Product Specialist Associate, Client Partnership Group Direct Lending

Seeking a Product Specialist Associate to support the direct lending strategy within the Client Partnership Group. This role is well‑suited for a candidate with 3–5 years of experience in investment banking, private credit, or an investment team experience who is comfortable initiating and managing deliverables end‑to‑end. The Associate will work closely with senior product specialists, investment professionals, and the sales team to analyze and articulate portfolio performance and prepare high‑quality, investor‑facing materials. The role requires strong analytical skills, sound judgment, and the ability to independently execute deliverables in a fast‑paced environment.What You’ll DoSupport Investor EngagementPrepare clear, articulate and detailed responses to investor inquiries related to fund performance, asset performance, portfolio composition, credit metrics, and investment activitySynthesize complex investment information into concise, professional materials for current and prospective investorsAssist in the preparation of quarterly portfolio reports and presentations, partnering with deals teams and operations to ensure accuracy and consistencyDevelop and refine PowerPoint materials used in investor meetings, marketing efforts, and ongoing client communicationsAnalyze Portfolio & Market DataTrack and analyze key portfolio metrics, including yield, leverage, defaults, and recoveriesMonitor developments in the direct lending market, including competitive dynamics, borrower demand, and macroeconomic trends impacting middle‑market creditEnsure data integrity across reports, presentations, and ad‑hoc analysesExecute IndependentlyManage assigned projects exercising sound judgment and prioritizationProactively identify information gaps, coordinate with internal teams, and drive deliverables to completionSupport ad‑hoc initiatives as needed, adapting quickly to shifting prioritiesExperience3–5 years of experience in investment banking, private credit, direct lending, leveraged finance, or a related investment roleExperience analyzing credit, financial statements, or investment performance; exposure to direct lending is a plusKnowledgeWorking understanding of direct lending and private credit structures, including senior‑secured loansFamiliarity with credit underwriting concepts and risk assessment for middle‑market companiesSkillsStrong PowerPoint skills with the ability to produce polished, investor‑ready materialsStrong Excel skills for data presentationIncredibly high attention to detail with the parse through technical information clearlyThis may include benefits such as: Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, 401(k), Vacation, PTO, Sick/Personal Time and Holidays.