Portfolio Finance - Senior Associate

We are seeking a Senior Associate to support the underwriting, execution, and oversight of investment-grade, senior secured loans to asset managers and the investment vehicles they manage. The role requires a strong understanding of accounting principles, financial concepts, and alternative investment experience. The team is close-knit and highly collaborative, with a shared goal to originate attractive investment opportunities for clients.

Requirements

• Bachelor's degree from a top university
• At least 1 year of relevant experience in fund finance, structured finance, investment banking, private equity, credit hedge fund, private credit, or other alternative investment experience
• Passion and intellectual curiosity for finance/investments
• Good understanding of accounting principles
• Comfort working with and making investment decisions using concepts of leverage in a corporate debt context
• Strong analytical and problem-solving skills
• Excellent communication skills
• Ability to work closely with portfolio managers and senior management
• Strong computer skills including experience with financial applications in Microsoft Office

Benefits

• Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
• Fitness Center Reimbursement Program (Including Online Memberships)
• Employee Assistance Program (EAP)
• Fertility Benefits
• 401(k) Plan w/Company Match
• Pension Plan
• Health Savings Account (HSA) with Company Contributions
• Flexible Spending Accounts (FSA) - Health Care & Dependent Care
• Retirement Health Reimbursement Account
• Basic and Supplemental Life Insurance
• Spouse and Child Life Insurance
• Paid Vacation, Sick Days and Annual Holidays
• Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
• Short and Long Term Disability Plans
• Paid Volunteer Time
• Education Assistance Program
• Charitable Matching Gifts Program
• Commuter Reimbursement Program
• Adoption and Surrogacy Reimbursement Program