Associate
LHH · Richmond, Virginia, United States
FULL TIME
Job Description
Associate – Credit & Investment Team
Do you have the following skills, experience and drive to succeed in this role Find out below.
About the CompanyOur client is a well-established, privately owned specialty finance company with a long history of helping businesses acquire essential assets through customized financing solutions. The company is known for its relationship-driven approach, entrepreneurial culture, and commitment to delivering exceptional service to its clients.With a strong track record and a collaborative work environment, the organization offers employees meaningful opportunities for professional growth, leadership exposure, and career advancement.
The OpportunityOur client is seeking an experienced Associate to join its Credit & Investment team. This role is a key part of the transaction review and underwriting process, providing financial analysis, investment evaluation, and portfolio management support.The ideal candidate will be highly analytical, intellectually curious, and comfortable forming independent investment recommendations. This position offers significant exposure to executive leadership and internal investment decision-making while working closely with cross-functional teams.
Key ResponsibilitiesPerform financial analysis of prospective and existing portfolio companiesLead due diligence discussions with management teams and key stakeholdersPrepare credit memorandums and investment recommendationsPresent underwriting findings to investment committees and senior leadershipAssist with portfolio management, credit monitoring, and exposure analysisMonitor portfolio performance and identify emerging risksSupport strategic initiatives and special projects for executive leadershipCollaborate with internal teams to support transaction execution and client service
QualificationsBachelor's degree in Finance, Accounting, Economics, Business, or a related field5+ years of experience in investment banking, commercial banking, corporate finance, private credit, lending, underwriting, or a related financial disciplineStrong financial modeling and financial statement analysis skillsExcellent analytical, problem-solving, and critical-thinking abilitiesExperience evaluating investment, lending, or underwriting opportunitiesAbility to synthesize complex information into clear recommendationsDemonstrated ability to manage multiple priorities and meet deadlinesStrong written and verbal communication skillsHigh degree of ownership, accountability, and initiative
Work EnvironmentThis position offers a collaborative, team-oriented culture with opportunities for professional growth and increasing responsibility. Candidates should thrive in a fast-paced environment while maintaining strong attention to detail, strong business judgment, and a customer-focused mindset. xzbcwsv
Equal Opportunity EmployerOur client is an Equal Opportunity Employer and considers all qualified applicants based on their demonstrated skills, experience, and ability to perform the essential functions of the role.To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
Do you have the following skills, experience and drive to succeed in this role Find out below.
About the CompanyOur client is a well-established, privately owned specialty finance company with a long history of helping businesses acquire essential assets through customized financing solutions. The company is known for its relationship-driven approach, entrepreneurial culture, and commitment to delivering exceptional service to its clients.With a strong track record and a collaborative work environment, the organization offers employees meaningful opportunities for professional growth, leadership exposure, and career advancement.
The OpportunityOur client is seeking an experienced Associate to join its Credit & Investment team. This role is a key part of the transaction review and underwriting process, providing financial analysis, investment evaluation, and portfolio management support.The ideal candidate will be highly analytical, intellectually curious, and comfortable forming independent investment recommendations. This position offers significant exposure to executive leadership and internal investment decision-making while working closely with cross-functional teams.
Key ResponsibilitiesPerform financial analysis of prospective and existing portfolio companiesLead due diligence discussions with management teams and key stakeholdersPrepare credit memorandums and investment recommendationsPresent underwriting findings to investment committees and senior leadershipAssist with portfolio management, credit monitoring, and exposure analysisMonitor portfolio performance and identify emerging risksSupport strategic initiatives and special projects for executive leadershipCollaborate with internal teams to support transaction execution and client service
QualificationsBachelor's degree in Finance, Accounting, Economics, Business, or a related field5+ years of experience in investment banking, commercial banking, corporate finance, private credit, lending, underwriting, or a related financial disciplineStrong financial modeling and financial statement analysis skillsExcellent analytical, problem-solving, and critical-thinking abilitiesExperience evaluating investment, lending, or underwriting opportunitiesAbility to synthesize complex information into clear recommendationsDemonstrated ability to manage multiple priorities and meet deadlinesStrong written and verbal communication skillsHigh degree of ownership, accountability, and initiative
Work EnvironmentThis position offers a collaborative, team-oriented culture with opportunities for professional growth and increasing responsibility. Candidates should thrive in a fast-paced environment while maintaining strong attention to detail, strong business judgment, and a customer-focused mindset. xzbcwsv
Equal Opportunity EmployerOur client is an Equal Opportunity Employer and considers all qualified applicants based on their demonstrated skills, experience, and ability to perform the essential functions of the role.To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
Details
| Company | LHH |
| Location | Richmond, Virginia, United States |
| Type | FULL TIME |
| Niche | finance |