Career Listings

Our global Financial Services client is seeking to recruit a Director to lead new business development and revenue generating relationship management with large-cap leveraged, high yield and investment grade TMT bond issuers in North America.

Responsibilities:

• Lead new business development and revenue generating relationship management with with large-cap leveraged, high yield and investment grade TMT bond issuers in North America
• Develop revenue generating relationships with C-level corporate borrowers and debt issuers in the TMT sector
• Develop relationships that lead to client retention and long-term market penetration
• Meet and exceed financial and strategic objectives set by group head
• Collaborate closely with credit, analytics, marketing and sales to execute consistent commercial revenue growth strategy
• Pursue and close new business and actively participate in client engagement activities (i.e., client visits, marketing presentations, etc.)
• Educate clients on the competitive advantages the firm’s research and analysis offers
• Gather and analyze client feedback and utilize results to hone client marketing strategy
• Analyze global industry trends and produce actionable market intelligence
• Work closely with colleagues to achieve group revenue goals

Requirements:

• Bachelor’s Degree
• 10 years’ corporate or investment banking relationship management, leveraged finance, capital markets or syndicate banking experience
• Demonstrated relationships with leveraged and/or investment grade debt issuers and corporate borrowers in the TMT sector
• Broad knowledge of the TMT sector
• Relationship / account management / client coverage experience
• Broad knowledge of corporate debt capital markets deal process
• Strong client-facing relationship management and negotiating skills
• Ability to communicate strategic initiatives, identify customer needs, create actionable solutions and influence internal and external stakeholders
• US travel required

Our Miami based UHNW Philanthropist/Investor client is seeking to recruit a highly motivated and dynamic Executive Assistant to provide 24/7 personal and executive support duties for a high-profile executive principal.

Responsibilities:

• Provide 24/7 personal and executive support duties for a high-profile executive principal
• Oversee a complex and ever-changing calendar and effectively manage shifting priorities
• Proactively manage electronic (email) and written correspondences with the utmost discretion
• Serve as a strategic right-hand to the executive principal supporting personal and business priorities in a fast-paced and unstructured environment
• Oversee domestic and international travel, hospitality and lodging logistics
• Serve as the primary liaison for support staff – aviation, drivers, security, estate management, etc.
• Assist with estate and property management
• Managed family schedules and logistics

Requirements:

• 5+ years supporting a UHNW executive principal, corporate executive or philanthropic executive
• Demonstrated experience managing complex personal and business logistics in a fast-paced and unstructured environment
• Highly motivated and high-energy personality with the proven ability to not get flustered in a sometime scattered and ever-shifting environment
• Experience managing household, family and personal logistics – calendars, travel, hospitality, correspondences, etc.
• Ability to respond to inquires in a 24/7 environment

Our elite global Investment Management client is seeking to recruit an experienced Investment Analyst to analyze and evaluate investment grade credit investments across the Healthcare sector.

Responsibilities:

• Analyze and evaluate investment grade credit investments across the Healthcare sector
• Perform fundamental credit analysis, evaluate investment opportunities and make sound investment recommendations
• Lead coverage for the healthcare investment portfolio
• Interact frequently with key sell-side and ratings analysts to gain a broader view of credit market trends and conditions
• Research and analyze relative value, maturity and total exposure investment opportunities in coordination with the firms risk appetite and investment strategy
• Assist with special projects and group-wide process improvement initiatives
• Conduct portfolio analysis/reporting and respond to information requests from senior management

Requirements:

• 7+ years of corporate credit research and analysis experience
• Experience analyzing investment opportunities and making investment recommendations
• Experience analyzing Healthcare sector investment opportunities
• Experience analyzing Pharma and/or Healthcare REITs is a plus
• Advance writing, communication and presentation skills
• Ability to influence key stakeholders and
• Advanced MS Excel and PowerPoint skills
• Bachelor’s Degree

Our client, a Miami based elite high-profile global UHNW Executive/Investor, is seeking to recruit a highly experienced and hands-on Head of Executive Operations to oversee and manage complex business and personal executive-level operations, travel and logistics.

Responsibilities:

• Oversee and manage complex business and personal executive-level operations, travel and logistics for a high-visibility ultra-high-net-worth (UHNW) executive principal/global investor based in Miami
• Oversee daily executive operations and logistics, proactively anticipating and resolving problems while ensuring continuity in a pressure filled and sometimes ambiguous operating environment
• Oversee and manage seamless integration of the principals physical movement, travel and calendar management
• Oversee, automate, optimize and ensure seamless coordination and provide white-glove service across all aspects of the executive principal’s daily business and personal life
• Manage and oversee all aspects of domestic and international travel including, but not limited to, accommodations, commercial and private aviation, security coordination and ground transportation
• Interact directly with security teams, drivers and pilots ensuring real-time and seamless execution
• Prioritize decision making and conflict resolution in real-time
• Manage and oversee the principals scheduling, logistics and personal assistant team
• Develop, implement and enforce daily workflow, accountability and operating standards
• Coach, mentor, train and evaluate personal support team members
• Oversee and manage external vendor relationships – security, aviation, transportation, hospitality, etc.
• Negotiate vendor contracts and ensure vendor performance and service level standards
• Develop and implement standards and redundancies to ensure constant operational excellence
• Report directly to the executive principals Chief of Staff

Requirements:

• Bachelor’s Degree
• 10+ years of experience providing white-glove executive operations and logistics leadership support to UHNW individuals, Fortune 500 executive principals, government officials/politicians, professional sports executives/athletes or military special operations professionals
• Demonstrated experience developing, owning and executing complex global executive operations and logistics
• Demonstrated experience managing high-performing executive support teams
• Demonstrated experience managing complex domestic and international travel and related support functions – accommodations, hospitality, transportation, security, etc.
• Highly disciplined, structured, rigorous and organized with the ability to solve complex problems in real-time in an ambiguous and fast-paced environment
• Discrete, mature, proactive and confident personality with demonstrated ability to communicate effectively with highly-visible executives and executive support staff
• Exceptional work ethic with demonstrated ability to be flexible and work in a 24/7 environment

Our elite global Law Firm client is seeking to recruit an experienced client-facing Business Development Manager to provide “hands-on” support to the firm’s Executive Partner/Head of Private Equity in driving practice growth globally and leading new business development strategic planning and execution.

Responsibilities:

• Provide “hands-on” support to the firm’s Executive Partner/Head of Private Equity in driving practice growth globally and leading new business development strategic planning and execution
• Lead the engagement and implementation of strategic business development objectives
• Lead efforts to raise the executive visibility of the Executive Partner as well as the overall brand visibility of the practice internally and externally
• Manage and participate in high-volume “client-facing” new business pitches and complex proposals
• Respond to RFP/RFI requests in a timely manner
• Analyze the competitive landscape and develop targeting strategies for existing and new client pitches
• Conduct deep-dive market research and industry trend analysis to identify potential new business opportunities
• Prepare the executive partner for client-facing pitches, events and presentations
• Collaborate with business development and marketing communications colleagues globally to develop marketing collateral, thought leadership pieces and other relevant information that will support revenue growth opportunities
• Assist the executive partner with strategic planning and special projects
• Manage two Business Development Coordinators

Requirements:

• Bachelor’s Degree
• MBA or JD a plus
• 7+ years’ of private equity focused business development experience at an elite global law firm, business consulting firm (Big 4) or global private equity
• Must be “hands-on” with a “no task is too small mentality”
• Advanced knowledge of the private equity landscape is required
• Big law firm experience strongly preferred
• Familiarity with AI and/or marketing technology campaigns is a plus
• Advanced business development strategy and execution experience
• Demonstrated “client-facing” pitch and proposal development and execution experience
• Strong research and analytical skills
• Advanced technical skills, particularly with PowerPoint and Excel
• Highly motivated, confident and polished with effective communication and negotiation skills
• Intuitive personality with strong critical thinking skills and proactive problem solving ability
• Highly organized with strong project management skills
• Ability and willingness to work overtime and weekends as required
• Prior people/team management experience

Our elite global Hedge Fund client is seeking to recruit an lateral VP level Investor to source, evaluate, underwrite and execute a variety of special situations and alternative credit investments with a primary focus on litigation finance, legal assets, tax and regulatory claims and other esoteric asset opportunities.

Responsibilities:

• Source, evaluate, underwrite and execute a variety of special situations and alternative credit investments with a primary focus on litigation finance, legal asset, tax and regulatory claims and other esoteric asset opportunities
• Analyze legal claims evaluating liability theories and the likelihood of potential awards
• Structure and negotiate customized term sheets, covenants, warranties, representations, credit agreements, prepaid forward agreements, fee purchase agreements and a variety of other funding agreements
• Draft investment memoranda and write commentary and portfolio analysis for limited partners and the investment committee
• Evaluate, monitor, mitigate and report on investment risk
• Support Portfolio Managers with daily P&L, position reconciliations and booking/executing trades
• Collaborate with internal teams to support operational improvements, automation initiatives, best practices and process improvements

Requirements:

• Bachelor’s Degree; MBA or JD preferred
• 5+ years sourcing and analyzing litigation finance, legal asset, special situations and alternative credit investment opportunities
• Buyside investing experience at hedge fund, private credit, special situations, opportunistic credit, esoteric/special assets or litigation financing investment firm required
• Advanced proficiency with quantitative finance and complex financial modeling
• Advanced Excel skills
• Fundamental knowledge of corporate finance and business operations
• Highly motivated team player with demonstrated critical thinking and problem solving skills
• Ability to thrive in a dynamic fast-paced transactional environment
• Excellent communication, interpersonal, presentation and business writing skills

Our elite global Banking client is seeking to recruit an experienced Director Capital Markets Origination to lead the origination and execution of warehouse facilities and structured credit transactions and play a lead  role in the expansion of the broader capital markets business for the bank’s US operations.

Responsibilities:

• Lead the origination and execution of warehouse facilities and structured credit transactions and play a lead role in the expansion of the broader capital markets business for the bank’s US operations
• Originate and execute new business transactions with US banks, alternative lenders, credit funds, and institutional investors, driving a diversified and scalable funding platform across the bank’s asset portfolios  including SME, specialty finance, consumer, and real estate-adjacent lending
• Build and own a pipeline of structured funding opportunities, negotiate commercial terms, and work closely with London-based Capital Markets, Treasury and Structuring teams to execute transactions
• Build and maintain a broad network of relationships across the US structured credit and specialty finance markets
• Develop and maintain an origination pipeline aligned to the bank’s balance sheet growth, liquidity strategy, and funding diversification objectives
• Serve as the bank’s US representative at US capital markets conferences, investor forums, and industry events to raise profile and develop new counterparty relationships
• Work to grow and expand the bank’s US capabilities ensuring the bank’s ability to structure and execute wider structured credit transactions including subscription lines, NAV facilities,  asset-backed credit facilities, and forward-flow arrangements
• Work closely with London based structuring team to ensure transaction design is operationally feasible, capital-efficient, and supports repeat issuance
• Oversee and end-to-end transaction execution including mandate selection, legal documentation, due diligence, pricing, closing mechanics, and post-close operational readiness
• Manage external counterparty relationships with arrangers, law firms, trustees, corporate service providers, rating agencies, and reporting agents
• Build and maintain relationships with US-based banks, credit funds, asset managers, CLO vehicles, and alternative credit providers and lead investor engagement processes including preparation of teasers, data rooms, management presentations, and Q&A
• Work with London colleagues and treasury and finance leadership on balance sheet and capital optimization
• Maintain awareness of an assist in implementing governance, risk and regulatory compliance requirements

Requirements:

• Bachelor’s Degree
• 8+ years of US capital markets experience in structured finance, warehouse lending, structured credit, or wholesale funding
• Demonstrated experience originating and executing warehouse facilities and/or structured credit transactions as a principal or arranger
• Broad knowledge of US structured credit markets including CLOs, warehouse lines, asset-backed credit, and specialty finance
• Proven ability to ability to build and maintain senior counterparty and investor relationships across banks, credit funds, and alternative lenders
• Demonstrated experience negotiating commercial terms and managing complex legal documentation
• Credit structuring expertise: advance rates, eligibility criteria, concentration limits, waterfalls, triggers, reserves, credit enhancement, etc.
• Experience working in a highly regulated financial services/banking environment

Our global Banking client is seeking to recruit an experienced VP Credit Risk with renewable energy project finance transaction experience to perform credit risk analysis, bilateral and syndicated loan analysis and to monitor credit quality across the portfolio.

Responsibilities:

• Perform credit risk analysis, bilateral and syndicated loan analysis and monitor credit quality across the project finance portfolio with a primary focus on renewable energy transactions
• Analyze historical and projected financial performance of credit structures, bank customers (borrowers) and transaction legal issues
• Perform financial modeling and cash flow analysis
• Perform credit risk analysis and reporting for new loan facilities and renewals and amendments for existing loan facilities
• Review financial models and various reports in preparation for internal ratings process
• Analyze and maintain records, files, accounts and reporting to ensure compliance with regulatory guidelines and internal policies and procedures
• Monitor trends in the project finance industry and develop reports for key stakeholders
• Assist with new product development
• Create ad hoc reports and assist with special projects as required
• Coordinate closely with marketing and other relevant teams during the transaction due diligence and structuring process

Requirements:

• Bachelor’s Degree
• MBA or CFA is a plus
• 3+ years of sell side (banking) project finance or structured finance credit risk analysis required
• Renewable energy project financing experience required
• Strong analytical and financial due diligence skills
• Demonstrated financial modeling and cash flow analysis skills
• Ability to work effectively on a lean team and individually
• Proficiency with Excel, PowerPoint and related business software

Our elite global Alternative Investment Fund client is seeking to recruit an Asset Management Associate to provide analytical and portfolio management support to the investment team focused on aviation special  situations investing, financing, leasing and asset acquisitions ($7B AUM investment portfolio).

Responsibilities:

• Provide analytical and portfolio management support to the investment team focused on aviation special situations investing, financing, leasing and asset acquisitions
• Perform capital structure analysis, complex financial modeling, industry research, data/risk driver analysis, dashboard/report development, asset management and capital raising support
• Leverage data, financial models and analytics to provide thought leadership insight to the investment team
• Support all facets of the portfolio, new deal due diligence and investment value realization
• Collaborate with key internal and external stakeholders to support asset management activities
• Maintain internal systems and develop analytical tools and automation
• Assist with strategic initiatives, investment return optimization and capital formation
• Attend and participate in industry events and board meetings

Requirements:

• Bachelor’s Degree with strong academic record
• 2+ years of portfolio management, asset management or strategic finance experience
• Aviation finance or aircraft leasing experience strongly preferred
• Demonstrated capital structure analysis and advanced financial modeling skills required
• Strong data and risk analytics knowledge
• Advanced Excel skills with the demonstrated ability to analyze complex datasets, create dashboards and build analytical tools
• Advanced PowerPoint skills
• Power BI, Tableau or other business intelligence tools a strong plus
• Ability to synthesize and disseminate complex data into actionable recommendations and communicate insights with key stakeholders
• Advanced communication, interpersonal and business writing skills

Our elite global Law Firm client is seeking to recruit a Business Development Manager to advise the DC managing partner approximately 20 litigation partners and lead business development strategy and execution for regional and global brand engagement, revenue growth and business development strategies across the litigation practice – Antitrust, Securities, Appellate and White Collar.

Responsibilities:

• Work with partners and key business stakeholders across the firm’s litigation and financial services practices to position the firm’s expertise regionally and globally and to drive brand engagement and revenue growth through the execution of business development planning
• Work closely with the DC Managing Partner and regional stakeholders on business development planning and execution
• Support partners with client relationship management, prospect development and revenue growth planning
• Oversee Washington DC office event management and execution
• Assist partners with RFP requests, developing pitch materials and client presentations
• Assist with the development and maintenance of marketing collateral and brand promotion materials
• Gather and maintain partner and practice biographies for distribution through various marketing channels
• Manage the awards, rankings and directory submission processes

Requirements:

• Bachelor’s Degree
• 5+ years of business development or marketing experience at a peer law firm or boutique litigation firm required
• Deep understanding of the Washington DC market is critical, including strong relationships with the Washington DC press/media and the Washington DC awards process
• Prior litigation or financial services practice experience strongly preferred
• Fundamental knowledge of the Washington DC competitive landscape
• Advanced business writing, industry research and market analysis skills
• Ability to thrive in a fast paced transaction environment while juggling competing priorities
• Ability and willingness to work overtime and weekends as required
• Proficiency with MS Office and industry standard research platforms
• 4-days per week in the DC office is required

Our elite global Financial Services client is seeking to recruit an experienced Credit Analyst to analyze and evaluate corporate credit quality, credit structures and transactions across multiple industry sectors including  power, energy and renewable energy.

Responsibilities:

• Analyze and evaluate corporate credit quality, credit structures and transactions across multiple industry sectors including including power, energy and renewable energy
• Perform quantitative financial and credit analysis across a variety of transactions: PPP Infrastructure, energy transmission, ESG infrastructure, etc.
• Analyze project financing documentation and project credit structures
• Develop and analyze complex project financial models and perform cash flow analysis
• Perform project surveillance analysis and identify market and industry trends that may affect project credit and financial quality
• Interact regulatory with project investors, debt issuers and other project stakeholders
• Create presentations for internal credit committee review
• Author and publish credit research, industry trend analysis and market commentary

Requirements:

• Bachelor’s Degree
• MBA or CFA preferred
• 5+ years of corporate credit analysis covering the power, energy, infrastructure or project finance industry
• Well developed financial analysis experience – formal credit training preferred
• Advanced financial modeling, cash flow analysis and credit skills
• Experience analyzing project financing documentation
• Strong business writing, communication and presentation skills

Our elite global Alternative Investment Management client is seeking to recruit an Associate with structured asset/structured credit transactional banking experience to serve on various transaction teams and assist with identifying, negotiating, financing and closing Special Asset/Structured Credit investment opportunities.

Responsibilities:

• Assist with identifying, negotiating, financing and closing Special Asset/Structured Credit investment opportunities for the Special Opportunities Assets fund
• Interact frequently with portfolio company management
• Perform investment research, financial modeling, transaction underwriting, valuation analysis and deal due diligence
• Assist with business plan development for various investment opportunities
• Develop investment ideas, write investment memos and create presentations for the investment committee
• Assist with legal documentation and deal closings
• Support post-close efforts including add-on M&A transactions, management reporting, portfolio company growth objectives, etc.
• Build and maintain relationships with key internal and external stakeholders
• Assist with capital raising initiatives
• Mentor junior team members
• Assist with ad hoc projects

Requirements:

• Bachelor’s Degree with strong academic standing
• 2-3 years of transactional investment banking or lateral investment analysis experience (targeting 2023-2024 undergrads)
• Experience with Esoteric ABS, ABS Securitization, Structured Finance, Leverage Finance, FIG investment banking or Transportation banking (rail, aircraft, etc.) transactions required
• Advanced financial modeling, transaction underwriting and valuation analysis required
• Excellent communication, interpersonal, business writing and relationship management skills
• Highly motivated, intellectually curious and creative with strong critical thinking skills
• Travel required

Our elite global Law Firm client is seeking to hire an experienced Senior Manager Business Development to lead, drive and execute new business development, client relationship management and brand building  strategy for the firm’s commercial disputes (litigation) practice.

Responsibilities:

• Lead, drive and execute new business development, client relationship management and brand building strategy for the firm’s commercial disputes (litigation) practice
• Develop subject matter expertise across commercial disputes
• Work closely with partners, industry leaders and practice leadership to develop and drive business growth plans leading to revenue growth and new business wins
• Lead the day-to-day execution of business growth plans
• Develop and execute brand positioning strategy
• Manage client presentations, seminars, conferences and sponsorship opportunities
• Develop and execute cross-selling and up-selling opportunities with existing clients and prospects
• Proactively monitor and analyze industry, market and competitor trends to develop actionable recommendations regarding new business opportunities
• Prepare bespoke pitch materials and RFP responses to maximize new business wins
• Develop and execute content strategies across the firm’s digital platforms to promote consistent brand messaging objectives
• Manage the submissions process for industry awards, rankings and directories
• Supervise, coach and train junior staff
• Manage budgets and ROI

Requirements:

• 7+ years of legal business development or strategic marketing experience
• Advanced relationship management skills with the ability to advise and influence key stakeholders
• Deep knowledge of the litigation landscape
• Prior team management experience
• Strong project management, time management and organizational skills with the demonstrated ability to manage competing requirements and meet deadlines
• Experience working on a global collaborative team environment
• Demonstrated technical proficiency with MS Office, legal industry databases and information sources
• Highly motivated and outgoing with a high degree of maturity and professionalism
• Bachelor’s Degree
• Hybrid schedule with minimum 4-days per week in the office required

Our elite global Private Equity client is seeking to recruit a lateral Principal, Product Strategist with majority control buyout strategy expertise to own the product strategy narrative, oversee workflow, manage and  mentor a team of junior business development resources and serve as the chief liaison and product subject matter expert between investors and the investment team for private equity and equity-focused fund products.

Responsibilities:

• Serve as the chief liaison and product subject matter expert between investors and the investment team for private equity and equity-focused fund products
• Own the product strategy narrative and oversee workflow
• Manage, mentor and train junior business development junior resources
• Lead the design of marketing and fundraising materials, DDQs, RFPs and pitch materials
• Lead private equity product development and product management
• Perform market research, content development and product positioning across equity strategies, continuation vehicles and co-investments
• Serve as the senior product resource for the business development team
• Provide commercial expertise to support business development, fundraising and strategic planning initiatives
• Work closely with finance, operations, legal and compliance teams on new product execution
• Develop market commentary and thought leadership pieces and support external communications and brand building strategies
• Maintain content libraries and consistently improve data management systems

Requirements:

• Bachelor’s Degree
• MBA or CFA preferred
• 8+ years of private equity or alternatives product strategy experience
• Control buyout private equity strategy experience required
• Demonstrated experience managing, training and mentoring junior resources
• Demonstrated ability to support investor relations, business development and capital raising
• Expertise in private equity markets, fund structures and co-investments
• Advanced analytical and market research skills
• Advanced technical financial skills including financial modeling
• Demonstrated experience creating marketing, pitch and fundraising materials

Our elite global Alternative Investment Fund client is seeking to recruit a VP Treasury/Cash Management Solutions to provide short-term fixed income investment advise and develop sophisticated cash management and liquidity solutions for high-profile firm clients and their advisors, including family offices, UHNW individuals & families and institutional clients.

Responsibilities:

• Provide short-term fixed income investment advise and develop sophisticated cash management and liquidity solutions for high-profile firm clients and their advisors, including family offices, UHNW individuals & families and institutional clients
• Serve as the as the senior treasury and cash management subject matter expert, advising clients on liquidity solutions and short-term investing
• Advise firm clients on investments in short-term financial instruments, including treasuries, money market funds, short-term corporate bonds, CLOs, municipal bonds and other short-duration instruments
• Build and construct short-term portfolios consistent with client liquidity needs, credit guidelines, and yield objectives
• Proactively monitor short-term markets, rates, and credit conditions to inform on portfolio positioning and implementation
• Provide liquidity planning and operating cash management advice to UHNW clients, families, family offices, and institutional clients
• Create cash management frameworks that align with client objectives, liquidity requirements, and risk tolerance
• Assess client operating cash needs, liquidity profiles, and short-term funding requirements
• Oversee and monitor client cash and short-duration portfolio performance against benchmarks and objectives
• Analyze and evaluate liquidity, credit quality and counterparty exposure
• Establish best practices and investment policies governing short-term investing, cash management and counterparty risk
• Help establish and scale the treasury architecture supporting the platform, including cash management frameworks, counterparty guidelines, and short-duration investment policies
• Work closely with investment teams and senior management across the Advisory platform on portfolio construction and balance sheet solutions

Requirements:

• Bachelor’s Degree; MBA or CFA is a plus
• 8+ years of treasury, cash management and/or short-term fixed income investing experience
• Subject matter expertise in cash management, liquidity planning and short-term fixed income investing
• Experience working in bank treasury, institutional treasury or wealth management treasury solutions
• Demonstrated experience advising sophisticated clients or managing operating liquidity for large, complex balance sheets
• Deep understanding of money markets, repo markets and short-term credit markets
• Experience investing across U.S. Treasuries, money market funds, repurchase agreements, and short-term corporate bonds
• Proven experience being responsible and accountable for cash management and liquidity outcomes
• Highly motivated and organized with an entrepreneurial mindset
• Advanced communication, interpersonal and presentation skills

Our elite global Financial Services client is seeking to recruit an experienced Credit Analyst to analyze and evaluate corporate credit quality, credit structures and transactions across multiple industry sectors including  infrastructure, project finance and renewable energy.

Responsibilities:

• Analyze and evaluate corporate credit quality, credit structures and transactions across multiple industry sectors including infrastructure, project finance and renewable energy
• Perform quantitative financial and credit analysis across a variety of transactions: PPP Infrastructure, energy transmission, ESG infrastructure, etc.
• Analyze project financing documentation and project credit structures
• Develop and analyze complex project financial models and perform cash flow analysis
• Perform project surveillance analysis and identify market and industry trends that may affect project credit and financial quality
• Interact regulatory with project investors, debt issuers and other project stakeholders
• Create presentations for internal credit committee review
• Author and publish credit research, industry trend analysis and market commentary

Requirements:

• Bachelor’s Degree
• MBA or CFA preferred
• 5+ years of corporate credit analysis covering the power, energy, infrastructure or project finance industry
• Well developed financial analysis experience – formal credit training preferred
• Advanced financial modeling, cash flow analysis and credit skills
• Experience analyzing project financing documentation
• Strong business writing, communication and presentation skills

Our elite global Investment Management client is seeking to recruit an Alternative Investment Analyst to evaluate new investment opportunities, make investment recommendations and monitor existing alternative asset investments across the firm’s private equity and co-investment portfolio.

Responsibilities:

• Evaluate new investment opportunities, make investment recommendations and monitor existing alternative asset investments across the firm’s private equity and co-investment portfolio
• Evaluate a variety of investment opportunities across private equity, opportunistic credit, real estate, venture capital and infrastructure
• Recommend investment opportunities based on fundamental analysis
• Monitor existing portfolio investments and conduct performance reviews
• Review legal documents, deal covenants and deal structures to asses investment value and risk
• Interact with sell side, buyside and ratings analysts
• Collaborate with internal teams, external advisors, GPs and other key internal and external stakeholders
• Mentor and coach junior analysts

Requirements:

• Bachelor’s Degree
• 5+ years of private equity or credit investment analysis experience
• Fundamental experience analyzing complex financial data and corporate financial statements
• Strong knowledge of alternative investment, private equity and co-investment strategies
• Excellent communication, presentation and business writing skills
• Advanced financial modeling and technical financial skills
• Advanced MS Office skills

Our global Financial Services client is seeking to recruit a Senior Credit Analyst with demonstrated experience analyzing credit, performing cash flow analysis, analyzing collateral and modeling complex esoteric RMBS securities and residential loan products. The incumbent will interact frequently with investors, firm clients and financial market stakeholders and mentor junior analysts.

Responsibilities:

• Analyze complex esoteric RMBS securities and residential loan products
• Perform credit, cash flow and collateral analysis
• Lead analysis of bond originators and servicers
• Model and analyze bond structures including the reviews of legal structures and transaction documentation
• Serve as the primary point of contact for investors, deal participants and firm clients
• Lead ongoing surveillance of existing transactions and evaluate and report on changes to creditworthiness
• Author and publish credit research, methodology analysis and topical market commentary
• Manage, coach and mentor junior credit analysts
• Attend and participate in industry events and investor roundtables

Responsibilities:

• Bachelor’s Degree
• Approximately 10 years of RMBS or residential real estate credit analysis
• Advanced MS Excel skills
• Demonstrated experience analyzing esoteric residential loan product and securities – RTLs, Non-QM loans, second-lien loans, reverse mortgages, etc.
• Advanced financial modeling and cash flow modeling experience
• Advanced business writing skills
• Experience mentoring and coaching junior analysts
• Ability to travel as required

Our elite global Law Firm client is seeking to recruit a Business Development Analyst to consume, research and analyze financial market information, perform industry, market, competitor and company research and develop actionable business development recommendations to help drive the expansion and long-term revenue growth objectives for the global M&A practice.

Responsibilities:

• Consume, research and analyze financial market information, perform industry, market, competitor and company research and develop actionable business development recommendations to help drive the expansion and long-term revenue growth objectives for the global Capital Markets/M&A practice
• Monitor strategic clients and prospects and identify new opportunities for firm partners
• Develop and execute market monitoring initiatives to result in actionable intelligence
• Monitor and analyze business publications, SEC filings, industry trade sources and financial news and and global information resources to identify trends and business opportunities
• Develop and maintain client and prospect coverage lists
• Perform special projects as required

Requirements:

• Bachelor’s Degree
• 5 years of business development, business/competitive intelligence or marketing research experience
• Law firm experience strongly preferred
• Fundamental knowledge of financial markets and the M&A landscape preferred
• Advance analytical, research and business writing skills
• Ability to consume, analyze and synthesize complex information and datasets and develop actionable intelligence recommendations
• Proficiency with research platforms and MS Office

Our global Financial Services client is seeking to recruit a Credit Analyst to analyze new issue CMBS transactions and perform comprehensive credit analysis for a variety of commercial real estate loan transactions and CMBS securitizations.

Responsibilities:

• Analyze new issue CMBS transactions and perform comprehensive credit analysis for a variety of commercial real estate loan transactions and CMBS securitizations
• Analyze bond originators and servicers
• Model and analyze bond structures including the reviews of legal structures and transaction documentation
• Interact with investors, market stakeholders and firm clients
• Perform surveillance of existing transactions, evaluate ongoing creditworthiness and report on changes
• Author and publish credit research, methodology analysis and topical market commentary
• Attend and participate in industry events and investor roundtables

Responsibilities:

• Bachelor’s Degree
• 3+ years of CRE debt underwriting or CMBS securitization
• Advanced MS Excel skills
• Demonstrated CMBS credit securitization or Commercial Real Estate debt underwriting experience
• Advanced financial modeling and cash flow modeling experience
• Advanced business writing skills
• Ability to travel as required

Our global Financial Services client is seeking to recruit a Credit Analyst with experience analyzing RMBS transaction credit, performing cash flow analysis, analyzing collateral and modeling RMBS securities and residential loan products.

Responsibilities:

• Analyze creditworthiness of RMBS transactions and model securities and residential loan products
• Perform credit, cash flow and collateral analysis
• Lead analysis of bond originators and servicers
• Model and analyze bond structures including the reviews of legal structures and transaction documentation
• Serve as the primary point of contact for investors, deal participants and firm clients
• Lead ongoing surveillance of existing transactions and evaluate and report on changes to creditworthiness
• Author and publish credit research, methodology analysis and topical market commentary
• Attend and participate in industry events and investor roundtables

Responsibilities:

• Bachelor’s Degree
• 5+ years of RMBS or residential real estate credit analysis
• Advanced MS Excel skills
• Knowledge of esoteric residential loan product and securities – RTLs, Non-QM loans, second-lien loans, reverse mortgages, etc.
• Advanced financial modeling and cash flow modeling experience
• Advanced business writing skills
• Ability to travel as required

Our elite global Capital Markets client is seeking to recruit a Client Relationship Manager to support new business development initiatives and engage with banking and asset management ABS issuers to drive new business development and revenue growth across the ABS securitization ecosystem.

Responsibilities:

• Support new business development initiatives and engage with banking and asset management ABS issuers to drive new business development and revenue growth across the ABS securitization ecosystem
• Perform and execute the full lifecycle business development process across consumer, commercial and esoteric ABS products
• Collaborate closely with the investor relations team and serve as the team’s liaison with analytical teams
• Directly support client development and relationship management objectives
• Coordinate client outreach efforts including but not limited to, client presentations, research, CRM management, client messaging and internal communications
• Track and maintain transactions including historical transaction data and marketing ROI
• Attend and participate in industry events, roundtables and conferences to network with current clients and build relationships with prospective clients
• Coordinate regulatory requirements with compliance and legal teams

Requirements:

• Bachelor’s Degree
• 4+ years of business development, client relationship management or investor relations experience in the ABS banking or debt capital markets space
• Demonstrated knowledge of the ABS securitization process across a variety of asset classes – consumer, commercial, esoteric, etc.
• Ability to manage current client relationships while cultivating and building new relationships
• Advanced communication and business writing skills
• Ability to influence others and negotiate new business
• Proficiency with MS Office and CRM systems – Salesforce preferred
• Outgoing and highly motivated with strong relationship building skills

Our global Financial Services client is seeking to recruit a VP Credit Analyst to serve as a lead analyst covering complex consumer, esoteric and commercial ABS transactions, performing collateral analysis, evaluating  and modeling underlying credit structures and mentoring junior analysts.

Responsibilities:

• Serve as a lead analyst covering complex consumer, esoteric and commercial ABS transactions, performing collateral analysis, evaluating and modeling underlying credit structures and mentoring junior analysts
• Lead analysis of bond originators and servicers
• Model and analyze bond structures including the reviews of legal structures and transaction documentation
• Serve as the primary point of contact for investors, deal participants and firm clients
• Lead ongoing surveillance of existing transactions and evaluate and report on changes to creditworthiness
• Author and publish credit research, methodology analysis and topical market commentary
• Manage, coach and mentor junior credit analysts
• Attend and participate in industry events and investor roundtables

Responsibilities:

• Bachelor’s Degree
• Approximately 10 years of structured finance credit analysis experience
• Advanced MS Excel skills
• Demonstrated experience analyzing the credit worthiness across ABS asset classes
• Knowledge of consumer, esoteric and commercial ABS asset classes preferred
• Advanced financial modeling and cash flow modeling experience
• Advanced business writing skills
• Experience mentoring and coaching junior analysts
• Ability to travel as required

Our global Financial Services client is seeking to recruit a Senior Credit Analyst to analyze new issue CMBS transactions and perform comprehensive credit analysis for a variety of commercial real estate loan transactions and CMBS securitizations and mentor junior analysts.

Responsibilities:

• Analyze various CMBS transactions and securitizations and mentor junior analysts
• Lead analysis of bond originators and servicers
• Model and analyze bond structures including the reviews of legal structures and transaction documentation
• Serve as the primary point of contact for investors, deal participants and firm clients
• Lead ongoing surveillance of existing transactions and evaluate and report on changes to creditworthiness
• Author and publish credit research, methodology analysis and topical market commentary
• Manage, coach and mentor junior credit analysts
• Attend and participate in industry events and investor roundtables

Responsibilities:

• Bachelor’s Degree
• 10+ years of structured finance credit analysis experience
• Advanced MS Excel skills
• Demonstrated CMBS securitization or Commercial Real Estate underwriting experience
• Knowledge of consumer, esoteric and commercial ABS asset classes preferred
• Advanced financial modeling and cash flow modeling experience
• Advanced business writing skills
• Experience mentoring and coaching junior analysts
• Ability to travel as required

Our elite Financial Services client is seeking to recruit a Senior Credit Analyst to analyze a portfolio of complex global institutional real estate investment funds, real estate operating companies and corporate-level unsecured REIT debt.

Responsibilities:

• Analyze a portfolio of complex global institutional real estate funds, real estate operating companies and corporate-level unsecured REIT debt
• Lead credit committee meetings with investors, company senior management, investment bankers and other key market stakeholders
• Author and publish comprehensive credit research highlighting credit determinations and capital and property level market trends
• Monitor risk, funding commitments, company’s access to capital and overall financing strategies
• Conduct ongoing surveillance of portfolio creditworthiness
• Monitor and update financial models
• Utilize and incorporate third-party research and market data into credit research and analysis
• Provide mentorship, coaching and analytical oversite for junior credit analysts

Requirements:

• Bachelor’s Degree
• 10+ years of experience analyzing complex commercial real estate funds and REITs
• Strong analytical skills including demonstrated experience analyzing complex financial statements
• Fundamental knowledge of commercial real estate financing strategies and capital markets
• Fundamental accounting knowledge including IFRS standards, fair market value calculations and US GAAP standards
• Advanced financial modeling and property level valuation skills
• Proficiency with MS Excel
• Demonstrated knowledge of various REIT structures
• Demonstrated knowledge of capital expenditure requirements, property types, lease structures and expense ratios
• Strong communication, presentations, business writing and relationship management skills
• Highly motivated, detail oriented and deadline driven

Our elite global Financial Services client is seeking to recruit an experienced Fund Finance credit analyst (Director level) to serve as a lead analyst in modeling, evaluating and monitoring fund financing facilities and investment debt products issued by investment funds, private credit funds and other related institutional and private investors.

Responsibilities:

• Serve as a  lead analyst in modeling, evaluating and monitoring fund financing facilities and investment debt products issued by investment funds, private credit funds and other related institutional and private  investors
• Perform capital structure, collateral and cash flow analysis and evaluate factors that can negatively affect creditworthiness of investment vehicles
• Conduct investor and issuers meetings and continuously monitor existing credit portfolios
• Perform due diligence and risk management of investment processes and investment strategies
• Author in-depth credit research reports for internal and external publication
• Present credit findings to internal credit committees
• Interact with media, key financial market participants and investment finance professionals to discuss market and industry trends
• Attend and participate in industry conferences
• Assist with developing best practices, automation tools and analytical tools
• Supervise, coach and mentor junior staff as required

Requirements:

• Bachelor’s Degree
• CFA designation strongly preferred
• 3+ years of relevant credit analysis or credit research experience
• Experience analyzing fund financing facilities, fixed income products, or structured finance products preferred
• Advanced Excel modeling and quantitative financial skills required
• Demonstrated ability to analyze and synthesize creditworthiness of complex fund structures
• Fundamental knowledge of private financial markets and private investment strategies
• Demonstrated knowledge of fund finance products such as NAV loans, subscription credit lines, fund feeders, hybrid financing facilities, etc.
• Strong capital structure, collateral and cash flow analysis skills
• Advanced proficiency with Excel modeling
• Proven ability to review and analyze legal documentation and fund structures
• Advanced communication, presentation and business writing skills
• Well development interpersonal and relationship building skills

Our elite global Investment Management client is seeking to recruit a Vendor Manager to manage front-office investment data, pricing, ratings and research suppliers including the BlackRock Aladdin platform account.

Responsibilities:

• Manage front-office investment data, pricing, ratings and research vendors and suppliers including the BlackRock Aladdin platform account
• Manage vendor onboarding, supplier risk and compliance analysis, vendor invoicing and internal process improvement and automation projects for the front-office investment management business
• Manage and maintain relationships with data, pricing and rating agency vendors
• Manage the vendor contract process including, but not limited to, period performance reviews, pricing, renewals, etc.
• Serve as the point of contact for vendor inquiries and supplier delivery issues
• Perform periodic risk assessments and compliance reviews during the vendor selection and onboarding process
• Research and resolve vendor expense issues
• Reconcile and process all vendor invoices
• Work closely with investment team members on business process improvements and automation projects
• Manage various ad hoc projects as required

Responsibilities:

• Bachelor’s Degree
• 5+ years of vendor management and vendor/supplier onboarding experience
• Experience conducting risk assessments and vendor onboarding compliance reviews
• Strong project management skills
• Advanced problem solving skills and a high attention to detail
• Demonstrated experience managing vendor invoicing and expense management issues
• Ability to build and maintain relationships with internal and external stakeholders
• Knowledge of BlackRock Aladdin strongly preferred

Our elite global Alternative Investment Management client is seeking to recruit a VP of Compliance with demonstrated investment advisory industry experience and comprehensive knowledge of the Investment Advisers Act and Investment Company Act.

Responsibilities:

• Assist in developing, implementing and maintaining the firm’s investment adviser compliance program
• Advise investment teams on relevant compliance policies and procedures
• Conduct compliance training for firm employees, draft and update compliance policies and procedures, assist with compliance testing and respond to regulatory examination requests
• Assist with the firm’s Code of Ethics oversight
• Review and approve request related to outside business activities, personal investing and trading, political contributions and gifts and entertainment
• Assist with the preparation of regulatory filings including but not limited to Form ADV, Form PF, 13F, 13H, etc.
• Assist with preparing and drafting the annual 206(4)-7 report
• Prepare compliance training materials and conduct new hire compliance training
• Review and approve marketing materials, advise on conflicts of interest and respond to investor DDQs
• Monitor and approve expert networks and expert network communications
• Perform ad hoc compliance project and training as required

Requirements:

• Bachelor’s Degree
• JD required, but Bar admission not required
• 4+ years of alternative investment industry compliance experience
• Deep knowledge of the Investment Advisers Act and Investment Company Act
• Strong knowledge of alternative investment asset classes such as private credit, insurance, real estate and private equity
• Advanced project management and compliance training skills
• Excellent communication, interpersonal and business writing skills

Our elite global Law Firm client is seeking to recruit an experienced Legal Recruiting Manager to develop, implement and execute full life-cycle recruiting programs for lateral Associates and Special Counsel hiring across all practice areas.

Responsibilities:

• Develop, implement and execute full life-cycle recruiting programs for lateral Associates and Special Counsel hiring across all practice areas
• Manage all lateral recruiting activity including, but not limited to, interview scheduling, external recruiting agency relationship management, new hire onboarding and conflicts clearing
• Build, foster and maintain relationships with recruiting agencies ensuring top-talent pipeline is being presented
• Maintain awareness of market conditions, analyze market trends and develop best practices to improve the hiring process
• Analyze attrition rates and hiring statistics and report findings to senior management and key stakeholders
• Work closely with Office Managing Partner and Senior Partners to develop practice specific hiring plans
• Manage communication between candidates, partners and clients in coordinating the firm’s Visiting Lawyers Program
• Organize meetings between external recruiting agencies and firm partners
• Assist the talent management team with associate and special counsel onboarding
• Assist with recruitment event management
• Collaborate closely with recruiting colleagues and coach, train and mentor junior recruiters
• Assist with non-NY office lateral recruiting efforts and special projects as needed

Requirements:

• Bachelor’s Degree
• 7-10 years of lateral associate recruiting experience
• Detail oriented, organized and highly effective communication skills
• Experience supervising, training and coaching junior staff
• Experience managing external recruiting agency vendor relationship
• Experience developing, implementing and executing lateral recruiting programs across practice areas and managing key stakeholder relationships
• Calm under pressure and strong project management skills

Our elite global Law Firm client is seeking to recruit a Business Development Analyst to support new business targeting, client development and revenue growth initiatives for the global M&A practice.

Responsibilities:

• Support new business targeting, client development and revenue growth initiatives for the global M&A practice
• Support partners and key internal stakeholders with RFP response, pitch books, deal sheets and targeted presentations effectively communicating the practice’s capabilities and value add
• Maintain a record of all pitch materials in the firm’s CRM system
• Collaborate with Events team to develop content for internal and external meetings, conferences and other marketing events
• Create marketing collateral – write, edit, proofread, fact check, etc.
• Assist with the directory, award, league table legal survey submission process
• Coordinate competitor research and analyze market trends
• Maintain partner and attorney biographies over all marketing channels
• Coordinate with Communications and Digital Marketing teams to ensure consistent firmwide internal and external messaging
• Coordinate with business development and marketing colleagues globally

Requirements:

• Bachelor’s Degree
• 3+ years of business development or marketing experience in the legal, business consulting or financial services industry
• Demonstrated experience communicating effectively with senior level stakeholders
• Strong project management skills and the ability to handle time-sensitive matters in a timely manner
• Advanced business writing, editing and proofreading skills
• Fundamental understanding of the M&A transaction process and financial markets
• Proficiency with MS Office and CRM systems
• Highly motivated and detail oriented with strong critical thinking and problem solving skills

Our global Financial Services client is seeking to recruit an Executive Director healthcare debt capital markets banker to drive revenue growth, manage key relationships with  large-cap healthcare debt issuers and lead new business development efforts.

Responsibilities:

• Drive drive revenue growth, manage key relationships with large-cap healthcare debt issuers and lead new business development efforts
• Develop revenue generating relationships with C-level corporate borrowers and debt issuers in the North American Healthcare sector
• Develop relationships that lead to client retention and long-term market penetration
• Meet and exceed financial and strategic objectives set by group head
• Collaborate closely with credit, analytics, marketing and sales to execute consistent commercial revenue growth strategy
• Pursue and close new business and actively participate in client engagement activities (i.e., client visits, marketing presentations, etc.)
• Educate clients on the competitive advantages the firm’s research and analysis offers
• Gather and analyze client feedback and utilize results to hone client marketing strategy
• Analyze global industry trends and produce actionable market intelligence
• Work closely with colleagues to achieve group revenue goals

Requirements:

• Bachelor’s Degree
• 10+ years’ of bulge bracket healthcare investment banking experience
• Demonstrated leveraged finance, syndicate banking and/or debt capital markets transaction leadership and execution experience
• Strong relationships with large-cap North American healthcare high yield/leveraged debt issuers and corporate borrowers
• Advanced relationship building, revenue driving and client coverage experience
• In-depth experience with the corporate debt capital markets transaction process
• Strong client-facing relationship management and negotiating skills
• Ability to communicate strategic initiatives, identify customer needs, create actionable solutions and influence internal and external stakeholders
• US travel required

Our elite global Financial Services client is seeking to recruit an Executive Director to drive revenue growth, originate new business and manage key banker relationships with bulge bracket investment grade bond desks.

Responsibilities:

• Drive revenue growth, originate new business and manage key banker relationships with bulge bracket investment grade bond desks
• Develop and execute strategic plans that lead to long-term revenue growth
• Work closely with global colleagues and senior management on strategic marketing planning and execution
• Develop a cohesive messaging strategy that will effectively drive revenue and brand engagement
• Assist with cross-border initiatives
• Pitch the firm’s strategic philosophy, market insights and competitive value advantages directly with clients and prospects
• Analyze market conditions, competitive, and industry intelligence to assist with pitch development and marketing content
• Mentor and coach junior relationship managers

Requirements:

• 10+ years of investment grade debt capital markets origination and/or syndicate investment banking experience required
• Current or past tenure at a top-five league table ranked investment bank with a focus on investment grade corporate bond origination or syndication is required
• Broad US investment grade debt capital markets origination or syndication experience
• Well developed relationships with tier-one/bulge bracket bankers on investment grade (IG) bond desks
• Demonstrated origination and execution experience
• New business development, revenue growth and relationship management experience
• Ability and willingness to travel as required

Our elite global Law Firm client is seeking to recruiting a Senior Manager/Associate Director to oversee end-to-end curriculum develop and lead professional development, learning and training programs for associates across the corporate practice firmwide.

Responsibilities:

• Oversee end-to-end curriculum develop and lead professional development, learning and training programs for attorneys across the corporate practice firmwide
• Evaluate existing professional development and training programs to identify strengths, weaknesses and gaps and develop new programs and training initiatives
• Work closely with the knowledge and innovation team to evaluate and integrate AI processes into training programs and to identify and adopt new technologies to support professional development and training initiatives
• Participate in and monitor training sessions and gather attorney feedback to identify program effectiveness and to enhance training programs
• Support lateral associate onboarding, firm integration and long-term career development
• Develop and maintain curriculum materials, marketing collateral and other training resources
• Manage and maintain departmental databases, tracking systems and resources
• Coordinate with teams across the firm to ensure seamless professional development program implementation and execution
• Mentor, coach and manage junior staff members

Requirements:

• Bachelor’s Degree
• JD required
• 5+ years of relevant experience with 3+ years of corporate law practice experience
• Demonstrated ability to management multiple concurrent workstreams in a constantly shifting fast-paced environment
• Client-service centric work ethic with exceptional attention to detail
• Demonstrated ability to manage key stakeholder relationships
• Advanced communication and business writing skills
• MS Office proficiency

Our elite global Financial Services client is seeking to recruit several Associate/VP level Credit Analysts to analyze and evaluate middle market corporate loans, senior secured direct lending investments and private  credit backed loan portfolios.

Responsibilities:

• Analyze and evaluate middle market corporate loans, senior secured direct lending investments and private credit backed loan portfolios
• Build and maintain complex financial models to assess collateral, cash flow, loan portfolio stress testing, and credit structures
• Author and publish credit research focused on corporate portfolio finance, direct lending, and the structured credit markets
• Interact with and conduct due diligence meetings with asset managers, direct lenders, arrangers, and other middle market corporate loan issuers
• Assess assess underwriting standards, portfolio management practices, risk management frameworks, and performance metrics
• Assist with and/or lead ongoing monitoring and transaction surveillance analyzing portfolio performance, credit migration, and concentration trends
• VP level analysts will supervise, mentor and professionally develop junior team members
• Assist in developing analytical tools
• Prepare credit memoranda and reports for internal credit committee presentations

Requirements:

• Bachelor’s Degree
• Associate Level: 2+ years of relevant corporate credit analysis experience
• VP Level: 8+ years of credit analysis experience analyzing various debt instruments backed by portfolios of middle market corporate loans, private fund investments and/or corporate loans, notes, and bonds
• Advanced Excel, financial modeling and cash flow analysis skills
• Demonstrated ability to analyze creditworthiness of fixed income, corporate loan and/or bond investments
• Advanced communication, presentation and business writing skills

Our elite global Alternative Investment Fund client is seeking to recruit a Vice President Strategic Corporate Finance to serve as a strategic finance partner to firm leadership and lead firmwide financial planning, long-term forecasting and budgeting for the firm’s corporate functions and investment strategies.

Responsibilities:

• Serve as a strategic finance partner to firm leadership and lead firmwide financial planning, long-term forecasting and budgeting for the firm’s corporate functions and investment strategies
• Develop, own and maintain firmwide financial models linking capital requirements, headcount, expense management and revenue
• Drive and own the annual budget process including periodic reforecasting and variance analysis
• Collaborate with corporate strategy and firm leadership to align business plans with firm objectives
• Oversee and own the management company financial analysis – firmwide profitability analysis, expense allocations, management fee revenue, etc.
• Build economic models analyzing the firm’s investment strategies to support corporate planning, operating efficiencies and long-term strategic growth
• Support enterprise level capital planning and liquidity analysis and evaluate the financial impact of strategic initiatives
• Translate financial analysis into actional recommendations for senior leadership
• Build dashboards providing senior leadership with KPIs focused on AUM growth, industry and market trends and financial performance metrics
• Consolidate complex financial data into ready to consumer narratives for presentations to senior leadership and Management Committee/Board meetings
• Collaborate with various teams on firmwide planning and forecasting
• Drive process improvement and automation initiatives for financial reporting and system enhancements
• Perform ad hoc projects as required

Requirements:

• Bachelor’s Degree
• MBA, CFA or CPA preferred
• 5+ years of strategic corporate finance in the alternative investment industry required
• Advanced financial modeling experience and the proven ability to own firmwide models
• Demonstrated experience supporting enterprise-wide strategic planning, forecasting, management company economic modeling across multiple entities
• Investment banking or corporate development experience is a plus
• Fundamental knowledge of alternative investing strategies – private equity, private credit, insurance, real estate, etc.
• Demonstrated experience preparing executive-level presentations and materials
• Experience collaborating with senior leadership on strategic financial planning initiatives
• Expertise with budgeting and forecasting
• Advanced Excel and PowerPoint
• Experience with enterprise planning tools preferred
• Highly motivated and detail oriented with the ability to synthesize complex financial data into actionable recommendations
• Entrepreneurial mindset with strong problem solving skills

Our elite global Alternative Investment Fund client is seeking to recruit a Vice President to evaluate, drive and own the investment process from origination through execution for a specialized investment team that invests and executes strategic initiatives across the capital structure, asset classes and industry sectors.

Responsibilities:

• Evaluate, drive and own the investment process from origination through execution for a specialized investment team that invests and executes strategic initiatives across the capital structure, asset classes and industry sectors
• Lead the analysis and execution of incoming deal flow and investment opportunities across the fund platform
• Source, structure and drive transaction valuation and due diligence from origination to close
• Evaluate, lead and manage resources for complex, esoteric and ad-hoc deal flow and strategic initiatives
• Review and oversee valuations, financial modeling and capital structure analysis and incorporate content and projections into actionable investment recommendations
• Develop and present strategic recommendations and investment ideas to investment committees, senior firm leadership and external stakeholders
• Execute business development objectives contributing to the firm’s growth strategy
• Assist in developing strategy and marketing materials
• Manage relationships with key external stakeholders and counterparties
• Collaborate with firmwide investment and corporate strategy teams to execute on strategic priorities
• Mentor, train and coach junior investment professionals

Requirements:

• Bachelor’s Degree with strong academic record; MBA/CFA a plus
• 6+ years of alternative investing or investment banking experience with demonstrated capital structure analysis expertise across asset classes and industry sectors
• Fundamental knowledge of alternative asset classes: private equity, private credit, opportunistic credit, special situations, hybrid capital, etc.
• Advanced financial technical skills: capital structure analysis, financial modeling, valuation analysis
• Highly motivated creative thinker with the ability to solve complex problems in a time sensitive environment
• Strong attention to detail with the ability to delegate and work autonomously while managing competing priorities
• Excellent communication, interpersonal, presentation and business writing skills
• Demonstrated ability to collaborate with teams across the platform and influence key stakeholders
• Proven experience leading and executing end-to-end transactions
• Prior experience managing and mentoring junior team members
• Proactive and entrepreneurial mindset