Private Credit Associate/Sr. Associate

Selby Jennings; Dallas (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

Selby Jennings in Dallas, TX is seeking a Private Credit Associate or Sr. Associate to join our investment‑focused team. You will engage in financial analysis, diligence, and portfolio oversight across the full transaction lifecycle.

The role emphasizes building models, evaluating opportunities, supporting underwriting, and contributing to portfolio management, with close collaboration alongside senior professionals.

Qualifications

• 2–6 years of experience in investment banking, corporate finance, lending, private markets, consulting, or related analytics.
• Strong financial modeling, valuation, and analytical skill set.
• Understanding of accounting, financial statement analysis, and corporate finance principles.
• Advanced proficiency in Microsoft Excel and financial analysis tools.

Responsibilities

• Building and maintaining detailed financial models and valuation analyses.
• Conducting market, industry, and company research to support investment decisions.
• Assisting with investment memoranda, presentations, and internal reporting materials.
• Evaluating potential investment opportunities and supporting underwriting efforts.
• Monitoring portfolio performance and identifying key trends or risks.
• Tracking active opportunities and supporting pipeline management.
• Contributing to team meetings, strategic discussions, and special projects.
• Supporting investor, stakeholder, and business development initiatives as needed.

Skills

Financial modeling

Valuation

Analytical skills

Excel

Financial statement analysis

Team-oriented environment

Communication skills

Attention to detail

Self-motivated

Collaborative mindset

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or related field

Tools

Financial analysis tools

Microsoft Excel

Job description

Title: Private Credit Associate or Sr. Associate

Location: Dallas, TX

Role Overview

This investment-focused position offers exposure to the full transaction lifecycle, including financial analysis, due diligence, portfolio oversight, and strategic investment evaluation. The successful candidate will work closely with senior professionals to assess investment opportunities, support transaction execution, monitor existing investments, and contribute to broader portfolio management initiatives.

Key responsibilities may include:

• Building and maintaining detailed financial models and valuation analyses
• Conducting market, industry, and company-specific research to support investment decisions
• Assisting with investment memoranda, presentations, and internal reporting materials
• Evaluating potential investment opportunities and supporting transaction underwriting efforts
• Monitoring portfolio performance and identifying key trends or risks
• Tracking active opportunities and supporting overall pipeline management
• Contributing to team meetings, strategic discussions, and special projects
• Supporting investor, stakeholder, and business development initiatives as needed

Qualifications

• Approximately 2-6 years of relevant experience within investment banking, corporate finance, lending, private markets, consulting, or other analytical investment environments
• Strong financial modeling, valuation, and analytical skill set
• Understanding of accounting, financial statement analysis, and corporate finance principles
• Advanced proficiency in Microsoft Excel and financial analysis tools
• Ability to manage multiple workstreams in a fast-paced, team-oriented environment
• Strong written and verbal communication skills with a high degree of professionalism
• Demonstrated attention to detail, intellectual curiosity, and problem-solving ability
• Self-motivated with a strong work ethic and collaborative mindset
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field