Alternative Investment Management

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 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 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 lateral Investment Associate to be a key member of unique investment team that invests across the capital structure and alternative asset classes within the FIG sector, as well as supporting  strategic platform and operational growth initiatives.

Responsibilities:

• Identify, source and evaluate investment opportunities across the capital structure and alternative asset classes within the FIG sector
• Execute cross-platform business operational and strategic platform growth initiatives
• Analyze incoming deal flow and create presentation materials highlighting investment research and making actionable investment recommendations
• Perform deal sourcing, capital structure analysis, valuations, complex 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
• 2-4 years of lateral alternative investing or investment banking experience
• Keen interest in working in a hybrid investing and strategy role
• Demonstrated investing and/or transactional experience within the FIG sector (banks, asset managers, non-bank financial, specialty finance, insurance, etc.)
• Advanced technical financial skills is a critical requirement: financial modeling, capital structure analysis, valuations, due diligence, etc.
• Ability and willingness to serve in a hybrid investment generalist and corporate development execution role, working 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

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