Company Overview

Pinnacle Private Credit is a leading private credit firm with over 20 years of experience and more than 800 successful business transactions. With a proven track record and an extensive network, Pinnacle delivers high-potential deal flow and provides clients with the most promising investment opportunities. Our expertise spans various industries including healthcare, construction, healthcare manufacturing, real estate, and technology. Having raised over $2B across these sectors, Pinnacle is committed to helping clients achieve their investment strategies and growth objectives.

Position Overview

Navigate executive-level conversations with clients, demonstrating a command of their business objectives, challenges, and operational health. Manage day-to-day activities to broker existing deals to institutions. Monitor and analyze portfolio performance, identifying trends and recommending appropriate actions. Help prepare credit proposals of syndicated and bilateral loans, and support credit analyses for clients’’ financial service needs including managing customer databases and relevant documentation to facilitate accurate and efficient execution of loans. Support clients’ smooth transition from Underwriting to Portfolio Management. Develop operational processes to improve efficiency and scale policies and procedures as the portfolio continues to grow. This role reports directly to the Chief Executive Officer.

You

Are you a competitive, high achiever willing to work long hours, extremely attentive to detail, interested in deals and know how to leverage your network, provide deep market insights. We have access to private-market investments. We need you to bring your network and connections from your years of experience and knowledge of the players; the people who want to make deals. Do you get a thrill from seeing long-term projects, such as seeing private market investments grow over many years, assist in brokering deals to private institutions like KKR and BlackRock, and supporting and maintaining relationships with individuals in the credit industry? Then we are the unique place for exclusive access to private market investments for the right Private Credit Associate.

Responsibilities

Build and maintain long-term relationships with key stakeholders with clients’ organizations and institutions
Evaluate new funding opportunities, providing recommendations based on a thorough understanding of the client’s business and financials.
Serve as the primary point of contact for clients, managing issues and requests as they arise throughout the life of the loan or investment.
Work closely with the underwriting, legal, and portfolio management teams to ensure smooth execution of credit facilities and adherence to loan terms.
Evaluate loan amendments, extensions, and credit terms, making recommendations based on the client's financial position and business objectives.

Qualifications

Knowledge of credit underwriting, basic accounting, and other common asset-based lending documents/materials
Existing Relationships with Credit Institutions

Transactions, financial modeling, and creating virtual data rooms.

3+ years of experience in the private credit, commercial lending, banking or financial services industry
Strong credit knowledge, ABL structuring skills and portfolio management expertise
High proficiency in financial statement analysis and Excel-based modeling.
Excellent interpersonal skills and the ability to maintain relationships.
Bachelor’s degree in finance, Accounting, Commercial Banking or equivalent from a top tier #20 Institution

Pinnacle Private Credit

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Private Credit Associate