Senior Associate (2026) - Investment Team

Capital Southwest Corporation; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Capital Southwest Corporation seeks a Senior Associate for its private credit team in Dallas. The role involves underwriting and portfolio management support, with emphasis on financial modeling and data analysis.

You’ll present materials to the investment committee and help drive deal execution. The ideal candidate has 5–6 years in related finance roles, strong Excel skills, and a collaborative, detail-driven mindset.

Qualifications

• Up to 5-6 years of experience in private credit, commercial lending, or related roles.

Responsibilities

• Assist with financial modeling and data analysis.

Skills

Financial modeling

Excel

Corporate finance

Valuation

Autonomy

Communication

Teamwork

Education

Bachelor’s degree in finance/accounting/economics

Tools

Microsoft 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