Investment Associate – Private Credit

Everest

Investment Associate supporting the evaluation, execution, and management of private credit investments at Everest Global Services, Inc. Collaborating with senior investment professionals in a hybrid work setting.

Posted 6/24/2026full-timeNew York City • New Jersey, New York • 🇺🇸 United StatesJuniorMid-Level💰 $130,000 - $165,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

financial modelingExcelportfolio monitoringperformance trackingcash flow projectionssector allocationrisk concentration analysisdue diligenceinvestment memoranda preparationlegal documentation review

Soft Skills

written communicationverbal communicationanalytical skillsattention to detailcollaborationownership mindsetintellectual curiositywork ethic

Certifications & Qualifications

CFA designation

Industry Keywords

investment bankingalternative investmentsprivate creditstructured creditcredit researchinvestment opportunitiesasset managerscounterpartiesinvestment processdiligence materials

About the role

Key responsibilities & impact

Conduct analysis on new investment opportunities across the private credit spectrum including direct lending, opportunistic, asset backed etc.
Support due diligence efforts, including review of diligence materials, legal documentation, financial models, and third-party reports
Prepare investment memoranda and materials for Investment Committee review
Assist with portfolio monitoring, performance tracking, and ongoing management of existing investment
Interface with asset managers, banks, and other counterparties on new investment opportunities and existing portfolio positions
Liaise with internal teams, including deal execution, accounting, legal, tax, operations, and risk, as part of the investment process
Support portfolio construction efforts, including cash flow projections, sector allocation and risk concentration analysis
Support ad hoc projects and broader investment team initiatives as needed

Requirements

What you’ll need

2+ years of experience in investment banking, alternative investments, private credit, structured credit, or credit research
Progress toward CFA designation is a plus
Excellent written and verbal communication skills
Advanced Excel and financial modeling skills required
Strong analytical skills with attention to detail and sound investment judgment
Proven ability to collaborate effectively across teams and functions
Demonstrated ownership mindset, intellectual curiosity, and strong work ethic

Benefits

Comp & perks

health insurance coverage
employee wellness program
life and disability insurance
401k match
retirement savings plan
paid holidays
paid time off (PTO)