Senior Associate (2026) - Investment Team

Capital Southwest Corporation; Dallas (TX); On-site; USD 110,000 - 170,000; Full time

Job summary

Capital Southwest Corporation is seeking a Senior Associate (Private Credit) in Dallas, TX, to contribute across the investment underwriting and portfolio management process. The role emphasizes financial modeling, industry research, and collaboration with the deal team to evaluate lower middle-market opportunities.

You will prepare materials for investment committees, monitor active investments, and help with marketing and business development activities.

Qualifications

• 5–6 years of experience in private credit, commercial lending, or related investment roles.
• Strong financial modeling and Excel skills.
• Knowledge of corporate finance, accounting, and valuation methodologies.
• Autonomy in a small execution-focused team.
• Strong written and verbal communication; affable and motivated.

Responsibilities

• Assist with financial modeling and portfolio analytics.
• Prepare and present investment committee materials.
• Perform industry research to support investment decisions.
• Monitor portfolio companies and track performance.
• Develop valuation analyses comparing public and private comps.
• Support deal flow, pipeline tracking, and weekly investment team meetings.
• Assist with marketing materials and business development tracking.

Skills

Financial modeling

Excel proficiency

Analytical capability

Communication skills

Team player

Initiative and motivation

Education

Bachelor’s degree in finance, accounting, economics, or related field

Tools

Excel

Job description

Firm

Capital Southwest (NASDAQ: CSWC)

Role

Senior Associate (Private Credit)

Location

Dallas, Texas (In-Person)

Firm Overview

Capital Southwest is a private credit investment firm focused on originating and managing senior secured debt investments in lower middle market companies (EBITDA typically between $3 million and $15 million). The firm partners closely with private equity sponsors and founder-owned businesses, providing flexible capital solutions to support acquisitions, growth initiatives, recapitalizations, and refinancings. As of March 31, 2026 CSWC has total balance sheet assets of approximately $2.2 billion and has funded over $4.1 billion in new direct credit investments across over 194 businesses since 2015.

Role Overview

The Senior Associate will be involved in all aspects of the investment underwriting and portfolio management process. Key responsibilities will include assisting with financial modeling, preparing and presenting investment committee materials, performing industry research to assist in investment decision making, helping to monitor portfolio companies, developing comparable public company and private transaction valuation analyses, aiding the deal team in monitoring the active investment pipeline, preparing for weekly investment team meetings, assisting with marketing material preparation, and tracking business development activities.

Qualifications

• Up to 5-6 years of experience in private credit, commercial lending, investment banking, or related investment professional roles
• Strong financial modeling and analytical capabilities, including experience and aptitude in Microsoft Excel
• Knowledge of corporate finance, accounting, and valuation methodologies
• Ability to operate with autonomy and accountability in a small, execution-focused team
• Strong communication skills including writing/composition, oral, and listening skills
• Must possess a good attitude, be dedicated, have initiative and motivation, attention to detail, teamwork, professionalism, and a developing interest in credit investing
• Be a team player and affable
• Bachelor’s degree in finance, accounting, economics, or related field