VP, Private Credit & Equity Investing

Transitions 1-2-3, Inc.; New York (NY); On-site; USD 300,000 - 550,000; Full time

Job summary

Transitions 1-2-3, Inc. in New York is seeking a Vice President to join its Investment Team. The VP will lead underwriting and diligence across private credit and private equity, coordinating with a junior team member and senior partners to move transactions from LOI to close.

The ideal candidate has a track record of end-to-end deal execution, strong analytical judgment, and the ability to mentor colleagues while collaborating with portfolio and management teams.

Qualifications

• 6–10 years of relevant experience in private credit and/or private equity investing.
• Proven end-to-end investment process experience with successful closings.
• Strong analytical and underwriting skills with sound investment judgment.
• Ability to lead transactions independently while collaborating with senior team members.
• Excellent relationship-building and communication skills.

Responsibilities

• Lead underwriting of new investment opportunities with financial modeling and risk assessment.
• Lead deal reads pre-LOI with feedback and insights for sponsor partners.
• Manage full diligence post-LOI: sponsor/management meetings, third-party calls, data rooms.
• Develop and present Investment Committee memos with key recommendations.
• Lead negotiations on deal structuring and legal documents with oversight.
• Monitor portfolio performance and create dashboards for reviews and LPAC meetings.
• Partner with management teams and attend board meetings as needed.
• Lead amendments, refinancings, and value-add initiatives.
• Contribute to non-deal firm initiatives (internship program, fundraising materials, social media strategy).

Skills

Underwriting

Financial modeling

Diligence management

Portfolio monitoring

Board interactions

Communication

Job description

Transitions 1-2-3, Inc. in New York is seeking a Vice President to join its Investment Team. The VP will lead underwriting and diligence across private credit and private equity, coordinating with a junior team member and senior partners to move transactions from LOI to close.

The ideal candidate has a track record of end-to-end deal execution, strong analytical judgment, and the ability to mentor colleagues while collaborating with portfolio and management teams.