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Vice President, Finance & Banking
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-03-01
Listing for:
Pinnacle Group
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Corporate Finance, Risk Manager/Analyst
Job Description & How to Apply Below
Our client is a private credit firm based in Dallas, Texas, managing a portfolio of over 110 companies and holding approximately $1.5 billion in investments. The firm specializes in providing financial support to middle-market businesses, typically making investments between $5 million and $50 million. They invest across the capital structure, including senior debt, subordinated debt, and non-control equity co-investments. As a publicly traded entity with a stable capital base, the firm can offer flexible and innovative financing solutions, ensuring long-term growth and success for its portfolio companies.
The firm is seeking a Vice President to join their lean but growing Investment team in Dallas, TX.
Responsibilities- Act as deal quarterback on new investment opportunities, leading underwriting, structuring, diligence, and execution from start to finish
- Assess business quality, industry dynamics, sponsor capability, and key credit risks and mitigants
- Develop and defend the credit thesis, downside protections, and structure
- Prepare and present investment memoranda to the investment committee
- Negotiate key economic and documentation terms in coordination with legal counsel
- Drive deal timelines and coordinate internal and external stakeholders to closing
- Monitor ongoing performance of closed deals, including financial results, and lead the negotiation and execution of any required amendments over the course of the deal lifecycle
- 7-10+ years of experience in private credit, direct lending, or related credit roles
- Proven track record of independently leading lower middle market debt transactions to close
- Deep understanding of senior secured cash-flow lending and credit documentation
- Strong financial modeling, analytical, and credit judgment capabilities
- Ability to operate with autonomy and accountability in a small, execution-focused team
- Clear, concise communicator with experience presenting to senior decision-makers
- Bachelor’s degree in finance, accounting, economics, or related field
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