MetLife

Role Value Proposition: 

Based in Whippany, New Jersey, MetLife Investment Management (“MIM”) is one of the largest institutional investors and asset managers in the world, with approximately $600 billion in combined managed assets. MIM has been ranked a “Best Places to Work in Money Management” by Pensions & Investments for four consecutive years and has consistently generated superior returns for both policyholders and shareholders. The enterprise has more than 850 dedicated professionals with experience and expertise in all asset classes, with a strength in public and private fixed income and private assets, including private equity and real estate. Visit us at www.metlife.com/investments to learn more.

The Private Debt Associate will join our dynamic team, supporting the targeting, origination, structuring, execution, and management of investment grade corporate private debt transactions across a diverse range of industries and sectors. This is an exciting opportunity to work at the forefront of private credit markets, collaborating with experienced professionals to drive investment performance and client success. Daily responsibilities will include helping senior analysts identify new lending opportunities, reviewing and assessing the merits of existing transactions, as well as working with MIM’s portfolio management team to address clients’ needs. 

The Corporate Private Debt team sits within MIM’s Private Capital team which manages $148.2 billion (03/31/2025) in private corporates, asset-based finance, and infrastructure debt and is an industry leader in private debt with a 100+ year history of originating private debt, through agented and direct lending.  MIM’s name and reputation are well known throughout the industry, with borrowers valuing MIM’s support for bespoke lending solutions, which are structured to meet their unique funding needs through a thoughtful and efficient manner.

MIM’s Corporate Private Debt team is responsible for primarily investing in high grade private credit transactions across a diverse universe of sectors through various structures. The Corporate Private Debt team manages a portfolio of approximately $59 billion (03/31/2025) of corporate private debt on behalf of MIM’s affiliated and unaffiliated clients. The Americas & Asia Pacific team focuses on transactions in the North America and Asia Pacific region.

The Analyst 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 Analyst 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: 

Origination & Investment Analysis

• Support the origination of private debt opportunities, including preparing presentation materials and conducting in-depth market analysis
• Track deal opportunities, client solicitations, and maintain pipeline and client reports
• Participate in roadshows, presentations, issuer and sponsor meetings, and due diligence sessions
• Review offering memoranda, sell-side research, rating agency reports, and other relevant documentation
• Analyze financial statements and models, conduct sensitivity analyses, and develop/refine financial models as needed
• Evaluate pricing and determine the relative value of investment opportunities using Bloomberg and other market data sources
• Provide recommendations on internal credit ratings for both potential and existing investments
• Prepare comprehensive written materials, such as investment summaries and investment committee memoranda
• Contribute to Investment Committee presentations and collaborate with Client Portfolio Management to align investment opportunities with client objectives
• Oversee tasks associated with transaction closings 

Portfolio Management

• Monitor and review portfolio investments regularly
• Complete annual portfolio credit reviews and address client investment requests
• Produce daily, weekly, and monthly reports to manage and report on portfolio performance and risk
• Ensure compliance with investment guidelines and manage portfolio risk 

Technology & Process Improvement

• Work with Artificial Intelligence (“AI”) tools and advanced analytical software to streamline portfolio and underwriting processes
• Engage in process automation and data management initiatives to enhance operational efficiency 

Stakeholder Engagement & Marketing

• Coordinate with Client Portfolio Management to develop materials for existing and prospective clients
• Support marketing efforts to both investment and borrower clients
• Collaborate with internal teams (e.g., Infrastructure, Private Asset Based Finance, Legal, Compliance) and external partners to facilitate investment processes

Essential Business Experience and Technical Skills: 

Required: 

• Proficiency in Microsoft Office (Excel, PowerPoint, Word); experience with financial modeling
• Excellent written and oral communication skills
• Strong organizational skills and ability to prioritize tasks effectively
• Detail-oriented with a commitment to accuracy and meeting deadlines
• Team-oriented with the ability to work independently
• Authorized to work in the U.S. without the need for immigration sponsorship, now or at any point in the future

Preferred:

• BA/BS in Finance, Accounting, Business, Economics, Math or any other related field of expertise
• CFA® charterholder
• Advanced business or accounting degree

At MetLife, we’re leading the global transformation of an industry we’ve long defined. United in purpose, diverse in perspective, we’re dedicated to making a difference in the lives of our customers.