Creative Financial Staffing (CFS)
Investment Associate
Creative Financial Staffing (CFS), Southport, Connecticut, United States, 06490
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Investment Associate
role at
Creative Financial Staffing (CFS) Join to apply for the
Investment Associate
role at
Creative Financial Staffing (CFS) Creative Financial Staffing (CFS) provided pay range
This range is provided by Creative Financial Staffing (CFS). Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$80,000.00/yr - $95,000.00/yr Location:
Southport, CT
CFS is partnering with a local Investment Management organization who are looking for their next Investment Associate.
Why This Company
Great work life balance! They are a very close team with a family feel, celebrating everyone’s life accomplishments and milestones. Extremely well-established organization. Growing year over year. Growth potential in this role.
Job Highlights / Responsibilities
Work on multiple transactions at once across various stages of the investment process. Educate borrowers and brokers on their loan programs. Provide best-in-class service to direct borrowers and intermediaries. Participate in the underwriting and execution process of direct lending investments from due diligence to Investment Committee approval. Research and analyze transactions, including risk and creditworthiness of borrower. Create and update financial models for transactions. Generate Investment Committee materials and actively participate in the Investment Committee process. Assist in the legal documentation process and draft investment term sheets. Oversee existing investments and monitor financial performance. Maintain relationships with borrowers and intermediaries.
Requirements
Rising senior or recently obtained BA or BS required with a strong GPA (3.5 or above). 1-3 years of investment banking or relevant investment experience (middle market credit, direct lending, lender finance). Strong attention to detail and ability to multi-task. Collegial and transparent with a high level of integrity. Proficient in Excel, Word, Outlook and PowerPoint. Excellent communication and interpersonal skills. Strong analytical and research skills.
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Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Accounting Referrals increase your chances of interviewing at Creative Financial Staffing (CFS) by 2x Get notified about new Investment Associate jobs in
Southport, CT . Bridgeport, CT $85,000.00-$95,000.00 2 weeks ago Stamford, CT $85,000.00-$95,000.00 1 week ago Purchase, NY $60,000.00-$90,000.00 5 months ago Stamford, CT $59,000.00-$77,000.00 3 days ago Stamford, CT $80,000.00-$110,000.00 3 days ago Fairfield County, CT $65,000.00-$100,000.00 4 days ago Purchase, NY $90,000.00-$120,000.00 1 week ago Private Equity Associate, Business Services
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Investment Associate
role at
Creative Financial Staffing (CFS) Join to apply for the
Investment Associate
role at
Creative Financial Staffing (CFS) Creative Financial Staffing (CFS) provided pay range
This range is provided by Creative Financial Staffing (CFS). Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$80,000.00/yr - $95,000.00/yr Location:
Southport, CT
CFS is partnering with a local Investment Management organization who are looking for their next Investment Associate.
Why This Company
Great work life balance! They are a very close team with a family feel, celebrating everyone’s life accomplishments and milestones. Extremely well-established organization. Growing year over year. Growth potential in this role.
Job Highlights / Responsibilities
Work on multiple transactions at once across various stages of the investment process. Educate borrowers and brokers on their loan programs. Provide best-in-class service to direct borrowers and intermediaries. Participate in the underwriting and execution process of direct lending investments from due diligence to Investment Committee approval. Research and analyze transactions, including risk and creditworthiness of borrower. Create and update financial models for transactions. Generate Investment Committee materials and actively participate in the Investment Committee process. Assist in the legal documentation process and draft investment term sheets. Oversee existing investments and monitor financial performance. Maintain relationships with borrowers and intermediaries.
Requirements
Rising senior or recently obtained BA or BS required with a strong GPA (3.5 or above). 1-3 years of investment banking or relevant investment experience (middle market credit, direct lending, lender finance). Strong attention to detail and ability to multi-task. Collegial and transparent with a high level of integrity. Proficient in Excel, Word, Outlook and PowerPoint. Excellent communication and interpersonal skills. Strong analytical and research skills.
#INJUL2025
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Accounting Referrals increase your chances of interviewing at Creative Financial Staffing (CFS) by 2x Get notified about new Investment Associate jobs in
Southport, CT . Bridgeport, CT $85,000.00-$95,000.00 2 weeks ago Stamford, CT $85,000.00-$95,000.00 1 week ago Purchase, NY $60,000.00-$90,000.00 5 months ago Stamford, CT $59,000.00-$77,000.00 3 days ago Stamford, CT $80,000.00-$110,000.00 3 days ago Fairfield County, CT $65,000.00-$100,000.00 4 days ago Purchase, NY $90,000.00-$120,000.00 1 week ago Private Equity Associate, Business Services
Senior Associate- Client Services- Global $100+ Billion Asset Manager- Stamford/NYC
Stamford, CT $110,000.00-$140,000.00 3 weeks ago Associate / Senior Associate - Infrastructure Credit (Sustainability) - Mid-Market
Private Equity - Strategy & Analytics Associate
Greenwich, CT $130,000.00-$170,000.00 2 months ago Financial Analyst, Mergers and Acquisitions
Greenwich, CT $240,000.00-$350,000.00 5 months ago Hauppauge, NY $80,000.00-$100,000.00 2 weeks ago Fairfield County, CT $85,000.00-$120,000.00 1 week ago Credit Analyst - Fixed Income Private Placements
Stamford, CT $65,000.00-$75,000.00 4 months ago Norwalk, CT $85,000.00-$120,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr