Conduct in-depth credit analysis, including financial statement review, cash flow modeling, and capital structure evaluation
Build and maintain detailed financial models to assess investment opportunities
Perform due diligence on prospective investments, including industry research and competitive analysis
Prepare investment memos and present recommendations to the investment committee
Monitor existing portfolio investments, including performance tracking and risk assessment
Analyze covenant compliance, liquidity positions, and credit metrics
Assist in structuring transactions, including debt terms, pricing, and documentation review
Collaborate with senior team members on deal execution and portfolio management
Stay current on market trends, credit conditions, and macroeconomic developments Qualifications
Not Met Priorities
What still needs stronger evidence
Requirements
Stay current on market trends, credit conditions, and macroeconomic developments Qualifications
2-3 years of experience in credit analysis, leveraged finance, investment banking, private credit, or related fields
Strong understanding of fixed income and credit markets
Advanced financial modeling and valuation skills
Proficiency in Excel and financial analysis tools
Excellent analytical, writing, and communication skills
Preferred Skills
2-3 years of experience in credit analysis, leveraged finance, investment banking, private credit, or related fields
Education
(Not required)
– Bachelor’s degree in Finance, Accounting, Economics, or related field
Position Summary Our client is seeking a highly motivated Investment Associate with a strong credit background to join their investment team. This role will focus on evaluating, executing, and monitoring credit investments across a range of industries. The ideal candidate brings a solid foundation in credit analysis, financial modeling, and risk assessment, along with the ability to thrive in a dynamic, deal-oriented environment. Key Responsibilities Conduct in-depth credit analysis, including financial statement review, cash flow modeling, and capital structure evaluation Build and maintain detailed financial models to assess investment opportunities Perform due diligence on prospective investments, including industry research and competitive analysis Prepare investment memos and present recommendations to the investment committee Monitor existing portfolio investments, including performance tracking and risk assessment Analyze covenant compliance, liquidity positions, and credit metrics Assist in structuring transactions, including debt terms, pricing, and documentation review Collaborate with senior team members on deal execution and portfolio management Stay current on market trends, credit conditions, and macroeconomic developments Qualifications Bachelor’s degree in Finance, Accounting, Economics, or related field 2-3 years of experience in credit analysis, leveraged finance, investment banking, private credit, or related fields Strong understanding of fixed income and credit markets Advanced financial modeling and valuation skills Proficiency in Excel and financial analysis tools Excellent analytical, writing, and communication skills Strong attention to detail and ability to manage multiple priorities The Equus Group is an Equal Opportunity Employer and takes pride in maintaining a diverse environment. We do not discriminate in recruitment, hiring, training, promotion, or any other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status.
The Equus Group
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Chicago, IL