Senior Associate, Direct Lending
National Life Group - Addison, TX
Hiring: Senior Associate, Direct Lending Company: National Life Group Location: Addison, TX Job Posted Time: 2026-09-10 11:51:31 Employment Type: On-site Target Skills & Keywords : CFA, Microsoft Excel, Microsoft PowerPoint About the job Required Skills: •Conduct comprehensive credit analysis, including financial statement review, credit risk assessment, liquidity analysis, capital structure evaluation, and due diligence. •Develop and maintain complex financial models, including cash flow analysis, covenant compliance, and stress-testing. •Prepare investment memoranda, financial models, and supporting analyses for the Investment Transaction Committee. •Evaluate, underwrite, and execute private credit investment opportunities in collaboration with internal teams and external partners. •Build and maintain relationships with borrowers, investment partners, legal counsel, and other stakeholders. •Evaluate secondary private credit market opportunities, including portfolio acquisitions and single-name investments. •Review transaction documentation, including term sheets, credit agreements, and related legal documents in partnership with internal and external counsel. •Monitor portfolio performance, covenant compliance, financial results, and identify portfolio optimization opportunities. Qualifications: •Bachelor's degree in Finance, Accounting, Economics, or a related field. •Minimum of two (2) years of experience in private credit, private equity, investment banking, or a similar financial services role. •Proficiency with Microsoft Excel, Word, and PowerPoint. •In-depth knowledge of credit markets, capital structures, debt instruments, and investment analysis. •Excellent written and verbal communication, organizational, and time-management skills. •MBA and/or CFA designation. •Exposure to secondary private credit market investing. •All Applicants Are Expected To Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work. •Stay curious and open to new AI-enabled ways of working. Compensation: •$163,125 - $239,250 / year 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!