Underwrite middle-market private credit transactions: conduct industry research and due diligence, build complex financial models, prepare underwriting memos and term sheets, assist in legal documentation and closings, manage a portfolio of accounts, and communicate with lenders and sponsors.

Support investor relations for Apogem's direct lending strategy by producing and updating client-ready presentations and marketing materials, responding to RFPs/RFIs and inbound data requests, maintaining CRM and data room content, tracking deliverables, and collaborating with sales, investment, BI, operations, compliance, and legal teams. Use AI tools to improve efficiency.

Conduct credit underwriting and due diligence for private credit investments: build and manage complex financial models, prepare underwriting memos and term sheets, support legal closings, manage portfolio accounts, conduct industry research, identify risks, and mentor junior staff.