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Alternative Investing

Title VP Financial Planning & Analysis (FP&A) – Alternative Insurance Investments
Categories Alternative Investing, Alternative Investment Management, FP&A
Location New York, NY
Job Information

Our elite global Alternative Investment client is seeking to recruit a VP Financial Planning & Analysis (FP&A) with strategic financial planning and analysis experience in the alternative investment industry with a  specific focus on alternative insurance investment strategies.

Responsibilities:

  • Lead sand support strategic finance and FP&A for the firm’s alternative insurance investment strategies
  • 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
  • 4+ years of strategic financial planning and analysis (FP&A) experience in the alternative investment, alternative credit, asset management or global financial 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
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Title VP Special Situations Investor – Litigation Financing/Esoteric Assets (Hedge Fund)
Categories Alternative Credit, Alternative Investing, Esoteric Assets, Investment Analysis, Litigation Finance, Opportunistic Credit, Private Credit, Special Assets, Special Situations
Location New York, NY
Job Information

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
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