Private Credit (DL & Credit Opportunities) interview tips
I’ve got my final interview coming up at a UMM PC firm where I’m being asked to prepare an IC memo over the weekend.
As my activities will be split across DL (~70% of the time) and Credit Opportunities (~30%) I assume the case study to cover both topics. Anyone have any tips/examples for me to prep?
Tips on the Credit Opportunities case studies would be especially appreciated, as I have limited experience with such investment decisions!
For your final interview at an Upper Middle Market (UMM) Private Credit firm, focusing on Direct Lending (DL) and Credit Opportunities, preparing an Investment Committee (IC) memo is crucial. Based on the most helpful WSO content, here are some tips and examples to help you prepare effectively:
Direct Lending (DL) Case Study Preparation:
Credit Opportunities Case Study Preparation:
General Tips for IC Memo Preparation:
Additional Resources:
Remember, the goal of your IC memo is to demonstrate your ability to identify, analyze, and articulate a compelling investment opportunity. Showcasing your understanding of both Direct Lending and Credit Opportunities, backed by thorough analysis and clear communication, will position you strongly for your final interview. Good luck!
Sources: Private Credit Interview Advice, Private Credit Resources and Prep, Golub Capital type direct lending fund, Private Credit / DL Megathread, Private Credit Case Study
Hi, gone through a similar process. What's the firm? Could be able to help out.
The likes of Hayfin/Crescent/BlackRock/Bridgepoint/Barings
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