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    Associate, Direct Lending - Chicago, United States - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Chicago, United States

    3 days ago

    Fidelity Investments background
    Description

    Job Description:
    Summary


    Fidelity Investments is building out a new Chicago-based lending team to go after the large direct lending / private credit market.

    Our leveraged finance platform targets market middle-market private equity backed businesses that need private financing for LBO's, acquisitions, dividends and other investments.

    We are looking for investor-minded, entrepreneurial, and accomplished candidates that want to get in on the ground floor, gain a lot of experience / responsibility quickly, and help leverage the Fidelity name in this growing market.

    The Group

    The High Income & Alternatives group has more than $100B in assets under management (AUM).

    The group's AUM are invested "across the capital structure," including in high yield bonds, leveraged loans, convertible bonds and equities.

    Fundamental research is the foundation of the group's investment process.

    The Role


    Based in Chicago, this is an opportunity to join a team for the newly formed middle market direct lending strategy of Fidelity's High Income & Alternatives group.

    This is a new important strategy for Fidelity where you will be a key member of the investment team.

    This individual should have a strong desire to become a private debt and leveraged credit investment professional, an understanding of credit markets and experience financing companies based on cash flows as well as assets.

    Success in this role will require excellent work ethic, a self-starter mentality, and the ability to work independently, while also collaborating within a growing team.

    This role will report to the Head of Direct Lending for the High Income & Alternatives group.

    Responsibilities

    The Associate will be an active and contributing member in all aspects of origination, due diligence, and relationship/portfolio management.

    These responsibilities include, but are not limited to:
    Interfacing with investment bankers, company management and private equity sponsors
    Investment screening, including financial modeling and industry research
    Assisting on all levels of due diligence on potential investments
    Creating investment committee presentations
    Participating in legal documentation and supporting ongoing portfolio management reviews

    Qualifications

    We are seeking candidates who have the following characteristics:
    Bachelor's Degree in a relevant field required, advanced degree a plus
    1-5 years of experience at a premier leverage lending firm, a top investment banking program, and/or a leading transaction advisory firm
    Advanced financial modeling skills and comfort dealing with a variety of capital structures
    Comfort participating in diligence meetings with senior management; portfolio companies, sponsors and other investment professionals
    Excellent written and oral communication skills
    Collaborative and proactive personality

    Standards

    The following standards are considered to be fundamental to the way in which our company operates:
    Responsibility
    Integrity
    Compassion
    Expertise


    Certifications:

    Category:
    Investment Professionals
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