Associate Director, Private Credit

About Apis & Heritage

Apis & Heritage Capital Partners is a leading investment firm specializing in unique employee ownership focused strategies. With a commitment to social impact and economic empowerment, the firm aims to transition businesses into employee-owned enterprises, ensuring sustainable growth and development. Headquartered in Washington, DC, Apis & Heritage leverages its expertise in private credit and investment management to foster a collaborative and inclusive investment environment.

The firm’s second committed fund underscores its expanding footprint in the lower middle-market private credit space, with a focus on industries such as industrial, consumer, healthcare, and more.

About this Role

The firm is currently seeking a dynamic and highly motivated Associate Director to join their Investment team. As the company deploys its second committed fund, this role will be instrumental in supporting the investment process across the full investment lifecycle. The role involves a significant focus on credit underwriting, where the successful candidate will lead the underwriting of a variety of credit opportunities.

The Associate Director will be actively involved in origination, due diligence, execution, and post-close portfolio management of investments. This opportunity requires a candidate who can contribute positively to the investment process and help grow our portfolio of firms, working from our Washington, DC office on a hybrid schedule.

Responsibilities

• Lead underwriting for new potential investment opportunities as they are identified.

• Drive modeling and diligence for opportunities that progress through the deal funnel across a number of industries.

• Produce and present screening and investment memorandum for internal and investment committee meetings.

• Support deal execution, including diligence, structuring, documentation, and closing.

• Serve as a point of contact for commercial banking partners and portfolio finance teams.

• Manage post-close portfolio monitoring and performance tracking.

• Work closely with senior leadership in a flat, entrepreneurial environment to shape investment strategy and team development.

Requirements

• 5+ years of experience in commercial bank lending, direct lending, business banking, transaction advisory, private credit, private equity, investment banking, or related field.

• Demonstrated success underwriting lower middle-market credit opportunities.

• Excellent financial modeling, analytical, and communication skills.

• Strong commercial judgment and ability to quickly evaluate complex business and financial matters.

• Self-starter with an entrepreneurial mindset and a hands-on, team-oriented approach.

Benefits

• Health Care Plan (Medical, Dental & Vision)

• Retirement Plan (401k, IRA)

• Life Insurance (Basic, Voluntary & AD&D)

• Paid Time Off (Vacation, Sick & Public Holidays)

• Family Leave (Maternity, Paternity)

• Short Term & Long Term Disability

• Training & Development

• Wellness Resources

• Opportunity to be a key member of a growing, supportive, and collaborative Social Impact-oriented Private Investment team with a long-term investment horizon and operational focus.

• High degree of visibility and impact, with a mandate to help shape and scale the firm’s investment engine.

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