Five Arrows, Direct Lending, Investment Analyst-Associate, NY

Rothschild & Co; New York (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

Rothschild & Co seeks an Investment Analyst-Associate for the Five Arrows team in New York. This entry-level position involves executing private credit investments, performing due diligence, and supporting portfolio performance monitoring. Ideal candidates will have a Bachelor's in finance and strong analytical abilities, with opportunities for long-term career growth in a dynamic environment.

Qualifications

• 1-2 years of work experience in leveraged finance or investment banking preferred.
• Strong judgment, critical thinking, and articulation skills.
• Intellectually curious and results-oriented.

Responsibilities

• Assist in execution of private credit investment opportunities.
• Monitor portfolio company performance.
• Collaborate with European team and assist in fundraising tasks.

Skills

Analytical skills

Quantitative skills

Research skills

Interpersonal skills

Problem-solving

Education

Bachelor's degree in finance

Job description

Join to apply for the Five Arrows, Direct Lending, Investment Analyst-Associate, NY role at Rothschild & Co

Join to apply for the Five Arrows, Direct Lending, Investment Analyst-Associate, NY role at Rothschild & Co

About Us

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.

About Us

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.

Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.

We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

Five Arrows

Five Arrows is the is the investment arm of the Rothschild & Co group focused on alternatives.

It deploys the firm's capital, alongside that of a select set of leading institutional and private investors.

Five Arrows has approx. $30bn1 under management (approx. $3.4bn2 in private credit / direct lending) and manages a series of funds dedicated to corporate and secondary private equity, multi-managers funds and co-investments as well as liquid and private credit.

Our business is founded on three inter-twined principles - our passion for investing, respect for risk, and culture of partnership - all of which define who we are today.

Overview Of Role

The Five Arrows team is entrepreneurially oriented, and operates as a pure buy-side institution, while benefiting from access to the broader Rothschild & Co business. Within this dynamic the division benefits from the family name while operating with flexibility.

The Direct Lending strategy resides within Five Arrows, was launched in 2012 and is investing out of our fourth fund (FADP IV), at approx. $2bn of commitments. The team of approximately 18 investment professionals are based in New York City, London and Paris.

FADP IV invests predominantly in unitranche loans, with additional capacity to invest in junior debt (second lien, mezzanine, PIK notes, preferred equity) and common equity, specifically in healthcare, software, tech-enabled business services, financial services, and education businesses. The Direct Lending team can invest in both North America and western European opportunities.

The Direct Lending Group launched a U.S. effort in mid-2022, has made several private credit investments from FADP IV, and is looking to add to the team with an Analyst or Associate hire in New York. The large and diversified U.S. private credit market is a key focus of growth for the Direct Lending Group with the objective of raising a dedicated US fund vehicle. The Analyst/Associate will have exposure to the entrepreneurial dimensions of being a key part of developing and advancing all aspects of the business.

This is a ground floor opportunity to work alongside an experienced team leader with 14 years’ experience at a large private credit manager. A high-achieving Analyst/Associate will have the opportunity for a long-term career track.

Responsibilities

• Primary responsibility is to assist in the execution of private credit investment opportunities (develop analyses, perform business and commercial due diligence, modelling including scenario analysis and investment memo preparation)
• Monitor and track portfolio company performance
• Collaborate with European team, which includes sharing best practices
• Assist in fundraising tasks (investor diligence requests, analysis, etc)
• Liaise with sponsors and third-party advisors
• Participate in calls with management, executives, industry experts, law firms, third party vendors
• Desire to improve execution skills and eventually develop into a deal captain (presentation skills, negotiation, documentation, etc)
• Actively participate in helping grow business in U.S.
  
  
  

Education And Qualifications

• Bachelor’s degree in finance (or similar) from a leading academic institution
  
  
  

Experience, Skills And Competencies Required

• The ideal candidate will likely have 1-2 years of work experience, preferably in either leverage finance or industry investment banking (healthcare, technology or software preferred)
• Buy-side experience within private credit is desired but not mandatory
• Healthcare or software experience is value-add, but not required
• Strong analytical and quantitative skills, including substantial experience in company and industry research, financial modelling, credit analysis and valuation
• Strong judgment and critical thinking skills, with the ability to articulate and present points of view and ideas effectively
• Strong sense of integrity and character
• Intellectually curious and forward thinking
• Results-oriented personality with a proactive and creative approach to problem solving
• Strong interpersonal and business relationship skills, along with a clear partnership mindset and comfort working collaboratively in a cross-border, team-based environment
• Proven ability to successfully multi-task, along with strong attention to detail
• Highly self-motivated and self-directed; demonstrated ability to be proactive and work in an entrepreneurial setting
  
  
  

1 €28.2bn as of Dec 2024

2 €3.2bn as of Mar 2025

Rothschild & Co North America is an equal opportunity employer.

If you are a qualified individual with a disability or disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access this career website.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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