MetLife

Sells life insurance and workplace benefits

Private Capital Associate

Asset ManagementConfirmed live in the last 24 hours

Full-timeUnited States

About the Job

Requirements

A bachelor's degree with strong academic achievement and 2–3+ years of experience in credit underwriting, corporate finance, mergers and acquisitions, or investment analysis.
Strong credit and financial analysis skills, including financial statement review, accounting knowledge, and fundamental credit assessment.
Advanced technical proficiency in Excel, financial modeling, and fixed income market analysis.
Ability to present complex financial information clearly in written and verbal formats.
Strong organizational, prioritization, problem-solving, and decision-making abilities in fast-paced environments.
Ability to work effectively independently and collaboratively, with unrestricted U.S. work authorization.

Responsibilities

Source and evaluate investment opportunities through market research, deal tracking in Salesforce, roadshows, issuer and sponsor meetings, and engagement with bankers and advisors.
Conduct due diligence by reviewing offering memoranda, research reports, rating agency analyses, legal structures, and transaction documentation.
Perform financial analysis and modeling, including reviewing financial statements, building and updating models, and conducting sensitivity and credit assessments.
Support transaction execution by preparing investment memoranda, assessing pricing and relative value, recommending credit ratings, and assisting with transaction closings.
Prepare presentations and investment recommendations for Investment Committee discussions, and collaborate with Client Portfolio Management to align investments with client objectives.
Manage and monitor portfolio investments through credit reviews, portfolio update meetings, credit event reporting, handling amendments and waivers, and responding to client investment requests.
Support administrative, marketing, and client-based projects related to the Corporate Private Debt team.

Desired Qualifications

CFA charterholder.
A business or accounting degree.
Experience with private placements.
Familiarity with Bloomberg and Salesforce.

The Team You Will Join

Step into a role where your expertise makes a real impact. At MetLife Investment Management (MIM), our Private Capital team is redefining strategies beyond traditional markets. You’ll work with corporate private credit, infrastructure debt, private asset-based finance, residential credit and alternative strategies crafting portfolios that create long-term value for our investors. We take a disciplined approach to sourcing and structuring investments, building them for the future. Work with a team that thrives on collaboration to create customized solutions for our clients. If you’re ready to challenge yourself and grow your career, this is where you belong.

The Opportunity

The Associate will be an investment professional supporting the Corporate Private Debt team in the origination, execution, and management of primarily investment grade corporate private debt investment opportunities across a wide universe of industries and sectors. The Associate will also support administrative, marketing, and client-based projects related to the Corporate Private Debt team. The role provides candidates with the opportunity to work and interact with various teams across MIM, including Infrastructure, Private Asset Based Finance, Client Portfolio Management, Insurance Asset Management, Institutional Client Group, Sales Derivatives, Investment Operations, Legal, and Compliance.

Key Responsibilities

Source and evaluate investment opportunities through market research, deal tracking (Salesforce), roadshows, issuer/sponsor meetings, and engagement with bankers and advisors.
Conduct comprehensive due diligence by reviewing offering memoranda, research reports, rating agency analyses, legal structures, and transaction documentation.
Perform financial analysis and modeling, including reviewing financial statements, building and updating models, and conducting sensitivity and credit assessments.
Support transaction execution by preparing investment memoranda, assessing pricing and relative value, recommending credit ratings, and assisting with transaction closings.
Prepare presentations and investment recommendations for Investment Committee discussions and collaborate with Client Portfolio Management to align investments with client objectives.
Manage and monitor portfolio investments through credit reviews, portfolio update meetings, credit event reporting, handling amendments/waivers, and responding to client investment requests.

Required Qualifications

Bachelor’s degree with strong academic achievement and 2-3+ years of experience in credit underwriting, corporate finance, M&A, or investment analysis.
Strong credit and financial analysis skills, including financial statement review, accounting knowledge, and fundamental credit assessment.
Advanced technical proficiency in Excel, financial modeling, and fixed income market analysis.
Excellent communication skills, with the ability to present complex financial information clearly in both written and verbal formats.
Highly organized and detail-oriented, with strong prioritization, problem-solving, and decision-making abilities in fast-paced environments.
Collaborative and self-driven professional able to work effectively both independently and as part of a team, with unrestricted U.S. work authorization.

Preferred Qualifications

CFA® charterholder
Business or accounting degree
Experience with private placements
Familiarity with Bloomberg and Salesforce

Location Expectation: This is a hybrid role requiring a minimum of 3 days per week in office.

The expected salary range for this position is$110,000 - $130,000. This role may also be eligible for annual short-term incentive compensation and stock-based long-term incentives. All incentives and benefits are subject to the applicable plan terms.

About the Company

MetLife

Sells life insurance and workplace benefits

MetLife sells life, dental, disability and other insurance, along with annuities and retirement products, to individuals and to employers that offer them as workplace benefits. It is one of the largest US life insurers and a major supplier of group benefits to American employers, with insurance businesses across Asia, Latin America, Europe and the Middle East. Customers pay premiums for coverage, and MetLife invests those funds and also manages money for outside clients through its asset management arm. Its retirement business takes over pension obligations from employers and pays the monthly benefits owed to their retirees. MetLife was founded in 1868 and is based in New York City.

Company size: 10,001+
Company stage: IPO
Headquarters: New York City, New York
Founded: 1868

Recently Posted Jobs

Explore more opportunities at MetLife

See more jobs