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Associate - Direct Lending - Investment Management - Boston - Hybrid

Daley and Associates

  • Boston, MA
  • 3 days ago
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    Skills

    • Accountingunmatched
    • Analysis Skillsunmatched
    • Cash Flow Projectionunmatched
    • Communication Skillsunmatched
    • Credit Analysisunmatched
    • Detail Orientedunmatched
    • Direct Lendingunmatched
    • Economicsunmatched
    • Entrepreneurshipunmatched
    • Financeunmatched
    • Financial Analysisunmatched
    • Financial Modelingunmatched
    • Investment Analysisunmatched
    • Investment Managementunmatched
    • Multitaskingunmatched
    • Portfolio Analysisunmatched
    • Presentation/Verbal Skillsunmatched
    • Sales Qualificationunmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • Underwritingunmatched
    • Writing Skillsunmatched

    Description

    Associate - Direct Lending - Investment Management - Boston - Hybrid 

    A leading investment firm is expanding its Lower Middle Market Direct Lending team in Boston and is seeking high-performing Analysts to join the team. 

    Responsibilities
    • Evaluate new investment opportunities through detailed financial and credit analysis
    • Build and analyze financial models, capital structures, cash flow projections, and downside/upside scenarios
    • Conduct company, industry, and comparable company research
    • Prepare credit memoranda and Investment Committee materials
    • Monitor existing portfolio investments and evaluate incremental financing opportunities
    • Participate in Investment Committee discussions and broader investment team initiatives
    • Take on increasing responsibility within a collaborative, entrepreneurial investment environment
    Qualifications:
    • Bachelor’s degree with a strong academic record (3.5+ GPA), in Finance, Accounting, Economics, or a related field
    • 1-3 years of relevant experience
    • Strong financial modeling, Excel, credit analysis, and accounting skills
    • Excellent written and verbal communication abilities
    • Strong attention to detail and ability to manage multiple priorities under tight deadlines
    • Self-starter who is comfortable working independently and taking on additional responsibility
    This is an opportunity to join a growing platform with significant capital to deploy and meaningful exposure to the full investment lifecycle, from underwriting through portfolio management. The expected base compensation is between $120K-$140K, with significant bonus potential. Qualified candidates, contact Erin at esullivan@daleyaa.com for more information. 



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    Numbers & Facts

    LocationBoston, MA
    IndustryStaffing/Employment Agencies
    Company Size20 to 49 employees
    Year Founded2005
    Websitehttp://daleyaa.com/

    About Company

    Daley And Associates, LLC (“DAA”) is a boutique search, executive, and contract staffing firm located in Boston, MA. We specialize in the placement of Accounting, Finance, Information Technology, Legal, Administrative, and Life Sciences professionals at all levels. The firm was founded in 2005 by distinguished executives with over 30+ years of staffing agency experience with the mission to create a different kind of recruiting firm, one that provides a very hands-on, consultative approach to the clients they serve.


    Daley And Associates works with some of the most prominent businesses in the greater Boston area. Our clients range from promising start-ups to Fortune 100 companies.

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