Apis & Heritage Capital Partners · 1 week ago
Associate Director, Private Credit
Apis & Heritage Capital Partners is a leading investment firm with a unique employee ownership focused strategy. They are seeking a dynamic and highly motivated Associate Director to join their Investment team, playing a key role across the full investment lifecycle including originations, due diligence, execution, and post-close portfolio management.
Responsibilities
Lead underwriting for new potential investment opportunities as they are identified
Drive modeling and diligence for opportunities that progress through the deal funnel across a number of industries
Produce and present screening and investment memorandum for internal and investment committee meetings
Support deal execution, including diligence, structuring, documentation and closing
Serve as a point of contact for commercial banking partners and portfolio finance teams
Manage post-close portfolio monitoring and performance tracking
Work closely with senior leadership in a flat, entrepreneurial environment to shape investment strategy and team development
Qualification
Required
5+ years of experience in commercial bank lending, direct lending, business banking, transaction advisory, private credit, private equity, investment banking or related field
Demonstrated success underwriting lower middle market credit opportunities
Excellent financial modeling, analytical, and communication skills
Excellent interpersonal and communication skills; persuasive, confident, and articulate in
Strong commercial judgment and ability to quickly evaluate complex business and financial matters
Self-starter with an entrepreneurial mindset and a hands-on, team-oriented approach
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Family Leave (Maternity, Paternity)
Short Term & Long Term Disability
Training & Development
Wellness Resources
Company
Apis & Heritage Capital Partners
Apis & Heritage Capital Partners is a private equity firm that buys closely-held businesses and converts them into employee-owned business.
Funding
Current Stage
Early StageRecent News
2025-06-24
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