Investment Associate

2 weeks ago


Chicago, Illinois, United States City & County Credit Union Full time

Overview of City & County Credit Union Private Credit

City & County Credit Union has established a robust private credit platform over the years, aiming to provide appealing returns across various market conditions. Our investment strategy encompasses a comprehensive approach across the risk/return spectrum, utilizing our extensive network to offer tailored investment solutions that align with our clients' objectives. Our dedicated teams focus on deploying capital in direct lending, opportunistic investments, and event-driven strategies, catering to private markets in the U.S., Europe, and Asia.

About the Private Capital Team

The Private Capital team is dedicated to delivering innovative financial solutions to middle-market companies through directly sourced investments that yield attractive risk-adjusted returns. The team has a proven track record of investing significant capital across numerous transactions on behalf of a diverse range of global clients.

Position Summary

We are looking for an Associate-level investment professional responsible for identifying and assessing new investment opportunities, monitoring current holdings, and preparing comprehensive fund performance reports. This role will work closely with the Private Capital leadership and collaborate with other professionals within the organization. Candidates should possess a background in credit investing, along with the analytical and modeling skills necessary to evaluate and oversee existing investments. Key to success in this role will be sound investment judgment, the ability to collaborate effectively with investment partners, a proactive approach, resourcefulness, and a strong sense of curiosity.

Key Responsibilities

  • Conduct industry and company research, developing detailed financial models to highlight key metrics for investment decision-making.
  • Provide thorough analysis of company and due diligence information to support investment conclusions.
  • Create accurate and adaptable financial models and scenario analyses.
  • Prepare clear, precise, and comprehensive investment memoranda.
  • Continuously monitor existing portfolio investments.

Qualifications

  • Bachelor's degree with a strong academic foundation.
  • 2-5 years of relevant experience in investment banking, direct lending, or private debt investing.
  • Exceptional analytical, critical thinking, and communication skills (both oral and written).
  • Comfortable engaging in due diligence discussions with senior management, portfolio companies, sponsors, and other investment professionals.
  • Self-motivated and proactive in problem-solving situations.
  • Able to thrive in a collaborative team environment and demonstrate a quick learning ability.

Compensation and Benefits

The salary range for this position is competitive and commensurate with experience. Employees are also eligible for an annual discretionary bonus and a comprehensive benefits package, including healthcare, leave benefits, and retirement plans. Our compensation philosophy emphasizes pay-for-performance, with total compensation varying based on role, location, and individual performance.

Our Benefits

To keep our employees energized and engaged, we offer a variety of benefits, including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents, and Flexible Time Off (FTO) to help you recharge and be present for your loved ones.

Work Environment

Our hybrid work model fosters a culture of collaboration and mentorship, enhancing the employee experience while providing flexibility. Employees are currently expected to work in the office at least four days a week, with the option to work from home one day per week. Some teams may require additional in-office presence based on their responsibilities. We are committed to maximizing the impactful interactions that occur when we work together in person, aligned with our focus on performance and innovation.

About City & County Credit Union

At City & County Credit Union, we are united by a mission to enhance financial well-being for our clients and the communities we serve. Our clients are saving for retirement, funding education, purchasing homes, and launching businesses. Their investments contribute to the strength of the global economy by supporting businesses of all sizes, financing infrastructure projects, and facilitating innovations that drive progress.

This mission is supported by our commitment to our employees, creating an environment where colleagues feel welcomed, valued, and supported through networks, benefits, and development opportunities that enable them to thrive.

City & County Credit Union is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.



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