Senior Associate, Merchant Credit Partners Investment Team jobs in United States
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Merchant · 5 hours ago

Senior Associate, Merchant Credit Partners Investment Team

positionNYC Metro Area
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date1+ years exp

Merchant Credit Partners (MCP) is a specialty lending firm providing tailored credit solutions to wealth management firms. MCP is seeking a Senior Associate to join its investment team, where the role involves portfolio monitoring, borrower engagement, and supporting underwriting and internal investment processes.

Asset ManagementFinancial Services
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Growth Opportunities

Responsibilities

Support monitoring and management of a growing portfolio of borrower relationships
Prepare for and participate in recurring borrower interactions, including quarterly review calls
Analyze borrower financials, performance trends, and key risks; maintain internal monitoring and reporting materials
Own recurring portfolio servicing and reporting workflows, including preparation of internal and shareholder-facing materials
Support underwriting and diligence for new investment opportunities, including financial analysis and research
Build and maintain Excel-based financial models and scenario analyses
Prepare clear, well-structured PowerPoint materials for internal reviews and investment discussions
Partner with colleagues across MCP to improve processes, reporting and efficiency over time

Qualification

Financial modelingInvestment bankingCredit researchExcelPowerPointAnalytical aptitudeClear communicationOrganizational skills

Required

1–3 years of experience in investment banking, credit research, or consulting
Strong Excel and financial modeling skills; high analytical aptitude
Strong PowerPoint skills with a high bar for clarity and presentation quality
Clear written and verbal communicator; able to synthesize complex information
Highly organized with strong attention to detail and follow-through
Comfortable managing multiple workstreams in a fast-paced environment
Based in New York or Miami to support regular, in-person collaboration with the team

Company

Merchant

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Merchant is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management.
dateFounded in 2017
location
New York, New York, USA
people-size11-50 employees
web-link
https://www.merchantim.com/

Funding

Current Stage
Early Stage

Leadership Team

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Candice Carlton
Managing Director | Engagement and Growth Strategy
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Clayton Chandler
Chief Data Officer
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