Investment Associate – Private Credit

Title:

Investment Associate – Private Credit

Company:

Everest Global Services, Inc.

Job Category:

Finance

Job Description:

Job Summary:
As an Investments Associate, you will play a key role in supporting the evaluation, execution, and ongoing management of private credit investments across a diverse range of strategies, including direct lending, opportunistic credit, and asset-backed opportunities. You will partner closely with senior investment professionals to conduct in-depth analysis, support due diligence efforts, and prepare materials for Investment Committee review.

In this role, you’ll also contribute to the ongoing management of the portfolio, including performance monitoring, portfolio construction, and risk analysis. You will collaborate with cross-functional teams such as legal, accounting, and risk, and engage directly with external partners including asset managers and banks.

This is a highly visible role offering exposure to the full investment lifecycle, ideal for an analytical, detail-oriented professional looking to deepen their experience in private credit within a collaborative and fast-paced investment environment.

This is a hybrid position based in either our Warren, NJ or New York City office working 3 days onsite, 2 remote.

Responsibilities include, but are not limited to:

• 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

Qualifications:

• 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

The base salary range for this position is $130,000 - $165,000 annually. The offered rate of compensation will be based on individual education, experience, qualifications and work location. All offers include access to a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).

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What if I don’t meet every requirement? At Everest we are dedicated to building an inclusive and authentic workplace. So, if you are excited about this role but your past experience doesn’t align perfectly with every element in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles. Please let us know if you need any accommodations throughout the application or interview process.

Our Culture

At Everest, our purpose is to provide the world with protection. We help clients and businesses thrive, fuel global economies, and create sustainable value for our colleagues, shareholders and the communities that we serve. We also pride ourselves on having a unique and inclusive culture which is driven by a unified set of values and behaviors. Click hereto learn more about our culture.

• Our Values are the guiding principles that inform our decisions, actions and behaviors. They are an expression of our culture and an integral part of how we work: Talent. Thoughtful assumption of risk. Execution. Efficiency. Humility. Leadership. Collaboration. Inclusion and Belonging.
• Our Colleague Behaviors define how we operate and interact with each other no matter our location, level or function: Respect everyone. Pursue better. Lead by example. Own our outcomes. Win together.

All colleagues are held accountable to upholding and supporting our values and behaviors across the company. This includes day to day interactions with fellow colleagues, and the global communities we serve.

Type:

Regular

Time Type:

Full time

Primary Location:

New York, NY

Additional Locations:

Warren, NJ

Everest is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex (including pregnancy), sexual orientation, gender identity or expression, national origin or ancestry, citizenship, genetics, physical or mental disability, age, marital status, civil union status, family or parental status, veteran status, or any other characteristic protected by law. As part of this commitment, Everest will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Everest Benefits at everestbenefits@everestglobal.com.

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