MIM - Associate - Private Capital

MetLife; Whippany (NJ); Hybrid; USD 110,000 - 130,000; Full time

Benefits offered by this job

Annual incentive compensation

Stock-based long-term incentives

401(k) with employer matching

Comprehensive health plan

Job summary

MetLife Investment Management’s Private Capital team seeks an Associate to support the Corporate Private Debt group in origination, execution, and portfolio management across investment-grade opportunities. You’ll interact with multiple teams to source opportunities and structure transactions.

The role emphasizes rigorous credit analysis, financial modeling, and presenting recommendations to Investment Committee, with a hybrid in-office schedule in Whippany, NJ and competitive compensation.

Qualifications

• Bachelor’s degree with strong academic record and 2–3+ years in credit underwriting, corporate finance, M&A, or investment analysis.
• Strong credit and financial analysis skills including financial statement review and fundamental credit assessment.
• Advanced Excel skills, financial modeling, and fixed income market analysis.
• Excellent communication skills, with the ability to present complex financial information clearly in writing and speaking.
• Highly organized and detail-oriented with strong prioritization and decision-making in fast-paced environments.
• Unrestricted U.S. work authorization.

Responsibilities

• Source and evaluate investment opportunities through market research, deal tracking, roadshows, and meetings with bankers and advisors.
• Conduct comprehensive due diligence by reviewing memoranda, reports, and legal structures.
• Perform financial analysis and modeling, review financial statements, and assess credit considerations.
• Support transaction execution by preparing investment memoranda and assisting with closings.
• Prepare presentations and investment recommendations for Investment Committee reviews.
• Monitor portfolio investments through credit reviews, updates, and client requests.

Skills

Credit underwriting

Financial analysis

Excel & financial modeling

Communication skills

Organization & detail-oriented

Teamwork & independence

Unrestricted U.S. work authorization

Education

Bachelor's degree in a relevant field

CFA charterholder (preferred)

Tools

Salesforce

Bloomberg

Job description

Overview

Step into a role where your expertise makes a real impact. At MetLife Investment Management (MIM), our Private Capital team is redefining strategies beyond traditional markets. You’ll work with corporate private credit, infrastructure debt, private asset-based finance, residential credit and alternative strategies crafting portfolios that create long-term value for our investors. We take a disciplined approach to sourcing and structuring investments, building them for the future. Work with a team that thrives on collaboration to create customized solutions for our clients. If you’re ready to challenge yourself and grow your career, this is where you belong.

The Opportunity

The Associate will be an investment professional supporting the Corporate Private Debt team in the origination, execution, and management of primarily investment grade corporate private debt investment opportunities across a wide universe of industries and sectors. The Associate will also support administrative, marketing, and client-based projects related to the Corporate Private Debt team. The role provides candidates with the opportunity to work and interact with various teams across MIM, including Infrastructure, Private Asset Based Finance, Client Portfolio Management, Insurance Asset Management, Institutional Client Group, Sales Derivatives, Investment Operations, Legal, and Compliance.

Key Responsibilities

• Source and evaluate investment opportunities through market research, deal tracking (Salesforce), roadshows, issuer/sponsor meetings, and engagement with bankers and advisors.
• Conduct comprehensive due diligence by reviewing offering memoranda, research reports, rating agency analyses, legal structures, and transaction documentation.
• Perform financial analysis and modeling, including reviewing financial statements, building and updating models, and conducting sensitivity and credit assessments.
• Support transaction execution by preparing investment memoranda, assessing pricing and relative value, recommending credit ratings, and assisting with transaction closings.
• Prepare presentations and investment recommendations for Investment Committee discussions and collaborate with Client Portfolio Management to align investments with client objectives.
• Manage and monitor portfolio investments through credit reviews, portfolio update meetings, credit event reporting, handling amendments/waivers, and responding to client investment requests.

Required Qualifications

• Bachelor’s degree with strong academic achievement and 2-3+ years of experience in credit underwriting, corporate finance, M&A, or investment analysis.
• Strong credit and financial analysis skills, including financial statement review, accounting knowledge, and fundamental credit assessment.
• Advanced technical proficiency in Excel, financial modeling, and fixed income market analysis.
• Excellent communication skills, with the ability to present complex financial information clearly in both written and verbal formats.
• Highly organized and detail-oriented, with strong prioritization, problem-solving, and decision-making abilities in fast-paced environments.
• Collaborative and self-driven professional able to work effectively both independently and as part of a team, with unrestricted U.S. work authorization.

Preferred Qualifications

• CFA® charterholder
• Business or accounting degree
• Experience with private placements
• Familiarity with Bloomberg and Salesforce

Location and Compensation

Location: This is a hybrid role requiring a minimum of 3 days per week in office. The expected salary range for this position is $110,000 - $130,000. This role may also be eligible for annual short-term incentive compensation and stock-based long-term incentives. All incentives and benefits are subject to the applicable plan terms.

Benefits We Offer

Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, paid time off, paid holidays, volunteer time off, tuition assistance and much more.

About MetLife

Recognized on Fortune magazine's list of the World’s Most Admired Companies, Fortune World’s 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world’s leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.

Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we’re inspired to transform the next century in financial services. At MetLife, it’s #AllTogetherPossible. Join us!

MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").

If you need an accommodation due to a disability, please email [e-mail]. MetLife maintains a drug-free workplace. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.