Alternative Investing

Our elite global Alternative Investment Fund client is seeking to recruit Senior Growth Equity & Venture Capital Investor to oversee direct investments, portfolio construction and manager selection for the firm’s advisory platform, providing investment advise and public/private market access to family offices, UHNW individuals and families and institutional investor clients.

Responsibilities:

• Identify, analyze and lead direct investments in growth equity companies and venture capital for the firm’s advisory clients
• Collaborate with senior firm stakeholders to identify, analyze and underwrite elite growth equity and venture capital fund managers
• Develop and manage diversified growth equity and venture capital fund portfolios that align with client objectives
• Assist with defining fund and direct investment standards for the advisory platform
• Oversee investment benchmarking, risk analysis and performance monitoring across the growth equity and venture capital portfolio
• Lead deal structuring and negotiations for direct investments
• Perform in-depth fund manager due diligence
• Conduct company-level due diligence including market analysis, valuations, management team due diligence and business model analysis
• Perform disciplined cross-sector capital allocation
• Advise family offices, UHNW individuals and families and institutional investor advisory clients on growth equity and venture capital direct investment opportunities
• Serve as a hands-on individual contributor while playing a lead role in building out and leading a robust investment team supporting the firm’s long-term advisory platform growth strategy
• Lead portfolio reviews and analysis and make long-term capital allocation recommendations
• Collaborate with investment teams and senior leadership across the firm on client coverage and portfolio construction initiatives
• Analyze and execute co-investment and secondary investment opportunities with select managers
• Build and maintain strong relationships with GPs

Requirements:

• Bachelor’s Degree; MBA and/or CFA preferred
• 10+ years of hands-on direct and fund of funds growth equity and venture capital investing experience
• Demonstrated expertise with diversified portfolio construction, manager selection and direct investing
• Well established relationships with elite growth equity and venture capital fund managers
• Hands-on with broad technical skills and the ability to operated effectively in a fast-paced and newly created advisory platform
• Demonstrated ability to help define investment standards and frameworks and build a solid team culture
• Experience working at a similar investment platform – family office, institutional allocator, secondaries platform, asset manager, fund of funds, etc.
• Proven track record leading direct growth equity and venture capital investments and/or evaluating and investing in growth equity and venture capital fund managers
• Advanced underwriting and risk management skills

Our elite global Alternative Investment Fund client is seeking to recruit a VP Product Management to serve as a “generalist” direct lending/private credit subject matter expert (SME) acting as the chief liaison between  the investment team and firm’s direct lending and private credit institutional investor clients, supporting product development, product management and business development objectives.

Responsibilities:

• Serve as a “generalist” direct lending/private credit subject matter expert (SME) acting as the chief liaison between the investment team and firm’s direct lending and private credit institutional investor clients, supporting product development, product management and business development objectives
• Oversee product positioning, conduct market research and create content various private credit strategies and vehicles including CLOs, rated notes, BDCs and SMAs
• Collaborate closely with investment teams to refine and tweak product structures to better align with client requirements
• Remain consistent and aware of the private credit competitive landscape including market conditions and product trends
• Develop and recommend commercial insights to support strategic account planning, business development/sales objectives and fundraising initiatives
• Create fundraising and marketing materials, pitchbooks, RFPs and DDQs
• Serve as a subject matter expert on the firm’s private credit/direct lending strategies with investors
• Author market commentary, develop thought leadership pieces and external communications content to increase the firm’s brand awareness
• Collaborate with teams across the firm to ensure effortless execution of new products
• Maintain and develop data management processes and systems for content libraries, investor pipelines and diligence trackers

Requirements:

• Bachelor’s Degree
• 6+ years of private credit / direct lending product management, business development, fundraising, capital raising or investor relations experience
• Advanced research and analytical skills
• Subject matter experience of private credit / direct lending strategies
• Knowledge of various alternative investment strategies such as hybrid capital, real estate credit and asset-based lending strongly preferred
• Demonstrated ability to present to and communicate strategies with sophisticated institutional investors
• Advanced communication, interpersonal, presentation and business writing skills
• Highly motivated and detail oriented with the proven ability to thrive in a lean and fast-paced environment
• MBA or CFA preferred

Our elite global Alternative Investment Fund client is seeking to recruit an Investor Relations Associate to support capital formation and investor relations strategy across a variety of alternative asset classes including private credit, private equity and insurance/reinsurance investing.

Responsibilities:

• Support capital formation and investor relations strategy across a variety of alternative asset classes including private credit, private equity and insurance/reinsurance investing
• Respond to investor inquires from existing and prospective private institutional investors
• Leverage internal and external resources to manage RFPs, DDQs, NDAs and bespoke investor requests
• Prepare, coordinate and distribute marketing, business development and investor relations materials, communications, presentations, offering memoranda, investor reports, legal documents, fact sheets and case studies
• Create internal and external presentations
• Develop and maintain competitor profiles and the broader alternative industry landscape
• Collaborate across business groups on best practices to ensure consistency and quality of investor relations marketing materials
• Work closely with investment and corporate strategy teams to support platform growth initiatives
• Support ad hoc projects as required

Requirements:

• Bachelor’s Degree
• 2-6 years of relevant experience with a minimum 2 years of investor relations, business development or fundraising support experience at an alternative investment fund
• Business development support experience across alternative asset classes, particularly private credit, private equity and/or insurance/reinsurance, required
• Standout candidates will have a mix of investment banking transaction execution and alternative investment fund business development/investor relations experience
• Demonstrated ability to navigate effectively in a complex, rapidly changing and fast-paced entrepreneurial environment
• Advanced communication, interpersonal, presentation and business writing skills
• Highly motivated individual with a high-level of integrity and a commitment to excellence
• Ability to thrive in a lean team environment
• Advanced Excel, PowerPoint and Word skills

Our elite global Alternative Investment Fund client is seeking to recruit a hands-on SVP Product Development, with broad knowledge of the wealth management and alternative investment product development lifecycle, to build end-to-end product capabilities and strategies into investment-grade and highly structured product offerings across public and private markets for the firm’s advisory platform UHNW and family office clients.

• Oversee and lead product strategy and development for the firm’s advisory platform UHNW and family office clients
• Build end-to-end product capabilities and strategies into investment-grade and highly structured product offerings across public and private markets
• Lead and define the alternative product roadmap based on client needs across a variety of alternative asset classes including private credit, private equity, hybrid capital and insurance
• Gather client product requirements and translate them into product concepts, solutions and vehicles
• Analyze and evaluate new product opportunities across various structures – drawdown, feeder, co-investment, evergreen, etc.
• Lead and oversee the structuring and construction of new products, coordinating product build-out with internal stakeholders and external vendors/service providers
• Oversee fee structures, fund terms, vehicle design and offering documentation with legal advise provided by internal and external attorneys
• Lead and manage the end-to-end product launch process
• Manage new product launch lifecycle from concept through onboarding and distribution
• Ensure new product offerings meet governance and regulatory standards
• Manage and own the alternative product shelf
• Own product performance monitoring, client communications and reporting
• Serve as the subject matter expert on product structures, features and positioning
• Maintain product controls, governance and documentation
• Work closely with investment teams and senior management to align products with client requirements and platform strategy
• Assist in designing and establishing the advisory platform’s product frameworks, standards and architecture
• Initially serve as a hands-on individual contributor while building out and leading the product team as the platform grows and scales
• Contribute to building the advisory platform’s operating model, standards and team culture

Requirements:

• Bachelor’s Degree
• MBA, JD and/or CFA preferred
• 10+ years of wealth management or alternative investment product design, development and oversight
• Demonstrated experience designing, developing and managing full-lifecycle alternative and private market products from conception through product launch
• Demonstrated full life-cycle product development experience at an alternative investment manager or wealth management platform serving sophisticated UHNW and family office investors
• Fundamental knowledge of various fund structures, fee models, tax, regulatory and legal requirements and vehicle types associated with alternative products and private market offerings
• Ability and willingness to serve as a hands-on individual contributor while playing a lead role in building and scaling a robust product team
• Deep understanding of alternative investment strategies
• High degree of accountability and ownership
• Alternative product subject matter expertise with the ability to communicate complex product concepts and structures to internal stakeholders and sophisticated investors
• Ability to thrive and operate autonomously in a newly launched advisory platform
• Highly collaborative personality with strong problem solving skills and the ability to be cool under pressure

Our elite global Alternative Investment Fund client is seeking to recruit a Senior Associate Strategic Finance/FP&A to lead capital planning, financial modeling, financial performance analysis and serve as the strategic  finance partner for the firm’s insurance and reinsurance investment strategy.

Responsibilities:

• Lead capital planning, financial modeling, financial performance analysis and serve as the strategic finance partner for the firm’s insurance and reinsurance investment strategy
• Serve as the strategic finance partner and lead strategic financial planning and analysis
• Develop long-term strategic financial planning, forecasting, capital planning and capital allocation initiatives
• Oversee financial modeling, scenario analysis, model integration and financial performance analysis
• Analyze profitability, expense allocations, fee arrangements and revenue drivers
• Analyze and synthesize complex financial data, create dashboards and analyze performance metrics (KPIs) to track investment returns, capital deployment and AUM growth
• Build clear narratives and present metrics and insights to senior management
• Analyze strategic initiatives such as new product launches, fund structures and M&A activity
• Collaborate effectively with operations, investment teams and capital markets teams on funding, pricing, strategic transactions and firmwide planning initiatives
• Develop best practices, automation initiatives and drive analytical and reporting process improvements
• Assist with firmwide strategic and ad hoc finance projects

Requirements:

• Bachelor’s Degree with strong academic record of achievement
• CFA, CPA or MBA preferred
• 3+ years of strategic financial planning and analysis (FP&A) experience in the alternative investment, alternative credit, asset management or insurance/reinsurance industry
• Demonstrated knowledge of alternative credit products and strategies
• Knowledge of insurance investment strategies strongly preferred
• Advanced hands-on financial modeling skills mandatory
• Demonstrated financial forecasting and capital planning skills
• Ability to support business decision making for complex multi-entity structures
• Fundamental knowledge of capital structures, alternative investment strategies and performance analysis
• Demonstrated ability to analyze and synthesize complex financial data and present clear and actionable insights and metrics to senior management
• Advanced Excel and PowerPoint skills
• High level of integrity, confidentiality, critical thinking and problem solving skills
• Highly motivated and detail oriented
• Advanced communication, interpersonal, business writing and presentation skills

Our elite global Alternative Investment Fund client is seeking to recruit a VP Product Specialist to serve as a “generalist” on the business development team and lead product management initiatives for across the firm’s direct lending and private credit investment strategies.

Responsibilities:

• Serve as a “generalist” on the business development team and lead product management initiatives for across the firm’s direct lending and private credit investment strategies
• Oversee product positioning, conduct market research and create content various private credit strategies and vehicles including CLOs, rated notes, BDCs and SMAs
• Collaborate closely with investment teams to refine and tweak product structures to better align with client requirements
• Remain consistent and aware of the private credit competitive landscape including market conditions and product trends
• Develop and recommend commercial insights to support strategic account planning, business development/sales objectives and fundraising initiatives
• Create fundraising and marketing materials, pitchbooks, RFPs and DDQs
• Serve as a subject matter expert on the firm’s private credit/direct lending strategies with investors
• Author market commentary, develop thought leadership pieces and external communications content to increase the firm’s brand awareness
• Collaborate with teams across the firm to ensure effortless execution of new products
• Maintain and develop data management processes and systems for content libraries, investor pipelines and diligence trackers

Requirements:

• Bachelor’s Degree
• 6+ years of private credit / direct lending product management, business development, fundraising, capital raising or investor relations experience
• Advanced research and analytical skills
• Subject matter experience of private credit / direct lending strategies
• Knowledge of various alternative investment strategies such as hybrid capital, real estate credit and asset-based lending strongly preferred
• Demonstrated ability to present to and communicate strategies with sophisticated institutional investors
• Advanced communication, interpersonal, presentation and business writing skills
• Highly motivated and detail oriented with the proven ability to thrive in a lean and fast-paced environment
• MBA or CFA preferred

Our elite global Alternative Investment Fund client is seeking to recruit a Business Development Associate to support the firm’s private equity capital formation and investor relations objectives with a focus on investor  messaging, creating compelling business development/marketing materials and content and performing competitor and market intelligence analysis.

Responsibilities:

• Draft and create compelling investor messaging content and business development and marketing materials including, but not limited to, fund performance metrics, LPAC/AGM materials, quarterly reporting updates, value differentiation analysis, whitepapers, presentations and case studies
• Create dashboards and develop and maintain market and competitor intelligence analysis for investment teams and senior firm stakeholders
• Collaborate closely with business development and marketing communications teams to coordinate the distribution of investor-facing materials
• Consistently update the firm’s strategy data room with current marketing materials and data analysis
• Proactively manage investor inquires including responding to RFPs, DDQs, RFIs NDAs and other related investor requests
• Collaborate closely with the investment and business development team on ad hoc and special projects
• Work closely with colleagues to develop best practices, process automation initiatives and process improvement objectives
• Ensure consistency and quality of investor-facing marketing materials and content

Requirements:

• Bachelor’s Degree
• 3+ years of private equity or placement agent product management, capital formation, business development or investor relations experience
• Demonstrated knowledge of the full fundraising lifecycle process
• Experience drafting and creating compelling investor-facing marketing content, business development materials and investor messaging narratives
• Proven technical knowledge of fund-level performance metrics, fund revenue drivers and private equity investment concepts
• Advanced communication, interpersonal, presentation and business writing skills
• Ability to thrive in a fast-paced, priority changing and entrepreneurial environment
• Highly motivated problem solver

Our elite global Alternative Investment Fund client is seeking to recruit a Business Development Associate to support private equity capital formation and coordinate the co-investment syndication process with investors and prospective investors, prepare institutional investor content and marketing materials and manage investor inquiries.

Responsibilities:

• Collaborate with investment deal teams and business development teams to support private equity capital formation 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
• Demonstrated experience supporting the co-investment syndication process with investors is required
• 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

Our elite global Alternative Investment Fund client is seeking to recruit an Associate to support capital raising and fundraising for the fund’s private markets insurance investing strategy.

Responsibilities:

• Provide hands-on support to senior capital raising team members with pipeline management, investor content and marketing materials and investor relationship management efforts
• Create presentations, one-pagers and tailored pitch decks for investors across the insurance ecosystem
• Support investor relations and product teams with investor data requests, RFPs and DDQs
• Collaborate with legal and compliance teams on the review and approval of investor marketing materials and sales collateral
• Perform CRM and pipeline management including but not limited to, tracking fundraising leads and prospects, recording meeting notes and action items, maintaining contact records, etc.
• Coordinate marketing and sales collateral and logistics for insurance industry conferences and events
• Prepare senior stakeholders for investor meetings including scheduling, calendar management and travel logistics
• Perform insurer research, create briefing books and build relationship timelines
• Support the onboarding of new investors including the handoff of new investors to the investor relations team
• Analyze competitors, NAIC regulations and developments and insurance market trends

Requirements:

• Bachelor’s Degree
• 2+ years of private markets capital raising / fundraising or investor relations support experience at an alternative investment fund
• Exposure to insurance investment strategies strongly preferred
• Demonstrated ability to create compelling and polished investor presentations and sales collateral
• Strong data analysis skills and demonstrated experience with CRM systems such as Salesforce
• Advanced PowerPoint and Excel skills
• The ability to learn the dynamic insurance ecosystem quickly
• Highly motivated and detail oriented with strong problem solving skills
• Demonstrated ability to work in a fast-paced pressure filled environment with little supervision

Our elite global Alternative Investment Fund client is seeking to recruit a VP Strategy and FP&A to serve as the strategic partner providing finance and strategy leadership for the asset-based finance and commercial real estate private credit investment, product development and investor relations teams.

Responsibilities:

• Serve as the strategic partner providing finance and strategy leadership for the asset-based finance and commercial real estate private credit investment product development and investor relations teams
• Own financial modeling, budgeting, forecasting, board materials, management reporting and long-term strategic planning for the asset-based finance and commercial real estate strategies within the private credit platform
• Support fund launches, financings, new product development, investor relations and help shape long-term strategy
• Analyze fee economics, expense allocations, profitability and revenue drivers
• Track capital deployments, investment returns and AUM growth
• Perform scenario analysis to support capital allocation, financing and investment decisions
• Product monthly real assets management reporting and board materials
• Prepare decks and materials for management committee and board meetings
• Develop process improvements to automate reporting and analytics
• Conduct ad hoc analysis and reporting for investment teams
• Serve as a thought leader to senior private credit stakeholders on real asset strategy
• Oversee peer benchmarking, market analysis and competitive analysis
• Provide structuring and economics support to product development teams
• Analyze strategic initiatives including new product launches, M&A activity and fund structures
• Support the investor relations team with investor inquiries, reporting and fundraising activity
• Support the investment team with negotiating bank facilities and subscription lines of credit
• Support business operations across real assets investing

Requirements:

• Bachelor’s Degree
• MBA, CPA or CFA preferred
• 6+ years of corporate finance, strategy or FP&A experience in the private credit industry
• Advanced financial modeling, budgeting, forecasting and long-term strategic planning skills
• Demonstrated experience supporting strategic initiatives and preparing board and executive materials
• Demonstrated expertise with complex, multi-entity and private credit structures
• Strong knowledge of performance metrics and fund structures
• Advanced PowerPoint and Excel skills
• Strategic thinker with strong project management, executive leadership and problem solving skills
• Ability to thrive in a lean and fast-paced environment while managing multiple workstreams

Our elite global Alternative Investment Fund client is seeking to recruit an Alternative Credit Product Manager (Senior Associate) to act as the chief liaison between investors and the investment team serving as the  special situations (hybrid capital, opportunistic credit, etc.) product subject matter expert (SME) and lead product management, content creation and support the entire fundraising cycle.

Responsibilities:

• Act as the chief liaison between investors and the investment team serving as the special situations (hybrid capital, opportunistic credit, etc.) product subject matter expert (SME)
• Lead product management, content creation and support the entire fundraising cycle
• Collaborate with the investment team to create bespoke product structures meeting investor requirements
• Perform market research, competitive positioning and maintain detailed knowledge of the opportunistic credit and hybrid capital ecosystem
• Advocate to investors how the platform’s special situations, opportunistic credit and preferred and structured equity investments fit within their portfolios and perform through market cycles
• Create marketing and fundraising collateral including RFPs, DDQs and pitchbooks
• Engage with institutional investors providing insight on the firm’s capabilities and hybrid capital solutions
• Communicate commercial knowledge to the business development team in support of strategic account planning, sales objectives and fundraising efforts
• Create marketing commentary, external communications and through leadership pieces to promote brand awareness
• Collaborate with private credit and private equity teams to promote underwriting and origination capabilities in investor marketing collateral
• Maintain and improve data management for content libraries, diligence trackers and investor pipelines
• Work closely with various internal stakeholders to ensure the smooth rollout of new product offerings

Requirements:

• Bachelor’s Degree
• CFA and/or MBA a plus
• 4+ years of opportunistic credit, special situations or hybrid capital product management, business development, capital raising or investor relations experience
• Demonstrated experience working through an entire fundraising cycle required
• Advanced understanding of hybrid capital solutions across the capital structure
• Demonstrated product expertise including preferred and structured equity, mezzanine debt, stretch senior debt, second-lien and HoldCo PIK debt
• Advanced analytical and research skills
• Proficiency with PowerPoint, Excel and financial modeling
• Demonstrated problem solving and project management skills with the ability to thrive in a lean and fast-paced environment
• Excellent communication, interpersonal, presentation and business writing skills
• Demonstrated ability to collaborate with and build rapport with key internal and external stakeholders

Our elite global Alternative Investment Fund client is seeking to recruit a Senior Associate Product Specialist to serve as a product expert (SME) between institutional investors and the investment team for the firm’s  commercial real estate private credit strategies and lead product management, content creation and support the full fundraising cycle

Responsibilities:

• Serve as the commercial real estate private credit subject matter expert and be the chief liaison between investors and the investment team for the commercial real estate private credit strategies
• Lead product management, content creation and support the full fundraising cycle
• Collaborate with the investment team to create bespoke product structures meeting investor requirements
• Perform market research, competitive positioning and maintain detailed knowledge of the commercial real estate private credit ecosystem
• Synthesize portfolio-level and loan-level data into clear and concise updates for investor inquiries
• Advocate to investors how the firm’s commercial real estate private credit investments fit within their portfolios and perform through market cycles
• Create marketing and fundraising collateral including RFPs, DDQs and pitchbooks
• Engage with institutional investors providing insight on the firm’s capabilities and commercial real estate credit strategies
• Communicate commercial knowledge to the business development team in support of strategic account planning, sales objectives and fundraising efforts
• Create marketing commentary, external communications and through leadership pieces to promote brand awareness
• Maintain and improve data management for content libraries, diligence trackers and investor pipelines
• Collaborate with various internal stakeholders to ensure the smooth rollout of new product offerings

Requirements:

• Bachelor’s Degree
• CFA and/or MBA a plus
• 4+ years of commercial real estate private credit product management, capital raising, investor or investor relations experience
• Demonstrated experience working through an entire fundraising cycle required
• Demonstrated experience supporting fundraising efforts with institutional, private wealth and insurance investors
• Demonstrated knowledge of commercial real estate debt structures, credit dynamics, and market standards across senior mortgages, mezzanine, preferred equity, and CMBS and SASB
• Advanced analytical and research skills
• Proficiency with PowerPoint, Excel and financial modeling
• Demonstrated problem solving and project management skills with the ability to thrive in a lean and fast-paced environment
• Excellent communication, interpersonal, presentation and business writing skills
• Demonstrated ability to collaborate with and build rapport with key internal and external stakeholders