What are the responsibilities and job description for the Associate - Direct Lending position at CarterPierce, INC.?
CarterPierce is working on a new search with the Direct Lending team of a leading global investment firm. They create flexible, fully committed investments in large-cap and middle-market businesses. The team focus on directly originated thematic investments with dedicated teams across both North America and Europe.
This is a full-time Direct Lending Associate role based in San Francisco for a near-term start.
Preferred
- 2-3 years of investment banking, direct lending, or private equity experience
- Possesses superior finance, accounting, valuation, modeling, and Excel skills
- Interest in credit/debt is preferred but not mandatory
Core Responsibilities
- Conducting due diligence on investment opportunities, including in-depth analysis on companies and industries (i.e., detailed valuation and financial modeling, sensitivity analysis, DCF analysis, comparable analysis, etc.)
- Preparing and presenting due diligence materials, screening, and investment committee memos
- Ongoing monitoring of portfolio companies, associated industries, and quarterly valuation of investments
- Assisting in research for development of investment themes
- Interfacing and negotiating with external counterparties
