Summer Analyst (2027) - Investment Team

Firm: Capital Southwest (NASDAQ: CSWC)

Role: Summer Analyst - 2027 (Private Credit)

Location: Dallas, Texas (In-Person)

Duration: 10 weeks (Early June start date)

Firm Overview: Capital Southwest is a private credit investment firm focused on originating and managing senior secured debt investments in lower middle market companies (EBITDA typically between $3 million and $15 million). The firm partners closely with private equity sponsors and founder-owned businesses, providing flexible capital solutions to support acquisitions, growth initiatives, recapitalizations, and refinancings. As of September 30, 2025, CSWC manages investable capital of approximately $2.6 billion and has funded over $3.5 billion in new direct credit investments across over 181 businesses since 2015.

Role Overview: This is a great analyst opportunity for a candidate interested in a buy-side / principal investing role with a credit investment firm that supports the acquisition and growth of middle market businesses.  The analyst will be part of a small, fifteen-person investment team and be involved in all aspects of the investment underwriting and portfolio management process.  Key responsibilities will include assisting with financial modeling, preparing and presenting investment committee materials, performing industry research to assist in investment decision making, helping to monitor the Company’s 125+ portfolio companies, developing comparable public company and private transaction valuation analyses, aiding the deal team in monitoring the active investment pipeline, preparing for weekly investment team meetings, assisting with marketing material preparation, and tracking business development activities. 

Qualifications:

• Working towards a BBA Degree, preferably with a major in Business Honors, Finance, Accounting, or related financial discipline with an outstanding record of academic achievement
• Strong communication skills including writing/composition, oral, and listening skills
• Strong quantitative skills and some experience with Microsoft Excel
• Knowledge of corporate finance, accounting, and valuation methodologies
• Must possess a good attitude, be dedicated, have initiative and motivation, attention to detail, teamwork, professionalism, and a developing interest in credit investing
• Be a team player and affable