What are the responsibilities and job description for the Associate - Job #1975 position at Pinnacle Group?
Client:
Our client is the private credit group of a large global Private Investment firm. They are a private credit investing platform offering direct lending capabilities to middle-market companies across various industry sectors.
Opportunity:
They are currently seeking an Associate to join their Boston team. The Principle functions include developing opinions on prospective investments, performing due diligence, conducting investment analysis and writing investment summaries, primarily on credit securities including senior debt, junior debt, hybrid securities, and equity coinvests. The Associate will work in small deal teams (usually 2 to 3, with 1-2 senior deal team members) on all aspects of credit investing. The group has significant capital to invest, and they have been quite active in recent years. They typically invest in middle market companies across all industry sectors.
Responsibilities:
- Work on a small deal team, on all aspects of credit investing
- Play a key role in the execution of a transactions and management of portfolio investments, including due diligence, financial modeling, industry research, preparation of investment memoranda
- Work closely with financial sponsors and management teams
- Manage transactions with minimal supervision
- Strive to make a positive impact by being a team player and an effective project manager
- Develop an understanding of the firm’s credit philosophy and apply it to the evaluation and execution of investments
Qualifications:
- At least two years prior relevant work experience (leveraged finance, financial sponsors or M&A investment banking, private equity, or private credit investing)
- Bachelor’s degree with strong academic performance
- Ties to Boston preferred
- Ability to work well with other team members at various levels of seniority
- Produce high-quality, accurate work in a timely manner, with strong attention to detail
- Demonstrated ability to manage multiple assignments simultaneously
- Strong quantitative and problem solving ability
- Take ownership of projects and drives the process but also knows when to ask for assistance
- Excellent oral and written communication skills
- Maturity to build strong relationships with counterparts at operating companies and financial sponsors