Credit Associate

About the Role

Marshall & Machado Recruitment Services Ltd is seeking an Investment Associate with credit experience to contribute across all stages of the deal process.

Key Responsibilities

• Analysis
• Evaluate potential transactions through detailed quantitative and qualitative analysis, including company and sector research.
• Analyse credit secondaries opportunities independently or alongside senior investment professionals.
• Conduct due diligence and support deal execution and transaction management.
• Prepare materials for Investment Committee and other internal meetings.
• Present investment analysis as required.
• Liaise with external consultants and advisers.
• Support the continued development of analytical tools and frameworks for credit secondaries investing.
• Structuring and Execution
• Work with deal teams and in-house legal counsel on potential opportunities.
• Assist with transaction closing and related administration.
• Post-Investment Monitoring
• Monitor portfolio performance and respond to requests for action or approval, including proposed changes to fund terms.
• Prepare returns forecasts, investment commentary and other portfolio information for investor meetings and regular portfolio reviews.
• Deal Sourcing, Marketing and Fundraising
• Conduct desk research and prepare materials supporting marketing, deal sourcing and fundraising activities.
• Support and attend external meetings as required.

Qualifications and Experience

• Essential
• Financial-services experience, including completion of analyst training or equivalent, in one or more of the following areas:
• Private equity
• Private credit or direct lending
• Special situations
• Structured credit
• Liquid loans or high-yield credit
• Leveraged finance
• M&A or corporate finance
• Relevant transactional experience.
• Strong quantitative and qualitative analytical abilities.
• A solid understanding of fundamental credit underwriting and leveraged-buyout capital structures.
• Strong financial and business-modelling skills.
• Desirable
• Knowledge of, or a strong interest in, the secondary market for private and alternative assets.