Associate (2026) - Investment Team
About The Position
Capital Southwest is a private credit investment firm focused on originating and managing senior secured debt investments in lower middle market companies (EBITDA typically between $3 million and $15 million). The firm partners closely with private equity sponsors and founder-owned businesses, providing flexible capital solutions to support acquisitions, growth initiatives, recapitalizations, and refinancings. As of March 31, 2026 CSWC has total balance sheet assets of approximately $2.2 billion and has funded over $4.1 billion in new direct credit investments across over 194 businesses since 2015. The Associate will be involved in all aspects of the investment underwriting and portfolio management process.
Requirements
- Up to 3-4 years of experience in private credit, commercial lending, investment banking, or related investment professional roles
- Strong financial modeling and analytical capabilities, including experience and aptitude in Microsoft Excel
- Knowledge of corporate finance, accounting, and valuation methodologies
- Ability to operate with autonomy and accountability in a small, execution-focused team
- Strong communication skills including writing/composition, oral, and listening skills
- Must possess a good attitude, be dedicated, have initiative and motivation, attention to detail, teamwork, professionalism, and a developing interest in credit investing
- Be a team player and affable
- Bachelor’s degree in finance, accounting, economics, or related field
Responsibilities
- Assisting with financial modeling
- Preparing and presenting investment committee materials
- Performing industry research to assist in investment decision making
- Helping to monitor portfolio companies
- Developing comparable public company and private transaction valuation analyses
- Aiding the deal team in monitoring the active investment pipeline
- Preparing for weekly investment team meetings
- Assisting with marketing material preparation
- Tracking business development activities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
