Underwriting Associate - Direct Lending Firm : Job Details

Associate – Underwriting Role

Location: Chicago (Hybrid: 3 days in-office, 2 days remote; flexible schedule)

Overview

A direct lending team is seeking an Associate to support deal evaluation and portfolio management. This role involves analyzing investment opportunities, conducting due diligence, preparing financial models, and monitoring existing investments. The team offers mentorship, growth potential, and excellent benefits, including fully covered healthcare and a generous 401(k) match.

Key Responsibilities

• Evaluate new opportunities and conduct financial and market analysis.
• Build financial models and prepare investment memos.
• Oversee deal processes and coordinate closings.
• Monitor portfolio company performance and provide updates.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• 1-3 years of experience in leveraged finance or banking.
• Strong financial modeling and analytical skills.

#39578