Source Job

US

  • Taking a lead role in sourcing, screening, and analyzing private credit secondary transactions and select co-investments and primaries
  • Providing thorough qualitative research and financial statement analysis
  • Conducting financial modelling, valuation, structuring and sensitivity analyses to support the evaluation and pricing of secondary opportunities

Financial Modeling Analysis Underwriting Excel Communication

12 jobs similar to Investment Research Professional, Private Credit Secondaries

Jobs ranked by similarity.

Global

  • Architect complex debt instruments, including construction, bridge, and mezzanine financing.
  • Build and maintain sophisticated, dynamic models to evaluate IRR, term sheets, and WACC.
  • Recommend optimal funding strategies by balancing cost of capital against risk and operational constraints.

They appear to be a company offering various job opportunities. From the job postings, they seem to value an ownership mindset and autonomy.

Global

  • Construct expert benchmarks to evaluate AI systems.
  • Stress-test model reasoning, identifying failures in logic.
  • Design frameworks translating investor strategies into AI.

Mentis AI operates at the intersection of private markets expertise and frontier AI systems. Their team combines institutional finance experience with machine learning and applied AI research, collaborating with leading AI labs to improve AI reasoning in financial contexts.

Global

  • You will help build AI training data.
  • Data will capture how private equity and growth equity professionals evaluate investments.
  • Data will span the full investment lifecycle from sourcing to exit.

Mentis AI, founded by ex-Lazard and Partners Group professionals, brings real-world expertise from finance into AI model training. They are headquartered in London and San Francisco and aim to bridge the gap between human and artificial intelligence.

Global

  • Build and scale driver-based 3-statement models (P&L, Balance Sheet, Cash Flow) and multi-year projections.
  • Perform company and asset valuations using DCF frameworks, comparable company analysis, and precedent transactions.
  • Design "what-if" frameworks and sensitivity analysis to quantify risk and upside for stakeholders.

Gratia helps turn talent's potential into fulfilling global careers through professional development and tech-enabled platforms. They are a remote-first, apprenticeship-based platform where opportunity is defined by what you can do and deliver; their clients include global names like USA Today Co., Endeavor, and New York Life.

Global

  • Develop industry-specific prompts.
  • Evaluate LLM responses.
  • Apply expertise to improve AI understanding of professional tasks.

Handshake connects students and recent graduates with employers. They focus on early talent recruitment needs and fostering connections between students and companies.

North America

  • Analyze financing files and formulate recommendations describing the financing and follow-up conditions and the guarantees required.
  • Perform variable credit control as needed.
  • Conduct periodic reviews of financing files.

Desjardins Group is the largest cooperative financial group in North America. They are the choice for over 52,000 employees and named one of Canada's top employers.

Global

  • This residency is designed for senior research analysts and portfolio managers.
  • It offers exposure and experience in the direction of AI in your domain.
  • You'll gain early, practical exposure to using advanced AI systems.

Mentis AI, founded by ex-Lazard and Partners Group professionals, is headquartered in London and San Francisco. We bring real-world expertise from finance, healthcare, and law into AI model training, bridging the gap between human and artificial intelligence.

Global

  • Partner with Senior Leadership to develop and monitor key performance indicators across the organization
  • Work closely with department owners to translate key operational metrics into actionable guidance that assists with decision-making
  • Create and operate key financial forecasting tools and operating models, partnering with teams across the business to maximize predictability

Peek is the operating system powering the experiences industry. With over $7B in bookings, their AI-powered platform has helped thousands of merchants to increase revenues, save time, and deliver seamless guest experiences. Recognized as one of America's Best Startup Employers, they are a global team of "Peeksters".

Global

  • Research listed companies across global markets
  • Analyse financial statements, business models, and competitive positioning
  • Identify key narratives, risks, and long-term drivers

Simply Wall St helps people become confident, long-term investors by providing individual investors the capabilities to build a portfolio. It is a global, B2C SaaS startup with a small team, operating at scale with 6.5 million users across 180 countries.

US 12w paternity

  • Manage Fund level projections and investor due diligence workflow through closing.
  • Perform quarterly updates to property level and Fund level projections based on actual events and annual tax returns.
  • Ensure compliance with Fund level operating agreements, analyze post-close waiver requests submitted by Asset Management.

Berkadia’s mortgage banking platform is consistently ranked among Fannie Mae, Freddie Mac and HUD’s top lenders and is seamlessly integrated with our investment sales and servicing platforms to provide superior client service. They celebrate employees’ unique differences, which drives innovation and creates a people-first culture where a career can take the long view.

Canada 4w PTO

  • Build and manage best-in-class private asset offerings for Wealthsimple clients.
  • Collaborate across teams to support high-priority initiatives.
  • Translate investor needs into clear requirements and analyses.

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They are the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets.

Global

  • Construct expert benchmarks: Build and validate real-world underwriting models and investment cases used to evaluate frontier AI systems.
  • Stress-test model reasoning: Diagnose weaknesses in AI-generated real estate analyses and identify where logic or market intuition fail.
  • Design frameworks: Translate how REPE professionals evaluate acquisitions and structure transactions into problems that push the limits of AI reasoning.

Mentis AI operates at the intersection of institutional finance expertise and frontier AI systems. Our team combines financial services experience with machine learning and applied AI research, collaborating with leading AI labs to improve how models reason and make decisions.