Investment Analyst, Private Credit

Full-timeEdison, NJTeam: Private Credit

Underwrite direct lending opportunities, build and audit financial models, and support portfolio monitoring and value creation initiatives.

Responsibilities

  • Own underwriting workstreams including model builds and scenario analysis
  • Lead diligence coordination with third parties and internal stakeholders
  • Draft investment memos and present findings to the IC
  • Monitor portfolio companies and update KPI dashboards
  • Contribute to sourcing and screening of new opportunities
  • Review and synthesize legal and financial due‑diligence findings into clear implications for risk/return
  • Support ongoing portfolio management, including covenant tracking and variance analysis vs. underwritten cases

Qualifications

  • 1–3 years in investment banking, private credit, or equivalent analytical role
  • Strong accounting and modeling skills; advanced Excel
  • Clear communication and ability to drive cross-functional projects
  • Bachelor’s degree in Finance, Accounting, Economics, or related
  • Comfort working in a lean team and taking ownership of work product end‑to‑end

Preferred Experience

  • Exposure to leveraged finance, direct lending, or private credit transactions
  • Experience reviewing credit agreements, term sheets, and related documentation
  • Familiarity with portfolio monitoring tools or building simple dashboards for KPIs