| Job Information |
Our elite global Alternative Investment Fund client is seeking to recruit a Senior Associate to prepare institutional investor content and marketing materials, manage investor inquiries and support and coordinate the co-investment syndication process with investors and prospective investors.
Responsibilities:
- Collaborate with investment deal teams and business development teams to support and coordinate the co-investment syndication process with investors and prospective investors
- Prepare institutional investor content and marketing materials highlighting private equity investment strategies, fund performance and competitive advantages
- Prepare marketing materials and transaction analysis to familiarize prospective co-investors on investment quality and due diligence
- Serve as the point of contact for co-investor relationships from initial deal screening through deal close
- Manage the diligence process with co-investors, provide ongoing portfolio updates and maintain the co-investor tracker across current investor base
- Manage investor and prospective investor inquires including, but not limited to RFPs, DDQs, RFIs and NDAs
- Consistently update marketing materials and data analysis into the strategy’s data room
- Ensure consistent excellence with institutional investor marketing materials
- Assist with best practices, process improvements and automation initiatives
- Support special projects for investment and business development teams
Requirements:
- Bachelor’s Degree
- 3+ years of relevant investor relations, institutional business development, capital formation, co-investment syndication or private equity deal underwriting experience
- Proven experience creating compelling and concise institutional investor marketing materials, presentations and transaction analysis
- Demonstrated knowledge of the private equity deal ecosystem and transaction concepts including but not limited to third-party diligence, financial return drivers and financing workstreams
- Advanced communication, presentation and business writing skills
- Fundamental understanding of LBO modeling concepts
- Highly motivated with an entrepreneurial mindset and strong problem solving skills
- Ability to thrive in a fast-paced deadline driven environment
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