Associate, Underwriting | Private Equity Financing

4 days ago


Chicago, United States Connect Search, LLC Full time

Award-winning and rapidly growing Middle Market Private Equity lender hiring for Associate on Underwriting team Offering an energetic and innovative culture, this firm has quadrupled in size since launching over a decade ago.

Join a high-caliber team boasting a track record of tremendous success.


Keys to an interview - Associate, Underwriting:

  • Minimum of 2 years' full time work experience in Deals & Transactions Advisory, Valuations, Commercial Banking (direct lending / leveraged finance / asset based lending), Investment Banking, or Public Audit
  • Nice to have (or be progressing towards) advanced certification or degree (i.e. CPA, CFA, MBA)


Key Responsibilities - Associate, Underwriting:

  • Maintain full ownership over portfolio accounts that have closed.
  • Evaluate creditworthiness by analyzing financial statements, cash flow projections, and other relevant information.
  • Conduct thorough due diligence on potential transactions, including industry analysis and risk assessment.
  • Assist in preparing credit proposals, underwriting documents, and other necessary documentation.
  • Collaborate with internal teams to ensure accuracy and completeness of underwriting files.
  • Support senior underwriters in managing client relationships and negotiating terms.



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