Alternative Investment Management

Our elite Alternative Investment Management client is seeking to recruit a Investor Service Specialist to provide client service, marketing support, sales operations, RFP and investor reporting support for institutional investor business development and fundraising objectives.

Responsibilities:

• Provide client service, marketing support, sales operations, RFP and investor reporting support for institutional investor business development and fundraising objectives
• Assist in preparing, drafting and managing RFPs, DDQs and other investor data and reporting requests in a timely and accurate manner
• Prepare and produce client, prospect and consultant reports
• Maintain and manage consultant databases (FactSet, Barra, etc.)
• Assist with various investor marketing initiatives and deliverables
• Gather information and data from various third-party sources for investor reporting
• Assist with compiling, preparing and managing materials for investor, consultant and prospective investor meetings
• Assist with ad hoc projects

Requirements:

• Bachelor’s Degree
• 3+ years of relevant experience in the financial services industry
• Strong business writing skills
• Proficiency with Excel and databases
• Strong team player with the ability to thrive in a fast-paced environment
• Exposure to RFPs and client reporting preferred
• Highly organized and motivated with exceptional attention to detail
• The ability to synthesize complex data
• NJ residency and the ability to commute to the office 3-days per week is required

Our elite global Alternative Investment Management client is seeking to recruit an Investment Associate to support deal origination, structuring and the identification, evaluation and sourcing of insurance and private asset investments and strategic partnership opportunities.

Responsibilities:

• Support deal origination, structuring and the identification, evaluation and sourcing of insurance and private asset investments and strategic partnership opportunities
• Conduct financial due diligence, structuring, accounting, negotiation and related transaction support
• Perform risk based capital analysis, in-depth financial analysis and build complex financial models to evaluate investment and strategic partnership opportunities
• Foster and maintain strong relationships with portfolio managers to develop and recommend investment ideas
• Collaborate with external rating agency, legal and public accounting stakeholders during the investment structuring and negotiation process
• Analyze and monitor performance metrics to track partner relationships and investment performance
• Stay abreast of relevant US and international regulatory mandates and changes
• Monitor operational matters, manage contracts and support various ad hoc projects

Requirements:

• Bachelor’s Degree with strong academic record
• 3-5 years of asset-backed structuring, capital markets or risk based lending in the investment banking industry
• Fundamental knowledge of structured credit products, esoteric assets, private assets and/or insurance-linked assets
• Advanced financial modeling skills
• Advanced knowledge of corporate finance and accounting concepts
• Keen commercial instincts with strong knowledge of capital markets
• Thoughtful, creative and highly motivated
• High energy personality, yet cool under pressure with the ability to take on new projects and learn on the fly
• Advanced communication, interpersonal, presentation and relationship building skills

Our elite global Alternative Investment Management client ($30B AUM) is seeking to recruit an Associate, reporting to firm founder’s Chief of Staff, to serve in a hybrid role analyzing new cross-strategy investment opportunities and supporting high-impact strategic initiatives and firmwide business operations (Deputy Chief of Staff).

Responsibilities:

• Reporting to firm founder’s Chief of Staff, to serve in a hybrid role analyzing new cross-strategy investment opportunities and supporting high-impact strategic initiatives and firmwide business operations (Deputy Chief of Staff)
• Assist the Chief of Staff in driving workflow across key firm initiatives and communications
• Track and implement accountability across stakeholders ensuring strategic initiatives result in concise actions and measurable results
• Prepare briefing materials, coordinate cross-functional initiatives and represent the team with internal teams, external stakeholders and portfolio companies ensuring they align with the founder’s strategic vision
• Assist in organizing firm communications, offsite meetings and leadership meetings
• Lead and support ad hoc projects associated with investor relations, fundraising, business operations and long-term platform growth
• Research and analyze potential cross-strategy investments opportunities
• Analyze incoming deal flow
• Assist with deal sourcing, deal structuring, valuation analysis and financial due diligence
• Create presentation materials, including investment research and investment recommendations, for investors and internal stakeholders
• Build investment decks and perform financial modeling and analysis
• Develop business projections and perform capital structure analysis
• Manage external stakeholders, vendors and due diligence advisors throughout the transaction process

Requirements:

• Bachelor’s Degree with high level academic achievement
• 2-4 years of investment banking transaction execution experience from a top-tier firm
• Demonstrated technical financial analytical skills including advanced financial modeling and capital structure analysis
• Demonstrated ability to create investor-facing materials and investment decks
• Demonstrated ability to thrive in a fast-paced, entrepreneurial and at times, unstructured environment and manage complex initiatives
• Ability and willingness to work extended hours and provide real-time responsiveness as needed
• Highly motivated and driven with a “no task is too small” attitude
• Ability to manage multiple projects and strategic initiatives simultaneously
• Exceptional communication, interpersonal and presentation skills
• High degree of personal integrity and demonstrated ability to handle confidential matters with professional discretion
• Creative problem solver with exceptional analytical skills

Our elite global Alternative Investment Management client is seeking to recruit an Investor Relations Associate to support global institutional fundraising, capital formation, investor relations and business development objectives.

Responsibilities:

• Support global institutional fundraising, capital formation, investor relations and business development objectives
• Develop, manage and distribute marketing and business development materials and presentations for investors and investor communication materials for internal stakeholders
• Proactively manage inquiries for current and prospective private investors including RFPs, DDQs, RFIs, non-disclosure agreements and ad hoc information requests
• Collaborate with investment teams and corporate strategy colleagues on platform growth projects
• Develop internal and external presentations including but not limited to, investor communications, legal documents, offering memoranda, investor reports and strategic communications
• Analyze competitors and develop actionable intelligence reports on the broader market and competitive landscape
• Work with team members to ensure the high-quality and consistency of business development presentations and investor marketing materials
• Assist team with the development best practices and execution of special projects

Requirements:

• Bachelor’s Degree with strong academic record
• 3-6 years of a mix of investment banking and alternative investing capital formation, investor relations or business development experience
• Minimum 1-2 years of private market investor relations, capital formation or business development experience
• Advanced analytical and business writing skills
• Highly motivated and driven with an exceptional work ethic
• Demonstrated ability to multitask and manage competing priorities in a fast-paced, dynamic and ever changing environment
• Demonstrated ability to synthesize complex information into easily consumable materials and presentations
• Advanced communication, interpersonal, presentation and client-facing skills

Our elite global Alternative Investment Management client ($30B AUM) is seeking to recruit a Principal Portfolio/Operational Risk to lead the continued buildout of the firmwide risk management process, design a long-term and scalable operational risk framework, oversee portfolio risk modeling and partner with senior management on the BlackRock Aladdin Portfolio Management System implementation.

Responsibilities:

• Lead the continued buildout of the firmwide risk management process
• Design a long-term and scalable operational risk framework
• Oversee portfolio risk modeling
• Partner with, assist and/or lead senior management on the BlackRock Aladdin Portfolio Management System implementation
• Lead the assessment and continuous monitoring or risk across diverse asset classes, including private equity, credit, and alternative investments
• Develop and implement stress testing and scenario analysis to evaluate portfolio performance vs. market moves and systematic shocks
• Work closely with portfolio managers and investment teams to to ensure cash flows and risk metrics are accurate in Aladdin
• Recommend risk limits and monitor individual portfolios business wide
• Perform validation testing and risk calculations with a specific focus on private assets
• Communicate risk and cash flow analysis with portfolio risk advisors
• Provide portfolio managers and investment teams with daily risk assessments and supporting metrics
• Collaborate with regulators to ensure the firm is in compliance with relevant rules and regulations

Requirements:

• Bachelor’s Degree
• 5+ years of relevant portfolio or operational risk management experience at a leading alternative investment platform, investment bank or business consulting firm
• Demonstrated Aladdin Portfolio Management System implementation experience required
• Risk modeling experience, including knowledge of SQL and Python, strongly preferred
• Demonstrate ability to work effectively with senior management and senior investment team members
• Ability and willingness to work as an individual contributor and build out and lead a team over time
• Strong communication and interpersonal skills

Our elite global Alternative Investment Management client is seeking to recruit an Investment Associate (Generalist) to analyze and research investment opportunities across industry sectors, asset classes and the capital structure.

Responsibilities:

• Analyze and research investment opportunities across industry sectors, asset classes and the capital structure
• Serve as an investment generalist working across multiple investment strategies
• Analyze incoming deal flow and create presentation materials highlighting investment research and making actionable investment recommendations
• Perform deal sourcing, valuation analysis, modeling, structuring and due diligence
• Build complex financial models and perform capital structure analysis and incorporate analysis into business projections
• Provide marketing and business development support including developing relevant materials and presentations for current and prospective investors and internal stakeholders
• Provide support to the corporate strategy team and various investment teams
• Perform ad hoc duties and special projects as required

Requirements:

• Bachelor’s Degree with strong academic achievement
• 3-5 years of relevant experience with a mixture of investment banking and alternative investment research experience preferred
• Candidates without investment banking experience coming from hybrid capital investing, private equity, special situations, private credit or direct lending will be considered as well
• Advanced financial modeling, capital structure analysis and financial due diligence skills
• Ability and willingness to serve as a generalist and work across investment strategies and the entire capital structure
• Advanced MS Excel and PowerPoint skills
• Highly motivated, driven and intellectually curious with exceptional work ethic
• Team player with the ability to work well independently