Private Credit Originations Specialist– East Coast
PineBridge Investments is a private, global asset manager focused on active, high conviction investing. We draw on the collective power of our experts in each discipline, market, and region of the world through an open culture of collaboration designed to identify the best ideas. Our mission is to exceed clients’ expectations on every level, every day. As of 30 September 2024, the firm managed US$203.1 billion across global asset classes for sophisticated investors around the world.
The role will be based on the East Coast with the expectation of a hybrid work model. PineBridge Private Credit has offices in New York City; Westport, Connecticut; and Fort Lauderdale, Florida.
We are seeking a dynamic Originations Specialist to join our Private Credit team, specifically focusing on the Lower and Core Middle Market private equity space. This role will be responsible for proactively sourcing direct lending investment opportunities by engaging with key stakeholders, including private equity sponsors, corporates in targeted sectors, intermediaries (niche advisory firms), and other groups (family offices, accounting firms, and tax advisors). The ideal candidate will blend networking, relationship management, and industry knowledge to effectively identify and connect with potential deal sources. The individual will be able to develop and nurture strong relationships with private equity sponsors and industry stakeholders to enhance deal flow within the Lower/ Core Middle Market. Candidates should possess proven experience in a client-facing role, ideally with a focus on deal origination or business development in the private equity sector.
Primary Responsibilities:
- Sponsor Relationship Management: Build and maintain strong relationships with private equity sponsors, focusing on origination of private credit deals in the lower middle market segment.
- Deal Sourcing: Proactively identify investment opportunities by engaging with LMM private equity sponsors and intermediaries, participating in conferences, and leveraging existing networks.
- Transaction Execution: Work closely with internal teams to structure, negotiate, and execute credit transactions, including term loans, unitranche financing and other finance solutions.
- Cross-functional Collaboration: Partner with internal investment, legal, and risk management teams to ensure smooth deal execution and compliance with firm policies.
- Networking & Business Development: Actively participate in industry events, conferences, and sponsor-related functions to enhance the firm's visibility and drive new business opportunities. *U.S. travel required up to 30%
Qualifications:
- Experience: 5-10 experience in private credit, leveraged finance, investment banking, or sponsor coverage, with a focus on lower middle market transactions.
- Education: Bachelor’s degree in Finance, Business, Economics, or related field. MBA or CFA designation preferred.
- Relationship Skills: Proven ability to build and manage relationships with private equity sponsors and intermediaries.
- Communication: Excellent verbal and written communication skills, with the ability to present investment opportunities and structure deals effectively.
- Team Player: Ability to collaborate across functions and work in a fast-paced, dynamic environment.
- Motivation: Self-starter with a strong drive to source deals and expand the firm's sponsor coverage platform.
About PineBridge
PineBridge is proud of our award-winning culture, which reflects our commitment to empowering employees and fostering a collaborative work environment. For four consecutive years (2020-2023), PineBridge has been named a ‘Best Place to Work in Money Management’ by Pensions & Investments, a leading industry designation which recognizes the best employers in the asset management industry by evaluating employer benefits, policies, and responses to an employee survey. In 2023, PineBridge received Hong Kong Institute for HR Management Elite awards for ‘Best Workplace’ and ‘Learning & Development’. Alongside this, PineBridge was recognized as a finalist at the 100 Women in Finance’s APAC Industry Diversity, Equity & Inclusion Award.
Our benefits: We offer a wide range of family friendly benefits including comprehensive healthcare, back-up childcare program to support working parents and flexible work arrangements so you can be there for the people you care about. We also provide a competitive retirement plan and tuition reimbursement. Furthermore, we have a robust list of professional development opportunities with the goal of engaging, retaining, and developing our talent.
Our values: We value our clients, investment excellence, collaboration with our distributed team members, empowerment, and independence as we honor our heritage and our roots.
*Salary Range: $175,000-215,000 annually + bonus + benefits
*The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.
PineBridge is proud to be an Equal Opportunity Employer committed to diversifying its workforce, providing equal employment opportunity for all qualified persons and maintaining an environment free from all forms of harassment and discrimination for its employees. PineBridge is dedicated to recruiting, hiring, training and promoting into all job levels the most qualified applicants without regard to actual or perceived age, race, creed, color, religion, national origin, ancestry, height, weight, sex, gender (including gender identity), disability, pregnancy, marital status, domestic partner status, sexual orientation, AIDS/HIV status, military status, alienage or citizenship status, genetic information, domestic violence victim status or any other basis protected by applicable federal, state or local laws. At PineBridge, we strive to create an inclusive environment that attracts, retains, and develops the best global talent, leveraging the unique backgrounds, talents, and perspectives that all our people bring to work.
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