Direct Lending Senior Associate

As a Direct Lending Senior Associate at OFS, your primary responsibilities will include leading deal teams in the underwriting, documentation, and closing of investment opportunities. You will analyze potential investments, monitor portfolio credits, and engage in amendment discussions and negotiations. Furthermore, your role will involve attending board meetings and managing calls with portfolio companies, along with training and developing junior team members.

To be considered for the Direct Lending Senior Associate role at OFS, you should have 3-6 years of experience in private credit, banking, investment banking, or private equity. A proven track record in underwriting cash flow loans, excellent analytical skills, and detail-oriented proficiency are essential. It's also vital that you can interpret financial reports and deliver impactful presentations to senior management.

At OFS, the company culture emphasizes diversity, equity, and inclusion. We are committed to fostering an environment based on honesty, integrity, kindness, and respect. As a Direct Lending Senior Associate, you will be a vital part of this culture, contributing to our mission while collaborating with talented professionals who share the same values.

Yes, the Direct Lending Senior Associate position at OFS is eligible for a bonus on top of the base salary. The total compensation package is designed to be competitive, taking into account various factors such as experience, knowledge, and the specific demands of the role.

OFS is dedicated to the professional growth of its employees. As a Direct Lending Senior Associate, you will have the opportunity to lead and train analysts and associates, enabling you to nurture the next generation of finance professionals. Additionally, OFS offers an environment that supports continuous learning and provides resources for further career advancement.

When answering this question, it's essential to provide specific examples of your experience, outlining the types of loans you have underwritten and any unique challenges you faced. Highlight your analytical skills and decision-making process, explaining how you assess risk and make recommendations.

In your response, talk about the systematic methods you use to monitor portfolio credits, including regular reviews and updates. Emphasize your ability to identify potential issues early and your communication strategies for addressing them with stakeholders.

Choose a standout negotiation example and explain the context, your role, and the outcome. Focus on the strategy you implemented to achieve success and any innovative solutions you proposed to overcome obstacles.

Refer to attributes such as strong analytical skills, attention to detail, effective communication, and leadership abilities. Provide examples of how you embody these traits in your work and how they contribute to successful collaborations and outcomes.

Discuss your approach to developing well-structured presentations that address the key business questions and concerns of senior management. Highlight your ability to adapt your communication style to your audience and support your recommendations with solid data.

Be specific about your experience in analyzing financial statements and reports. Provide examples of how you've used this information to make informed decisions or recommendations regarding investments or portfolio management.

Address this question by discussing your strategies for building rapport and trust with borrowers. Explain the importance of transparency and how you ensure a thorough and respectful due diligence process while also protecting your company's interests.

Share the sources you rely on for industry news, insights, and financial analysis, such as market reports, webinars, or networking within your professional community. Mention how you apply this knowledge to inform your investment strategies.

Provide specific examples of how you’ve successfully trained or mentored analysts and associates. Discuss your approach to developing their skills and supporting their growth while fostering a collaborative team environment.

In your response, convey your passion for the finance sector, and align your career goals with OFS's mission and values. Mention the company’s commitment to diversity and inclusion and how you resonate with this culture, expressing enthusiasm for contributing meaningfully.