Apis & Heritage is a leading investment firm with a unique employee ownership focused strategy and clear mission. We are seeking a dynamic and highly motivated Associate Director to join our existing Investment team as we deploy our second committed fund. This position will play a key role across the full investment lifecycle, including originations, due diligence, execution, and post-close portfolio management, with a focus on credit underwriting. The ideal candidate will be able to lead underwriting on a range of credit opportunities, make a positive impact on the investment process and support a growing portfolio of firms.
Location
Washington, DC Office (Hybrid schedule; candidates must be based in the DC metropolitan area or willing to relocate, as regular in-office presence is required)
Firm Type
Lower Middle-Market Private Credit
Salary
Estimated base salary range: $175,000 to $200,000 plus discretionary bonus
Industry Focus
Industrial, Consumer, Food & Beverage Production, Transport & Logistics, Healthcare, Building Services (e.g. HVAC, Janitorial, Electrical, etc), Supermarkets, Manufacturing
Key Responsibilities
- Lead underwriting for new potential investment opportunities as they are identified
- Drive modeling and diligence for opportunities that progress through the deal funnel across a number of industries
- Produce and present screening and investment memorandum for internal and investment committee meetings
- Support deal execution, including diligence, structuring, documentation and closing
- Serve as a point of contact for commercial banking partners and portfolio finance teams
- Manage post-close portfolio monitoring and performance tracking
- Work closely with senior leadership in a flat, entrepreneurial environment to shape investment strategy and team development
Requirements
- 5+ years of experience in commercial bank lending, direct lending, business banking, transaction advisory, private credit, private equity, investment banking or related field
- Demonstrated success underwriting lower middle market credit opportunities
- Excellent financial modeling, analytical, and communication skills
- Excellent interpersonal and communication skills; persuasive, confident, and articulate
- Strong commercial judgment and ability to quickly evaluate complex business and financial matters
- Self-starter with an entrepreneurial mindset and a hands‑on, team‑oriented approach
Benefits
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Short Term & Long Term Disability
- Training & Development
- Wellness Resources
Why Join Us
- Opportunity to be a key member of a growing, supportive, and collaborative Social Impact-oriented Private Investment team with a long-term investment horizon and operational focus
- High degree of visibility and impact, with a mandate to help shape and scale the firm’s investment engine