3.5 minimum GPA;Extremely intellectually curious and highly self-motivated;1-2 years of experience in private equity, private credit, investment banking, or related fields;High proficiency in Microsoft Excel, Copilot, PowerPoint, and Word;Specific skills leveraging AI models to drive workflows uniquely valuable;Excellent organizational, communication, presentation, and interpersonal skills;Ability to manage multiple assignments simultaneously;Ability to work independently; andTies to and/or desire to reside in Dallas for the long termLife at ORIXWe are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.You TimeWe want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.Family CareEvery family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.Flexible Work ArrangementsORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.