Hiring: Investments Analyst, ABL / Private Credit and Real Estate Company: Willow Wealth Location: New York, NY Job Posted Time: 2026-09-10 11:36:03 Target Skills & Keywords : Portfolio Management, Wealth Management About the job Experience: •2 years of relevant experience in security analysis, underwriting, or investment manager due diligence Required Skills: •Work closely with the front office, Head of Portfolio Management, General Counsel, and Investment Committee members, and will need to move comfortably between direct deal underwriting and manager-level due diligence. •Asset based finance: underwriting loans and credit structures secured by specific assets or cash flow streams, and evaluating fund-level exposure to asset based lending strategies •Structured products and securitizations: reviewing preferred equity, debt, and securitized instruments •Third-party manager and fund due diligence: evaluating institutional partnerships and fund structures across a consistent diligence framework •Specialty asset classes: supporting diligence on other asset types on the platform as needed, including art-backed lending, aviation financing, equipment lease and financing, intellectual property finance, and music and pharma royalties •Direct real estate investments: underwriting equity and debt positions across a range of real estate transaction types and structures •Investment Committee materials: producing underwriting memos, diligence frameworks, and recommendation write-ups (approve, conditional approve, decline) for IC review •Market and manager research: tracking private markets data and news (real estate outlook reports, credit market commentary, manager updates) to keep diligence current Qualifications: •Approximately 2 years of relevant experience in security analysis, underwriting, or investment manager due diligence •Operational familiarity with preferred equity, debt instruments, and securitizations; direct experience at a platform or firm focused on these instrument types is a strong plus •Strong AI fluency - you should be comfortable using AI tools to accelerate modelling, document review, research synthesis, and memo drafting, and should be able to demonstrate specific ways you have used AI to improve the speed or quality of your analytical work •Solid asset modelling skills, including comfort with waterfall structures, drawdown and return analysis, and comparing return profiles under different fee and return mandates •Strong written communication skills - you will be producing memos that go directly to an Investment Committee, so clarity and precision matter •Self-starter who can manage multiple live diligence threads at once and knows when to escalate open questions rather than guess •A background at a wealth management firm, or a firm investing on behalf of US taxable investors, is preferred •Competitive compensation package, including equity •Health, dental & vision coverage with FSA/HSA options Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!