Private Credit Investment Associate

Corient•Dallas, TX

2d•Hybrid

About The Position

Join a team that values your ambition and empowers your growth. At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Requirements

Bachelor’s degree in Finance, Economics, Business, or related field.
2–4 years in private credit, leverage finance, or debt capital markets preferred.
Strong analytical, financial modeling, and problem-solving skills; proficient in analytical tools and applications.
Exceptional communicator in both written and verbal formats; excels in both collaborative and independent work environments.
Meticulous data tracking for fund performance and due diligence pipelines.
Willingness to travel 10%–20% for manager onsite visits.
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States.
For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
Corient will require proof of work authorization.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Nice To Haves

CFA or CAIA designations encouraged

Responsibilities

Execute due diligence on private investments for Corient’s alternatives platform with a focus on private credit. Analyze direct lending strategies (senior secured, unitranche, and mezzanine debt funds), specialty finance markets (asset-backed lending, litigation finance, and royalties strategies), and opportunistic credit managers (distressed debt, special situations, and structured credit).
Conduct manager meetings. Perform rigorous remote and in-person operational and investment reviews.
Author investment memos. Produce comprehensive risk-return profiles and underwriting documentation.
Conduct ongoing platform monitoring. Track manager performance and maintain monitoring database.
Support Advisors and Clients. Create marketing collateral and educational materials for platform investments.
Help wealth advisory teams with navigating the Corient platform or answering technical queries.
Articulate private credit market trends.