Private Credit Analyst

Selby Jennings; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Job summary

Selby Jennings is seeking a Private Credit Senior Analyst in Charlotte, NC. The role offers exposure to underwriting, portfolio monitoring, and collaboration with management teams, lenders, and sponsors to support capital solutions.

The ideal candidate has 2–5 years in private credit or related fields, strong modeling and presentation skills, and a BA/BS in finance or related field. The position emphasizes thorough due diligence and cross-functional interaction within a growing investment team.

Qualifications

• 2–5 years of experience in private credit or related fields.
• Strong financial modeling and credit underwriting skills.
• Experience analyzing middle-market companies and leveraged capital structures.
• Excellent communication and presentation abilities.
• Advanced proficiency in Excel and PowerPoint.

Responsibilities

• Evaluate new debt opportunities across industries.
• Build and maintain financial models and credit analyses.
• Conduct financial, operational, industry, and management due diligence.
• Assist in preparing investment memoranda and underwriting materials.
• Support deal execution, documentation review, and transaction closing activities.
• Monitor portfolio company performance through financial statement analysis and covenant tracking.
• Assist in preparing quarterly portfolio reviews and valuation assessments.
• Identify developing risks and recommend appropriate actions.
• Maintain ongoing communication with management teams, lenders, and sponsors.
• Analyze industry trends, competitive dynamics, and macroeconomic factors impacting opportunities.
• Support investment professionals with origination efforts and deal sourcing.

Skills

Financial modeling

Credit underwriting

Excel

PowerPoint

Communication

Presentation skills

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Excel

PowerPoint

Job description

Private Credit Analyst (PR/601449) Charlotte, North Carolina

Private Credit Senior Analyst

Confidential Search | Charlotte, NC

About the Opportunity

A well-established lower middle market private capital firm is seeking a Private Credit Senior Analyst to join its growing investment team. The firm partners with privately held businesses across the Southeast and provides flexible capital solutions to support growth, acquisitions, recapitalizations, and other strategic initiatives.

This is an opportunity to join a collaborative, entrepreneurial platform where investment professionals gain meaningful exposure to all aspects of the investment lifecycle. The role offers direct interaction with management teams, private equity sponsors, lenders, and senior investment professionals while providing significant responsibility from day one.

Responsibilities

Investment Analysis & Underwriting

• Evaluate new debt investment opportunities across a variety of industries.
• Build and maintain detailed financial models, including credit analyses, cash flow forecasting, leverage assessments, and downside case scenarios.
• Conduct financial, operational, industry, and management due diligence.
• Assist in preparing investment memoranda and underwriting materials for internal approval processes.
• Support deal execution, documentation review, and transaction closing activities.
• Monitor portfolio company performance through financial statement analysis and covenant tracking.
• Assist in preparing quarterly portfolio reviews and valuation assessments.
• Identify developing risks and recommend appropriate actions.
• Maintain ongoing communication with management teams, lenders, and sponsors.

Market Research & Business Development Support

• Analyze industry trends, competitive dynamics, and macroeconomic factors impacting investment opportunities.
• Support investment professionals with origination efforts and deal sourcing initiatives.
• Develop sector-focused research and investment theses.

Qualifications

• 2–5 years of experience in private credit, leveraged finance, commercial banking, corporate banking, restructuring, or investment banking.
• Strong financial modeling, accounting, and credit underwriting skills.
• Experience analyzing middle-market companies and leveraged capital structures.
• Excellent communication and presentation abilities.
• Advanced proficiency in Excel and PowerPoint.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• CFA designation or progress toward CFA is a plus.