Investment Associate - Special Situations & Opportunistic Credit
Alexander Chapman · New York, New York, United States
FULL TIMEpermanent
Job Description
A leading investment platform is seeking an exceptional Investment Associate to join its New York investment team, focused on special situations and opportunistic credit investing.
Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.
This is a compelling opportunity for an investment professional looking to move from a leading investment bank into a highly analytical, investment-driven environment where they will have meaningful exposure to complex situations, differentiated credit opportunities, and the full investment process.
The OpportunityThe Associate will work closely with senior investment professionals across the sourcing, evaluation, structuring, execution, and ongoing management of investments across the credit spectrum.
The strategy focuses on complex, event-driven and opportunistic situations, often involving businesses undergoing periods of financial or operational complexity. The role will provide significant exposure to situations where rigorous fundamental analysis, downside protection, creative structuring, and disciplined underwriting are critical.
Responsibilities will include:Evaluate new investment opportunities across special situations and opportunistic credit.Build and review detailed financial models, including downside, recovery, liquidity, and restructuring analyses.Analyze capital structures, credit agreements, leverage, liquidity, and enterprise value.Conduct company, industry, competitive, and situational research to develop differentiated investment views.Assess potential restructuring outcomes, recovery values, and risk-adjusted returns.Support transaction structuring, diligence, documentation, and execution.Work closely with senior investment professionals throughout the investment process.Monitor existing investments and developments across portfolio companies and credits.Prepare investment memoranda and materials for internal investment discussions.
Candidate ProfileThe ideal candidate will have 2–4 years of investment banking experience from a leading global or elite boutique investment bank, with a background in:
Restructuring / RXLeveraged Finance / LevFinCredit or distressed-focused investment banking
Candidates should have exceptional financial modeling and analytical capabilities, strong familiarity with complex capital structures, and a genuine interest in investing across special situations and opportunistic credit. xzbcwsv
The successful candidate will be intellectually curious, highly analytical, commercially minded, and comfortable forming views on complex situations where the answer is rarely straightforward.
Find out more about the daily tasks, overall responsibilities, and required experience for this opportunity by scrolling down now.
This is a compelling opportunity for an investment professional looking to move from a leading investment bank into a highly analytical, investment-driven environment where they will have meaningful exposure to complex situations, differentiated credit opportunities, and the full investment process.
The OpportunityThe Associate will work closely with senior investment professionals across the sourcing, evaluation, structuring, execution, and ongoing management of investments across the credit spectrum.
The strategy focuses on complex, event-driven and opportunistic situations, often involving businesses undergoing periods of financial or operational complexity. The role will provide significant exposure to situations where rigorous fundamental analysis, downside protection, creative structuring, and disciplined underwriting are critical.
Responsibilities will include:Evaluate new investment opportunities across special situations and opportunistic credit.Build and review detailed financial models, including downside, recovery, liquidity, and restructuring analyses.Analyze capital structures, credit agreements, leverage, liquidity, and enterprise value.Conduct company, industry, competitive, and situational research to develop differentiated investment views.Assess potential restructuring outcomes, recovery values, and risk-adjusted returns.Support transaction structuring, diligence, documentation, and execution.Work closely with senior investment professionals throughout the investment process.Monitor existing investments and developments across portfolio companies and credits.Prepare investment memoranda and materials for internal investment discussions.
Candidate ProfileThe ideal candidate will have 2–4 years of investment banking experience from a leading global or elite boutique investment bank, with a background in:
Restructuring / RXLeveraged Finance / LevFinCredit or distressed-focused investment banking
Candidates should have exceptional financial modeling and analytical capabilities, strong familiarity with complex capital structures, and a genuine interest in investing across special situations and opportunistic credit. xzbcwsv
The successful candidate will be intellectually curious, highly analytical, commercially minded, and comfortable forming views on complex situations where the answer is rarely straightforward.
Details
| Company | Alexander Chapman |
| Location | New York, New York, United States |
| Type | FULL TIME |
| Niche | hr |
| Experience | permanent |