Senior Associate, Private Credit & Direct Lending

National Life Group; Montpelier (VT); On-site; USD 152,000 - 223,000; Full time

Job summary

National Life Group is seeking a Senior Associate, Direct Lending to join the Private Credit team. You will evaluate, execute, and monitor private credit investments across sponsor-backed and non-sponsor-backed opportunities, partnering with internal and external stakeholders.

The role involves in-depth credit analysis, financial modeling, and due diligence, with responsibility for portfolio monitoring and asset optimization. Onsite four days per week (Mon–Thu) with core days subject to change.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field.
• Minimum of two years in private credit, private equity, investment banking or similar.
• Experience in credit analysis, financial modeling, due diligence and transaction execution.

Responsibilities

• Conduct comprehensive credit analysis including financial statement review and risk assessment.
• Develop and maintain complex financial models, including cash flow analysis and stress-testing.
• Prepare investment memoranda and analyses for committees.
• Evaluate, underwrite and execute private credit opportunities with internal/external partners.
• Build relationships with borrowers, partners, and counsel; monitor portfolio performance.
• Review legal documents and monitor covenant compliance and portfolio optimization.
• Participate in strategic initiatives supporting the Private Credit platform.

Skills

Credit analysis

Financial modeling

Due diligence

Portfolio monitoring

Communication

Excel

Team collaboration

Education

Bachelor's degree in Finance/Accounting/Economics

MBA and/or CFA designation

Tools

Excel

PowerPoint

Word

Job description

National Life Group is seeking a Senior Associate, Direct Lending to join the Private Credit team. You will evaluate, execute, and monitor private credit investments across sponsor-backed and non-sponsor-backed opportunities, partnering with internal and external stakeholders.

The role involves in-depth credit analysis, financial modeling, and due diligence, with responsibility for portfolio monitoring and asset optimization. Onsite four days per week (Mon–Thu) with core days subject to change.