Job Overview:
This role will be responsible for originating, structuring, and managing credit investment opportunities sourced through relationships with private equity sponsors focused on lower middle-market transactions. The individual will work closely with internal credit and underwriting teams to identify opportunities that align with the firm's investment strategy. This role requires strong networking and relationship management skills to develop partnerships with private equity sponsors, as well as deep expertise in credit structuring and deal execution.
Key Responsibilities:
- Sponsor Relationship Management: Build and maintain strong relationships with private equity sponsors, focusing on origination of private credit deals in the lower middle market segment.
- Deal Sourcing: Proactively identify investment opportunities by engaging with LMM private equity sponsors and intermediaries, participating in conferences, and leveraging existing networks.
- Transaction Execution: Work closely with internal teams to structure, negotiate, and execute credit transactions, including term loans, unitranche financing, mezzanine debt, and other structured finance solutions.
- Credit Analysis: Lead preliminary credit underwriting, including due diligence, financial analysis, and risk assessment to determine the suitability of potential investments.
- Market Intelligence: Stay updated on trends in the LMM sponsor market, including changes in financing structures, pricing, and competitive landscape.
- Portfolio Management: Monitor performance of portfolio investments, working with the credit and risk teams to ensure timely reporting and addressing any potential risks.
- Cross-functional Collaboration: Partner with internal investment, legal, and risk management teams to ensure smooth deal execution and compliance with firm policies.
- Networking & Business Development: Actively participate in industry events, conferences, and sponsor-related functions to enhance the firm's visibility and drive new business opportunities.
Qualifications:
- Experience: 5-10 years of experience in private credit, leveraged finance, investment banking, or sponsor coverage, with a focus on lower middle market transactions.
- Education: Bachelor's degree in Finance, Business, Economics, or related field. MBA or CFA designation preferred.
- Technical Skills: Deep understanding of credit analysis, loan structuring, and underwriting. Strong financial modeling and deal execution capabilities.
- Relationship Skills: Proven ability to build and manage relationships with private equity sponsors and intermediaries.
- Communication: Excellent verbal and written communication skills, with the ability to present investment opportunities and structure deals effectively.
- Team Player: Ability to collaborate across functions and work in a fast-paced, dynamic environment.
- Motivation: Self-starter with a strong drive to source deals and expand the firm's sponsor coverage platform.
