Associate, GP SolutionsORIX USA GP Solutions is a leading provider of strategic capital to middle and lower middle-market private equity sponsors. We deliver bespoke financing solutions across the full spectrum of GP Solutions transactions including single-fund and diversified NAV loans, preferred equity fund financing, fund securitizations, GP management company financing, and continuation vehicles. We have invested ~$700 million in over 20 deals in the past 36 months and are scaling rapidly as demand for NAV-based and GP-level financing accelerates across the private equity landscape. We are seeking an Associate to join a small team with a broad mandate. You will work directly with senior team members across origination, structuring, underwriting, and execution, rather than being limited to one part of the deal process. Our transaction set spans a wide range of deal types, and each is individually structured there is no standard product here, so the work rewards creativity and rigorous thinking rather than pattern repetition. Today, our team invests from ORIX USA's balance sheet with the expectation that our platform will expand to include third-party capital over time. Associates joining at this stage will play a critical role in building our platform for the long term.
Essential Duties & Responsibilities:
Diligence: Conduct detailed analysis of new investment opportunities through review of transaction portfolios and sponsor capabilities; and quantitative analyses to assess financial performance of underlying assets in support of investment underwriting Underwriting: Preparation of materials for Investment Committee consideration including investment memoranda, supporting documentation and analyses, and financial modeling Monitoring: Management of the GP Solutions investment portfolio including review and synthesis of quarterly and annual reporting investment sponsors, internally constructed valuation analyses, preparation of quarterly and annual investment activity and performance reporting for investors, and annual third-party audit support Other: Pipeline management; assist as needed with other assignments and in outside business development efforts; establish strong working relationships with other team members, operate effectively with limited oversight while meeting tight timelines Education, Skills & Experience Bachelor's degree from an accredited top tier university with a degree in finance, economics, or related field with a 3.5 minimum GPA; Extremely intellectually curious and highly self-motivated;1-2 years of experience in private equity, private credit, investment banking, or related fields; High proficiency in Microsoft Excel, Copilot, PowerPoint, and Word; Specific skills leveraging AI models to drive workflows uniquely valuable; Excellent organizational, communication, presentation, and interpersonal skills; Ability to manage multiple assignments simultaneously; Ability to work independently; and Ties to and/or desire to reside in Dallas for the long term Life at ORIXWe are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You TimeWe want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family CareEvery family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Flexible Work ArrangementsORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement. ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.
