We are partnering with an established middle-market investment firm in Dallas is seeking an experienced investment professional to drive originations, evaluate new investment opportunities, and contribute to transaction execution.
The ideal candidate will have 7–10 years of relevant experience across private credit, direct lending, leveraged finance, or a related investment discipline, with strong capabilities in deal sourcing, credit underwriting, and investment analysis.
Qualifications
- 7–10 years of experience in private credit, direct lending, leveraged finance, investment banking, private equity, or a related field.
- Demonstrated experience in deal origination, transaction screening, and credit underwriting.
- Strong financial modeling, analytical, and credit assessment skills.
- Experience presenting investment opportunities or recommendations to an Investment Committee or senior investment decision-makers.
- Established relationships with private equity sponsors, investment bankers, or other relevant intermediaries.
- Solid understanding of capital structures, leverage, cash flow analysis, debt structuring, and downside protection.
- Excellent communication, relationship-building, and presentation skills.
- Bachelor's degree in Finance, Economics, or a related discipline; an advanced degree is a plus
Key Responsibilities
- Deal Origination: Source and develop investment opportunities through relationships with private equity sponsors, investment bankers, intermediaries, and other market participants.
- Opportunity Screening: Evaluate prospective transactions against the firm's investment criteria, assessing business fundamentals, credit quality, transaction structure, and overall investment merits.
- Credit Underwriting: Conduct and coordinate financial analysis, cash flow assessments, leverage analysis, financial modeling, and downside risk evaluation in collaboration with the investment team.
- Investment Team Collaboration: Work closely with colleagues to assess opportunities, challenge underwriting assumptions, identify key risks, and determine whether transactions warrant further diligence.
- Investment Committee: Prepare and present investment recommendations to the Investment Committee, clearly articulating the investment thesis, credit risks, proposed structure, and risk mitigants.
- Transaction Execution: Support due diligence, deal structuring, negotiations, and closing in coordination with internal teams and external advisors.
- Relationship Management: Build and maintain a strong network of deal sources to generate consistent, high-quality investment opportunities.