What are the responsibilities and job description for the Vice President, Private Credit position at Eagle Realty Group?
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A Day in the Life of the Vice President, Private Credit
Manages deal teams and work streams including the analysis, underwriting and execution of unitranche or mezzanine debt investments and corresponding equity co-investments toward the achievement of the management objectives of Eagle Realty Group. Targets privately held companies in the continental US seeking unitranche or mezzanine debt investments and corresponding equity co-investment. Interacts directly with private equity groups, the management of portfolio companies, target companies, and investment banks. Conducts negotiations in regard to pricing and structure, and sources deals. Establishes a strong reputation in the market and targets deals in the $20 million to $50 million range, eventually producing 3 -to 6 deals annually.
Duties & Responsibilities:
- Sources proprietary investment opportunities and creates an investment deal flow pipeline.
- Validates the business opportunity, establishes an investment case, and structures and negotiates terms for potential investments.
- Calls on prospective private equity, groups and investment banks to generate deal flow, and negotiate terms of the engagement. Meets with clients to establish investment goals, and to present prospective investments.
- In coordination with outside counsel, coordinates the closing process for all new investments.
- Reviews and finalizes draft investment memos, including the presentation and final recommendation of investments to the Investment and Finance Committees.
- Credit Quality: play a lead role in identifying issues in underlying portfolio companies and taking corrective actions.
- Interacts directly with private equity groups, the management of portfolio companies, target companies, and investment banks. Maintains strong and positive relationships with private equity groups, family offices, investment bankers, commercial bankers, attorneys and accountants
Qualification Criteria
- BA/BS Accounting, Finance or Economics. (Required)
- MBA (Preferred)
- Typically requires 10 of corporate lending experience, including origination, structuring and closing of leveraged debt transactions.
- Proven prior experience, skills and knowledge in insurance, banking or other financial services industry.
- Proven strong and significant network with bankers and private equity funds in the US and primarily the Midwest.
- Demonstrated investment analysis, diligence, and process experience.
Premier Benefits to Support You
We offer a comprehensive benefits package, including:
- Medical, dental, vision, and life insurance.
- 401(k) savings plan with pension options.
- Paid time off increasing with tenure.
- Tuition reimbursement and individualized career development plans.
- Parental leave and maternity leave with a 4-week transition back to work.
- Access to on-site amenities like a fitness center, cafeteria and more.
- Extensive employee discount program.
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