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Alternative Investing

Title	Senior Growth Equity & Venture Capital Investor
Categories	Advisory Services, Alternative Investing, Fund of Funds, Growth Equity, Institutional Investing, Investment Grade, Manager Selection, Portfolio Construction
Location	New York, NY
Job Information	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
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Title	VP Product Management – Direct Lending/Private Credit
Categories	Alternative Credit, Alternative Investing, Alternative Investment Management, Business Development, Capital Formation, Fundraising, Investor Relations, Marketing, Private Credit, Product Management, Product Specialist
Location	New York, NY
Job Information	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
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Title	Senior Associate Corporate Finance – Alternative Investing
Categories	Alternative Investing, Alternative Investment Management, FP&A
Location	New York, NY
Job Information	Our elite global Alternative Investment Fund client is seeking to recruit a Senior Associate 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 4+ 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
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Title	Investor Relations Associate (Capital Formation/Business Development) – Private Credit/Private Equity
Categories	Alternative Credit, Alternative Investing, Business Development, Fundraising, Investor Relations
Location	New York, NY
Job Information	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
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Title	SVP Product Development – Wealth Management/Alternative Investment Management
Categories	Alternative Credit, Alternative Investing, Alternative Investment Management, Family Office, Private Credit, Private Equity, Product Development, Product Management, Product Pricing, Product Specialist, UHNW, Wealth Management
Location	New York, NY
Job Information	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
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Title	Vice President Cross-Asset Investing – Alternative Investment Fund
Categories	Alternative Investing, Capital Structure Analysis, Financial Modeling, Investment Analysis, Investment Banking, Opportunistic Credit, Private Credit, Private Equity, Special Situations
Location	New York, NY
Job Information	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
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Title	VP Credit Product Specialist – Direct Lending/Private Credit
Categories	Alternative Credit, Alternative Investing, Alternative Investment Management, Business Development, Capital Formation, Fundraising, Investor Relations, Marketing, Private Credit, Product Management, Product Specialist
Location	New York, NY
Job Information	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
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