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Associate – Private Equity/Credit Underwriting
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Job Description
Associate | Capitala Group
The Tone:
This is a full-time role at Capitala Group, located in Charlotte, NC. Capitala Group is a capital solutions provider that has been investing private credit and private equity to lower and middle-market businesses throughout North America for over twenty years. Since 1998, Capitala has invested over $3.2 billion, utilizing its flexible capital mandate to deliver creative financing solutions. This role is critical in supporting the underwriting team by helping to analyze, evaluate, and execute a range of transactions.
The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Charlotte, NC
• Team: Works closely with analysts, other associates, VPs, and directors to guide investment decisions.
• Mission: This role supports the underwriting team by analyzing, evaluating, and executing a range of transactions for lower and middle-market businesses.
• Tech Stack: MS Office, Excel, PowerPoint
What You’ll Actually Do
• Guide Investment Decisions: Work closely with analysts, other associates, VPs, and directors to inform investment strategies.
• Model Transactions: Build financial models for debt and equity transactions to analyze and structure potential investments.
• Evaluate Deals: Screen potential transactions, author investment memoranda, and participate in presentations to senior management.
• Perform Due Diligence: Conduct business, financial, and industry due diligence during deal execution to evaluate transaction merits.
• Support Fundraising: Prepare analyses and marketing presentations for fundraising efforts and investor relations.
The Must-Haves
• Background: Bachelor’s degree in finance, accounting, or a related field.
• Experience: 2-4 years of relevant experience, including middle market investment banking, leveraged finance, or private equity.
• Skills: Excellent analytical skills, ability to build complex financial models, strong organizational skills, keen attention to detail, strong written and oral communication skills, and advanced proficiency in MS Office, including Excel and PowerPoint.
