Vice President, Credit Fund
transitions 123White Plains, NY
Vice President, Credit Fund
transitions 123White Plains, NY
4 days ago
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationAbout the role
Location:
Onsite New York, NYAboutMy client is a leading private credit and equity investment firm focused on supporting private equity sponsors, independent sponsors, and management teams of lower middle-market companies.
Role Overview:
They are seeking a Vice President to join their Investment Team in New York. The VP will be a key deal leader, responsible for driving underwriting, diligence, structuring, and execution efforts working with a junior team member. The ideal candidate will bring direct experience investing across private credit and/or private equity, a proven ability to manage transactions end-to-end through closing via a demonstrated track record, and strong mentorship skills to guide junior team members, while collaborating with senior team members.
Key Responsibilities:
- Investment Execution (70%)Lead underwriting of new investment opportunities, including detailed financialmodeling, risk assessment, and valuation
- Lead and manage deal reads pre-LOI, providing timely and thoughtful feedback, unique insights, and demonstration of expertise to our sponsor partners
- Manage the full diligence process post-LOI: sponsor and management meetings, third- party expert calls, data room reviews, creative desktop research, and reference calls with additional investors who have relevant investment experience
- Develop and present high-quality Investment Committee memos, own key recommendations and drive IC discussions around diligence takeaways
- Lead negotiations on deal structuring and legal documentation, with senior oversight
- Portfolio Management (25%)Actively monitor financial and operating performance of portfolio companies, leading creation of dashboards and materials for quarterly portfolio review, valuation, and LPAC meetings
- Partner with management teams and board members; attend boardmeetings as needed
- Lead amendments, refinancings, and value-add initiatives
- Firm-Building & Leadership (5%)Take ownershipin non-deal firm initiatives (e.g., internship program, fundraising materials, social media strategy)
- Mentor junior deal team membersas appropriate (including interns)
- Qualifications6–10 years of relevant experience in private credit and/or private equity investing
- Strong track record of managing end-to-end investment processes, including deals successfully closed
- Deep analytical and underwriting skills with demonstrated investment judgment
- Proven ability to lead transactions independently while collaborating effectively with senior deal team members
- Excellent relationship-building and communication skills, both internally and externally
- Entrepreneurial mindset with a desire to contribute to firm growth and culture
Matching similar jobs
JOB OVERVIEW
Experience level
Manager
Location
White Plains, NY
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
4 days ago
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE (opens in a new tab)