Investment Associate

2 days ago


boston, United States Fanning Personnel Full time

Job Title: Investment Associate - Private Credit


Location: Boston, MA


Company Overview: Join a leading Boston-based investment firm managing over $10 billion in assets under management. We work with a diverse range of institutional investors, including sovereign wealth funds, endowments, foundations, pension funds, family offices, and private investors. Our firm is renowned for its multi-disciplinary investment strategies, principled risk management, and commitment to delivering high alpha across various asset classes, including venture capital, private credit, private equity, biotechnology, and hedge fund and multi-asset strategies.


Position Overview: We are seeking a talented and driven Investment Associate to support our growing Private Credit practice. The title will be commensurate with experience. The successful candidate will play a crucial role in enhancing our team's sourcing, underwriting, origination, and surveillance capabilities, working closely with team members on multiple private credit investments across our existing portfolio and investment pipeline.


Key Responsibilities:

  • Underwrite individual credits and pools of credits, ensuring thorough analysis and risk assessment.
  • Manage our pipeline and portfolio systems to support efficient investment operations.
  • Conduct in-depth research on specific investment themes to identify and evaluate opportunities.
  • Collaborate with the existing team to support our funds and investor-facing activities.
  • Build and maintain strong relationships with internal and external stakeholders.


Qualifications:

  • 1-2 years of investment or financial experience, with a strong focus on credit investing or underwriting.
  • At least 1 year of experience in Private Credit.
  • Demonstrated analytical abilities and proficiency in financial modeling.
  • Excellent verbal and written communication skills.
  • Entrepreneurial spirit with a strong team-oriented mindset.
  • Ability to work effectively under the guidance of senior professionals.
  • Bachelor’s degree or higher, with a strong academic track record.
  • Willingness to work on-site in our Boston office 4 days a week.


If you are passionate about credit investing and are looking to grow your career in a dynamic and supportive environment, we encourage you to apply.


  • Investment Advisor

    2 months ago


    Boston, United States Birch Hill Investment Advisors LLC Full time

    Title                      Investment Operations AssociateStatus                   Full TimePosting Date       August 1, 2024DescriptionBirch Hill Investment Advisors is a registered investment advisory (RIA) firm in downtown Boston, MA, with more than $2.6 billion in assets under management. Birch Hill’s...


  • Boston, United States Sands Investment Group Full time

    Job DescriptionJob DescriptionSands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking two highly motivated Brokers to join our Restaurant / Sales Leaseback team. This position offers the opportunity to become an expert in a highly lucrative segment of commercial real estate brokerage under the...

  • Investment Advisor

    2 weeks ago


    boston, United States Birch Hill Investment Advisors LLC Full time

    We are looking to hire a Wealth Management Operations Associate. The person will have two years or more experience at a Registered Investment Advisor, Trust Company, or Bank Investment Management Division. The ideal candidate should have worked in Wealth Management Operations. A plus if the candidate has Advent system experience which includes APX, Moxy,...

  • Investment Advisor

    2 weeks ago


    boston, United States Birch Hill Investment Advisors LLC Full time

    We are looking to hire a Wealth Management Operations Associate. The person will have two years or more experience at a Registered Investment Advisor, Trust Company, or Bank Investment Management Division. The ideal candidate should have worked in Wealth Management Operations. A plus if the candidate has Advent system experience which includes APX, Moxy,...

  • Investment Advisor

    3 weeks ago


    Boston, United States Birch Hill Investment Advisors LLC Full time

    We are looking to hire a Wealth Management Operations Associate. The person will have two years or more experience at a Registered Investment Advisor, Trust Company, or Bank Investment Management Division. The ideal candidate should have worked in Wealth Management Operations. A plus if the candidate has Advent system experience which includes APX, Moxy,...


  • Boston, Massachusetts, United States Citigroup Inc Full time

    Investment Associate RoleThe Investment Associate is a key member of the Citi Private Bank team, responsible for providing exceptional service and investment advice to ultra-high net worth clients in the United States.Key Responsibilities:Understand and meet the investment needs of clients, providing tailored solutions and advice.Develop and maintain strong...

  • Investment Associate

    2 weeks ago


    Boston, United States Fidelity TalentSource LLC Full time

    Job Description:Devonshire InvestorsInvestment Associate\u00A0- Venture Capital Investment Team About the RoleThe Investment Associate will join Devonshire s growing Venture Capital investment team. Devonshire s Venture Capital platform invests in technology and life sciences companies in the United States, Europe and Asia.The team is seeking a highly...

  • Investment Associate

    3 weeks ago


    boston, United States FanningMasis Full time

    Outstanding opportunity to join a Boston Asset Manager as an Investment Associate. The firm platform includes capabilities in venture capital, private credit, private equity, biotechnology and other hedge fund and multi-asset strategies. Very strong salary and bonus. Job DescriptionSeeking an investment analyst or associate (title commensurate with...

  • Investment Associate

    3 weeks ago


    boston, United States FanningMasis Full time

    Outstanding opportunity to join a Boston Asset Manager as an Investment Associate. The firm platform includes capabilities in venture capital, private credit, private equity, biotechnology and other hedge fund and multi-asset strategies. Very strong salary and bonus. Job DescriptionSeeking an investment analyst or associate (title commensurate with...

  • Investment Associate

    1 month ago


    Boston, United States FanningMasis Full time

    Outstanding opportunity to join a Boston Asset Manager as an Investment Associate. The firm platform includes capabilities in venture capital, private credit, private equity, biotechnology and other hedge fund and multi-asset strategies. Very strong salary and bonus. Job DescriptionSeeking an investment analyst or associate (title commensurate with...

  • Investment Associate

    1 month ago


    Boston, United States FanningMasis Full time

    Outstanding opportunity to join a Boston Asset Manager as an Investment Associate. The firm platform includes capabilities in venture capital, private credit, private equity, biotechnology and other hedge fund and multi-asset strategies. Very strong salary and bonus. Job DescriptionSeeking an investment analyst or associate (title commensurate with...

  • Investment Associate

    1 month ago


    Boston, United States Fanning Personnel Full time

    Job Title: Investment Associate - Private CreditLocation: Boston, MACompany Overview: Join a leading Boston-based investment firm managing over $10 billion in assets under management. We work with a diverse range of institutional investors, including sovereign wealth funds, endowments, foundations, pension funds, family offices, and private investors. Our...


  • Boston, Massachusetts, United States HighVista Strategies Full time

    HighVista Strategies OverviewHighVista Strategies is a Boston-based investment firm with approximately $11 billion in assets under management and over 70 employees. We were founded in 2004 and have been managing funds since 2005 for a variety of institutional investors including sovereign wealth funds, endowments, foundations, and pension funds, as well as...


  • Boston, United States Partners Capital Full time

    The Senior Investment Associate located in Boston will be a key part of teams that manage multi-asset class portfolios for our clients. As a rapidly growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced entrepreneurial environment.Client Portfolio Management (Primary Focus): The Senior Investment Associate will...


  • boston, United States Partners Capital Full time

    The Senior Investment Associate located in Boston will be a key part of teams that manage multi-asset class portfolios for our clients. As a rapidly growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced entrepreneurial environment.Client Portfolio Management (Primary Focus): The Senior Investment Associate will...


  • Boston, United States Partners Capital Full time

    The Senior Investment Associate located in Boston will be a key part of teams that manage multi-asset class portfolios for our clients. As a rapidly growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced entrepreneurial environment.Client Portfolio Management (Primary Focus): The Senior Investment Associate will...


  • Boston, Massachusetts, United States GMO Full time

    Investment Research AssociateGMO is a global investment manager seeking a highly motivated and analytical individual to join our Investment Research Associate program. As a key member of our team, you will work closely with experienced researchers, portfolio managers, and traders to develop and refine investment models and frameworks.Responsibilities:Develop...


  • Boston, Massachusetts, United States Raw Selection Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate to join our Private Equity team. As an Associate, you will play a key role in sourcing, evaluating, and conducting due diligence on potential investment opportunities.Key ResponsibilitiesSourcing and evaluating investment opportunities to identify potential portfolio...


  • Boston, Massachusetts, United States GMO Full time

    Investment Operations Associate ProgramGMO is a global investment manager committed to delivering superior long-term investment performance and advice to our clients. Our Investment Operations Associate Program is a unique opportunity to gain a deep understanding of the full breadth of investment operations while learning the inner workings of an investment...


  • Boston, United States Venture Search Full time

    Venture Search is working with a top investment firm, which has been around for 20 years. They cover both private and public market strategies and, as part of their continued growth, are looking for a Investment Analyst/Associate for their Private Credit team.The hires must be happy to relocate to Boston, and need to have previous experience in compliance...