Associate, Direct Lending

Invesco-posted 2 months ago
$140,000 - $150,000/Yr
Full-time • Entry Level
Hybrid • New York, NY
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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Invesco is looking to add a New York-based Associate or Analyst to its Middle-Market Direct Lending Group for an immediate start. The Middle-Market Direct Lending Group currently operates as an independent team of eleven experienced investors within Invesco's $49 billion Private Credit platform. The Group primarily focuses on directly originated, private debt investments private-equity backed middle market companies in the form of senior secured cash flow-based loans and may also invest, to a lesser extent, in second lien loans, junior capital investments and equity co-investments. The new hire will join at a time of significant growth for the Group and individual opportunity for strong upward mobility as the Group recently launched multiple funding vehicles.

  • Involvement in all aspects of evaluating, implementing, closing and monitoring private debt investments sourced by senior origination professionals.
  • Assist in reviewing, analyzing and making recommendations on new financing opportunities incorporating data from Confidential Information Memorandas, Management Presentations and other presentation and diligence items.
  • Build highly customized cash flow models to understand historical and projected cash flows and service indebtedness under a variety of different scenarios.
  • Support the due diligence process, including preparing due diligence lists, synthesizing data room materials, reviewing third-party consultant reports, understanding macro-level and/or industry trends, performing valuation analysis, participating in due diligence discussions with management and/or private equity firms and other analysis that may be important to making a highly informed investment decision.
  • Support the preparation of the Investment Committee materials, which will include an analysis of key due diligence findings, a supportable investment thesis, a discussion of investment risks and other information to support the investment recommendation.
  • Perform ongoing monitoring and review of existing transactions including historical financial inspection, cash flow modeling, industry analysis and assessments, and maintaining and strengthening borrower and sponsor relationships.
  • Help prepare presentations for meetings with clients.
  • Assist in workstreams associated with capital raising activities, which may include preparing marketing presentations, assisting with due diligence process and other activities related to legal documentation, internal approvals and compliance.
  • Bachelor's Degree required, other designations (CFA or CPA candidates) helpful.
  • 1-3 years of work experience in a credit or private equity related role. Strong preference for direct lending, private credit, leveraged finance in bank or equity investment experience in middle market companies.
  • Aptitude for detail and a strong dedication to accuracy.
  • Ability to distill key information from a wide data set.
  • Excellent verbal and written communication skills and effective interpersonal skills.
  • Excellent quantitative and qualitative analysis and financial modeling skills.
  • Proficient user of Microsoft Office, Excel and Word and Bloomberg.
  • Self-motivated, multi-tasker with the ability to work independently and follow through on projects.
  • Team Oriented.
  • Flexible paid time off
  • Hybrid work schedule
  • 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
  • Health & wellbeing benefits
  • Parental Leave benefits
  • Employee stock purchase plan
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