Senior Associate — Private Credit/Equity, End-to-End Deals

Transitions 1-2-3, Inc.; New York (NY); On-site; USD 120,000 - 230,000; Full time

Job summary

Transitions 1-2-3, Inc. seeks a Senior Associate to join its Investment Team in New York, acting as the de facto deal quarterback responsible for underwriting, diligence, structuring, and execution across private credit and/or private equity.

The ideal candidate will manage end-to-end investment processes, coordinate with senior deal team members, and contribute to portfolio company monitoring, lender relationships, and board materials.

Qualifications

• 2–4 years of relevant private credit or private equity investing experience.
• Experience managing end-to-end investment processes and deals.
• Strong analytical, underwriting, and valuation skills.
• Proven ability to lead transactions independently with senior team collaboration.
• Strong relationship-building and communication skills.
• Entrepreneurial mindset and drive for firm growth.

Responsibilities

• Investment execution responsibilities including underwriting, diligence, structuring, and execution.
• Lead underwriting of new investment opportunities with detailed financial modeling and risk assessment.
• Manage full diligence post-LOI with sponsor/management meetings and data room reviews.
• Develop IC memos and drive discussions around diligence takeaways.
• Manage lender partner relationships and club deals.
• Monitor portfolio company performance; create dashboards for quarterly reviews and LPAC.
• Partner with management and attend board meetings as needed.
• Support amendments, refinancings, and value-add initiatives.
• Contribute to non-deal firm initiatives (internship program, fundraising materials, social media).

Skills

Underwriting

Financial modeling

End-to-end deals

Relationship building

Communication skills

Entrepreneurial mindset

Job description

Transitions 1-2-3, Inc. seeks a Senior Associate to join its Investment Team in New York, acting as the de facto deal quarterback responsible for underwriting, diligence, structuring, and execution across private credit and/or private equity.

The ideal candidate will manage end-to-end investment processes, coordinate with senior deal team members, and contribute to portfolio company monitoring, lender relationships, and board materials.