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Merchant · 8 hours ago

Senior Associate, Merchant Credit Partners Investment Team

NYC Metro Area

Full-time

Onsite

Mid, Senior Level

1+ years exp

Merchant Credit Partners (MCP) is a specialty lending firm providing tailored credit solutions to wealth management firms. MCP is seeking a Senior Associate to join its investment team, where the role involves portfolio monitoring, borrower engagement, and supporting underwriting and internal investment processes.

Asset ManagementFinancial Services

Growth Opportunities

Responsibilities

Support monitoring and management of a growing portfolio of borrower relationships

Prepare for and participate in recurring borrower interactions, including quarterly review calls

Analyze borrower financials, performance trends, and key risks; maintain internal monitoring and reporting materials

Own recurring portfolio servicing and reporting workflows, including preparation of internal and shareholder-facing materials

Support underwriting and diligence for new investment opportunities, including financial analysis and research

Build and maintain Excel-based financial models and scenario analyses

Prepare clear, well-structured PowerPoint materials for internal reviews and investment discussions

Partner with colleagues across MCP to improve processes, reporting and efficiency over time

Qualification

Financial modelingInvestment bankingCredit researchExcelPowerPointAnalytical aptitudeClear communicationOrganizational skills

Required

1–3 years of experience in investment banking, credit research, or consulting

Strong Excel and financial modeling skills; high analytical aptitude

Strong PowerPoint skills with a high bar for clarity and presentation quality

Clear written and verbal communicator; able to synthesize complex information

Highly organized with strong attention to detail and follow-through

Comfortable managing multiple workstreams in a fast-paced environment

Based in New York or Miami to support regular, in-person collaboration with the team

Company

Merchant

Merchant is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management.

Founded in 2017

New York, New York, USA

11-50 employees

https://www.merchantim.com/

Funding

Current Stage

Early Stage

Leadership Team

Candice Carlton

Managing Director | Engagement and Growth Strategy

Clayton Chandler

Chief Data Officer

Recent News

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