Dartmouth Partners
Dartmouth Partners has been retained by a leading institutional investment manager with over $120 billion in assets under management to identify a Vice President for its Public Leveraged Finance Research team.
This is an opportunity to join a highly regarded credit platform with a long-term investment mandate, covering High Yield Bonds, Leveraged Loans, and Private Credit. The successful candidate will have significant ownership of sector coverage and play a direct role in investment performance.
Key Responsibilities
- Lead fundamental credit research across assigned sectors and develop high conviction investment recommendations.
- Conduct detailed analysis across High Yield, Leveraged Loans, and Private Credit investments.
- Own underwriting, security selection, relative value analysis, and portfolio positioning within coverage industries.
- Partner closely with Portfolio Managers and traders to identify alpha-generating opportunities.
- Monitor market, industry, and company developments, providing timely investment insights.
- Engage with management teams, sponsors, advisors, and other market participants as part of the due diligence process.
- Evaluate risk-return opportunities across primary and secondary markets.
- Utilize AI and large language model tools to enhance research, due diligence, and portfolio surveillance workflows.
- Present investment recommendations to senior investment professionals and investment committees.
- Contribute to a collaborative, team-oriented investment culture.
Qualifications
- 7+ years of credit research experience with a track record of successful investment recommendations.
- Deep leveraged finance expertise, ideally across High Yield Bonds, Leveraged Loans, and Private Credit.
- Strong fundamental credit underwriting and analytical capabilities.
- Experience independently covering sectors and generating differentiated investment views.
- Excellent written and verbal communication skills with experience presenting to senior stakeholders.
- Demonstrated intellectual curiosity and passion for credit markets.
- Proven ability to leverage AI tools to improve research efficiency and investment insight generation.
- Bachelor’s degree required; MBA and/or CFA preferred.
Highlights
- $120+ billion AUM across public and private markets.
- Single-client, long-term capital base.
- Direct impact on portfolio performance and investment outcomes.
- Significant autonomy and ownership within sector coverage.
- Collaborative investment team with broad exposure across asset classes.