Apis & Heritage is a leading investment firm with a unique employee ownership focused strategy and clear mission. We are seeking a dynamic and highly motivated Associate Director to join our existing Investment team as we deploy our second committed fund. This position will play a key role across the full investment lifecycle. This includes originations, due diligence, execution, and post-close portfolio management, with a focus on credit underwriting. The ideal candidate will be able to lead underwriting on a range of credit opportunities, make a positive impact on the investment process and support a growing portfolio of firms.

Location: Washington, DC Office (Hybrid schedule; candidates must be based in the DC metropolitan area or willing to relocate, as regular in-office presence is required)

Firm Type: Lower Middle-Market Private Credit

Salary: Estimated base salary range: $175,000 to $200,000 plus discretionary bonus

Industry Focus (can include any, or combination of): Industrial, Consumer, Food & Beverage Production, Transport & Logistics, Healthcare, Building Services (e.g. HVAC, Janitorial, Electrical, etc), Supermarkets, Manufacturing

Key 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.

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.

Excellent interpersonal and communication skills; persuasive, confident, and articulate in

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.

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

Why Join Us:

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.

Apis & Heritage Capital Partners remote jobs

Associate Director, Private Credit