The Portfolio Associate will underwrite and/or manage existing investment activity and maintain relationships with portfolio companies. The Associate will prepare investment memos, build financial models, and perform in-depth financial analysis on a regular basis. The Associate will also gain exposure to all areas of the business, including the financing process, syndication and capital markets activity, and legal document negotiation. Frequent interaction with clients and senior management is a unique feature of the position. Our work culture encourages a rapid increase in responsibility for employees at all levels and our nationwide clientele ensures opportunity for occasional business travel.

Skills required:

- A strong quantitative and analytical background. Knowledge of and experience with basic accounting and financial principles is required.

- Excellent oral and written communication skills. The position entails frequent communication with c-suite executives of our borrowers, as well as with senior management to discuss performance of underlying investments, evaluate opportunities and make supported, well-informed investment recommendations.

- Ability to manage multiple projects independently and assume a high level of responsibility and accountability

- Ideal candidate will have keen attention to detail and be a self-starter

Prerequisites:

- Strong academic record; business-related major or minor required

- Relevant internship or work experience preferred

- Proficiency in Microsoft Excel

Bachelor's degree
2-4 years' experience in private credit, commercial banking, M&A or transaction advisory services

Veritas Partners

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