Associate, Underwriting | Private Equity Financing jobs in United States
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Connect Search, LLC ยท 5 days ago

Associate, Underwriting | Private Equity Financing

Connect Search, LLC is an award-winning and rapidly growing Middle Market Private Equity lender seeking an Associate for their Underwriting team. The role involves maintaining portfolio accounts, evaluating creditworthiness, conducting due diligence, and preparing underwriting documents.

ConsultingHuman ResourcesStaffing Agency

Responsibilities

Maintain full ownership over portfolio accounts that have closed
Evaluate creditworthiness by analyzing financial statements, cash flow projections, and other relevant information
Conduct thorough due diligence on potential transactions, including industry analysis and risk assessment
Assist in preparing credit proposals, underwriting documents, and other necessary documentation
Collaborate with internal teams to ensure accuracy and completeness of underwriting files
Support senior underwriters in managing client relationships and negotiating terms

Qualification

Public Audit experienceM&A Advisory experienceValuations experienceInvestment Banking experienceAdvanced certification CPAAdvanced certification CFAAdvanced certification MBA

Required

Minimum of 2 years' full time work experience in Public Audit, M&A Advisory, Transfer Pricing, Valuations, Commercial Banking (direct lending / leveraged finance / asset based lending), or Investment Banking

Preferred

Nice to have (or be progressing towards) advanced certification or degree (i.e. CPA, CFA, MBA)

Company

Connect Search, LLC

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Connect Search, LLC is a boutique staffing firm founded by a group of partners who share the same vision and are all recruiters at heart.

Funding

Current Stage
Growth Stage

Leadership Team

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Meade Kelley
Chief Operating Officer
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Ben Hirsh
Partner | President, Direct Hire Placement & Connect Financial Consulting
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Company data provided by crunchbase