Investments Analyst, ABL / Private Credit and Real Estate

Willow Wealth is a leading platform for private market investing, connecting individual investors with curated opportunities across real estate, private credit, private equity, and more. Founded in 2015, the platform has grown to serve more than 500,000 members with $6.9B+ invested since inception. The company has raised over $250M from leading institutional investors, such as Redbird, Tarsadia, Mayfair, StepStone, and Edison Partners.

We are hiring an Investments Analyst to source and underwrite direct investment opportunities brought to the firm by our ABF / Private Credit and Real Estate teams, and to evaluate third-party alternative investment managers being considered for the platform. This is a hands-on diligence role: you will build financial models, write Investment Committee memos, and help the team form a clear view on risk, structure, and return across a wide range of deal types, from single-asset real estate transactions to fund-level commitments with institutional sponsors.

• →Asset based finance: underwriting loans and credit structures secured by specific assets or cash flow streams, and evaluating fund-level exposure to asset based lending strategies
• →Structured products and securitizations: reviewing preferred equity, debt, and securitized instruments
• →Third-party manager and fund due diligence: evaluating institutional partnerships and fund structures across a consistent diligence framework
• →Specialty asset classes: supporting diligence on other asset types on the platform as needed, including art-backed lending, aviation financing, equipment lease and financing, intellectual property finance, and music and pharma royalties
• →Direct real estate investments: underwriting equity and debt positions across a range of real estate transaction types and structures
• →Investment Committee materials: producing underwriting memos, diligence frameworks, and recommendation write-ups (approve, conditional approve, decline) for IC review
• →Market and manager research: tracking private markets data and news (real estate outlook reports, credit market commentary, manager updates) to keep diligence current

• Approximately 2 years of relevant experience in security analysis, underwriting, or investment manager due diligence
• Familiarity with preferred equity, debt instruments, and securitizations; direct experience at a platform or firm focused on these instrument types is a strong plus
• Strong AI fluency - you should be comfortable using AI tools to accelerate modelling, document review, research synthesis, and memo drafting, and should be able to demonstrate specific ways you have used AI to improve the speed or quality of your analytical work
• Solid asset modelling skills, including comfort with waterfall structures, drawdown and return analysis, and comparing return profiles under different fee and return mandates
• Strong written communication skills - you will be producing memos that go directly to an Investment Committee, so clarity and precision matter
• Self-starter who can manage multiple live diligence threads at once and knows when to escalate open questions rather than guess
• A background at a wealth management firm, or a firm investing on behalf of US taxable investors, is preferred
• Experience working with an investor base that includes accredited investors is a plus, though not required

What’s in it for you 

Competitive compensation package, including equity 

Health, dental & vision coverage with FSA/HSA options 

Unlimited PTO 

401k match 

Commuter benefit 

Life insurance

Wellness stipend

This is a New York-based role. The base salary range for this position is USD 130,000 to 150,000 annually, depending on experience and qualifications. This role is eligible for a discretionary bonus and equity compensation as part of the total compensation package.