Invesco · 20 hours ago
Associate, Direct Lending
New York, NY
Full-time
Onsite
Entry Level
$140K/yr - $150K/yr
1+ years expInvesco is one of the world’s leading independent global investment firms, dedicated to rethinking possibilities for clients. The Associate will support senior deal team members in assessing new direct lending financing opportunities and managing portfolio accounts, playing a crucial role in credit proposal preparation and due diligence processes.
FinanceFinancial ServicesVenture Capital
Responsibilities
Involvement in all aspects of evaluating, implementing, closing and monitoring private debt investments sourced by senior origination professionals
Assist in reviewing, analyzing and making recommendations on new financing opportunities incorporating data from Confidential Information Memorandas, Management Presentations and other presentation and diligence items
Build highly customized cash flow models to understand historical and projected cash flows and service indebtedness under a variety of different scenarios
Support the due diligence process, including (but not limited to) preparing due diligence lists, synthesizing data room materials, reviewing third-party consultant reports, understanding macro-level and/or industry trends, performing valuation analysis, participating in due diligence discussions with management and/or private equity firms and other analysis that may be important to making a highly informed investment decision
Support the preparation of the Investment Committee materials, which will include an analysis of key due diligence findings, a supportable investment thesis, a discussion of investment risks and other information to support the investment recommendation
Perform ongoing monitoring and review of existing transactions including historical financial inspection, cash flow modeling, industry analysis and assessments, and maintaining and strengthening borrower and sponsor relationships
Help prepare presentations for meetings with clients
Assist in workstreams associated with capital raising activities, which may include preparing marketing presentations, assisting with due diligence process and other activities related to legal documentation, internal approvals and compliance
Qualification
Required
Bachelor's Degree required, other designations (CFA or CPA candidates) helpful
1-3 years of work experience in a credit or private equity related role. Strong preference for direct lending, private credit, leveraged finance in bank or equity investment experience in middle market companies
Aptitude for detail and a strong dedication to accuracy
Ability to distill key information from a wide data set
Excellent verbal and written communication skills and effective interpersonal skills
Excellent quantitative and qualitative analysis and financial modeling skills
Proficient user of Microsoft Office, Excel and Word and Bloomberg
Self-motivated, multi-tasker with the ability to work independently and follow through on projects
Team Oriented
Benefits
Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan
Company
Invesco
Invesco Ltd.
5001-10000 employees
H1B Sponsorship
Invesco has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (57)
2024 (60)
2023 (54)
2022 (63)
2021 (63)
2020 (67)
Funding
Current Stage
Late StageLeadership Team
Kelvin Liu
Partner & Senior Portfolio Manager
Recent News
PR Newswire
2026-01-03
2025-12-18
2025-10-28
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