transitions 123White Plains, NY
Vice President, Credit Fund
Vice President, Credit Fund
Vice President, Credit Fund
transitions 123White Plains, NY
4 days ago
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
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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
Also on the board Same function, level within a rung
Level
Manager
Location
White Plains, NY
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
4 days ago