Investment Associate
JSS, New York, NY, United States
My client is aglobal investment firm which provides asset-based credit solutions. This role is based in the New York office 5 days per week. Please note that unfortunately visa sponsorship cannot be offered for this role.
About the Associate Role
The new Associate will work as a core member of the Investment Team and contribute to a broad range of functions, including credit analysis, financial statement/model review, scenario modelling, deal execution, portfolio monitoring, and certain sourcing activities. My client is looking for an individual passionate about fintech with a strong understanding of asset-backed corporate finance fundamentals.
Responsibilities
Underwrite investment opportunities utilizing collateral-specific credit analyses (e.g., building collections/charge-off curves, measuring loss coverages, calculating investment returns)
Review diligence materials with a focus on evaluating and manipulating loan tapes to perform credit analysis
Exhibit subject matter expertise across financial statement analysis and fixed‑income transaction mechanics
Work fluently with large and diverse datasets
Prepare investment memos with strong attention to detail
Participate in and support various aspects of the deal execution process
Monitor portfolio companies to ensure accurate reporting and generate performance reviews
Aid in deal sourcing by identifying emerging companies and organizing initial meetings
Develop various pieces of marketing content to build the brand
Qualifications
2–4 years of experience across private credit investing, investment banking, debt capital markets / leveraged finance, structured / asset-based finance, restructuring
Strong knowledge of credit underwriting and accounting principles
Advanced Excel skills
Highly organized with the ability to multi-task and manage priorities against key deadlines
Must be able to work independently but contribute in a team‑oriented environment
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About the Associate Role
The new Associate will work as a core member of the Investment Team and contribute to a broad range of functions, including credit analysis, financial statement/model review, scenario modelling, deal execution, portfolio monitoring, and certain sourcing activities. My client is looking for an individual passionate about fintech with a strong understanding of asset-backed corporate finance fundamentals.
Responsibilities
Underwrite investment opportunities utilizing collateral-specific credit analyses (e.g., building collections/charge-off curves, measuring loss coverages, calculating investment returns)
Review diligence materials with a focus on evaluating and manipulating loan tapes to perform credit analysis
Exhibit subject matter expertise across financial statement analysis and fixed‑income transaction mechanics
Work fluently with large and diverse datasets
Prepare investment memos with strong attention to detail
Participate in and support various aspects of the deal execution process
Monitor portfolio companies to ensure accurate reporting and generate performance reviews
Aid in deal sourcing by identifying emerging companies and organizing initial meetings
Develop various pieces of marketing content to build the brand
Qualifications
2–4 years of experience across private credit investing, investment banking, debt capital markets / leveraged finance, structured / asset-based finance, restructuring
Strong knowledge of credit underwriting and accounting principles
Advanced Excel skills
Highly organized with the ability to multi-task and manage priorities against key deadlines
Must be able to work independently but contribute in a team‑oriented environment
#J-18808-Ljbffr