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Alternative Investment Management

Title	Principal, Private Equity Product Strategist
Categories	Alternative Investment Management, Business Development, Capital Formation, Fundraising, Private Equity, Product Development, Product Management, Product Specialist
Location	New York, NY
Job Information	Our elite global Private Equity client is seeking to recruit a lateral Principal, Product Strategist with majority control buyout strategy expertise to own the product strategy narrative, oversee workflow, manage and mentor a team of junior business development resources and serve as the chief liaison and product subject matter expert between investors and the investment team for private equity and equity-focused fund products. Responsibilities: Serve as the chief liaison and product subject matter expert between investors and the investment team for private equity and equity-focused fund products Own the product strategy narrative and oversee workflow Manage, mentor and train junior business development junior resources Lead the design of marketing and fundraising materials, DDQs, RFPs and pitch materials Lead private equity product development and product management Perform market research, content development and product positioning across equity strategies, continuation vehicles and co-investments Serve as the senior product resource for the business development team Provide commercial expertise to support business development, fundraising and strategic planning initiatives Work closely with finance, operations, legal and compliance teams on new product execution Develop market commentary and thought leadership pieces and support external communications and brand building strategies Maintain content libraries and consistently improve data management systems Requirements: Bachelor’s Degree MBA or CFA preferred 8+ years of private equity or alternatives product strategy experience Control buyout private equity strategy experience required Demonstrated experience managing, training and mentoring junior resources Demonstrated ability to support investor relations, business development and capital raising Expertise in private equity markets, fund structures and co-investments Advanced analytical and market research skills Advanced technical financial skills including financial modeling Demonstrated experience creating marketing, pitch and fundraising materials
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Title	VP Treasury/Cash Management Solutions – Alternative Investment Fund
Categories	Alternative Investment Management, Cash Management, Fixed Income, Treasury Management
Location	New York, NY
Job Information	Our elite global Alternative Investment Fund client is seeking to recruit a VP Treasury/Cash Management Solutions to provide short-term fixed income investment advise and develop sophisticated cash management and liquidity solutions for high-profile firm clients and their advisors, including family offices, UHNW individuals & families and institutional clients. Responsibilities: Provide short-term fixed income investment advise and develop sophisticated cash management and liquidity solutions for high-profile firm clients and their advisors, including family offices, UHNW individuals & families and institutional clients Serve as the as the senior treasury and cash management subject matter expert, advising clients on liquidity solutions and short-term investing Advise firm clients on investments in short-term ﬁnancial instruments, including treasuries, money market funds, short-term corporate bonds, CLOs, municipal bonds and other short-duration instruments Build and construct short-term portfolios consistent with client liquidity needs, credit guidelines, and yield objectives Proactively monitor short-term markets, rates, and credit conditions to inform on portfolio positioning and implementation Provide liquidity planning and operating cash management advice to UHNW clients, families, family offices, and institutional clients Create cash management frameworks that align with client objectives, liquidity requirements, and risk tolerance Assess client operating cash needs, liquidity proﬁles, and short-term funding requirements Oversee and monitor client cash and short-duration portfolio performance against benchmarks and objectives Analyze and evaluate liquidity, credit quality and counterparty exposure Establish best practices and investment policies governing short-term investing, cash management and counterparty risk Help establish and scale the treasury architecture supporting the platform, including cash management frameworks, counterparty guidelines, and short-duration investment policies Work closely with investment teams and senior management across the Advisory platform on portfolio construction and balance sheet solutions Requirements: Bachelor’s Degree; MBA or CFA is a plus 8+ years of treasury, cash management and/or short-term fixed income investing experience Subject matter expertise in cash management, liquidity planning and short-term ﬁxed income investing Experience working in bank treasury, institutional treasury or wealth management treasury solutions Demonstrated experience advising sophisticated clients or managing operating liquidity for large, complex balance sheets Deep understanding of money markets, repo markets and short-term credit markets Experience investing across U.S. Treasuries, money market funds, repurchase agreements, and short-term corporate bonds Proven experience being responsible and accountable for cash management and liquidity outcomes Highly motivated and organized with an entrepreneurial mindset Advanced communication, interpersonal and presentation skills
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Title	Associate Cross-Asset Investing – Alternative Investment Fund
Categories	Alternative Investment Management, Capital Structure Analysis, Investment Analysis, Investment Research, Private Credit, Private Equity
Location	New York, NY
Job Information	Our elite global Alternative Investment Fund client is seeking to recruit a lateral Associate to be a key member of unique investment team that invests across the capital structure, alternative asset classes and industry sectors. Additionally, this team executes firmwide business operational and strategic platform growth initiatives. Responsibilities: Serve as an investment generalist to identify, source and evaluate investment opportunities across the capital structure, alternative asset classes and industry sectors 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 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
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Title	Associate – Aviation Financing (Buyside)
Categories	Alternative Investment Management, Asset Backed Securities, Data Analytics, Financial Modeling, Portfolio Management, Risk Management, Special Situations
Location	New York, NY
Job Information	Our elite global Alternative Investment Fund client is seeking to recruit an Associate with aviation finance/aircraft leasing experience to provide analytical and portfolio management support to the investment team focused on aviation special situations investing, financing, leasing and asset acquisitions ($7B AUM investment portfolio). Responsibilities: Provide analytical and portfolio management support to the investment team focused on aviation special situations investing, financing, leasing and asset acquisitions Perform capital structure analysis, complex financial modeling, industry research, data/risk driver analysis, dashboard/report development, asset management and capital raising support Leverage data, financial models and analytics to provide thought leadership insight to the investment team Support all facets of the portfolio, new deal due diligence and investment value realization Collaborate with key internal and external stakeholders to support asset management activities Maintain internal systems and develop analytical tools and automation Assist with strategic initiatives, investment return optimization and capital formation Attend and participate in industry events and board meetings Requirements: Bachelor’s Degree with strong academic record 2+ years of portfolio management, asset management or strategic finance experience Aviation finance or aircraft leasing experience strongly preferred Demonstrated capital structure analysis and advanced financial modeling skills required Strong data and risk analytics knowledge Advanced Excel skills with the demonstrated ability to analyze complex datasets, create dashboards and build analytical tools Advanced PowerPoint skills Power BI, Tableau or other business intelligence tools a strong plus Ability to synthesize and disseminate complex data into actionable recommendations and communicate insights with key stakeholders Advanced communication, interpersonal and business writing skills
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Title	Vice President 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 Vice President 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 5+ 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	Investment Associate – Specialty Finance/Structured Assets
Categories	Alternative Credit, Alternative Investing, Alternative Investment Management, Asset Backed Securities, Financial Modeling, Investment Analysis, Structured Credit, Structured Finance
Location	New York, NY
Job Information	Our elite global Alternative Investment Fund client is seeking to recruit an Investment Associate to be a key member of the investment team investing across a variety of specialty finance, asset-backed, structured and esoteric asset classes. Responsibilities: Identify, negotiate, finance and close investment opportunities across a variety across a variety of specialty finance, asset-backed, structured and esoteric asset classes Perform investment research, financial modeling, transaction underwriting, valuation analysis and deal due diligence Assist with business plan development for various investment opportunities Develop investment ideas, write investment memos and create presentations for the investment committee Assist with legal documentation and deal closings Interact frequently with portfolio company management Support post-close efforts including add-on M&A transactions, management reporting, portfolio company growth objectives, etc. Build and maintain relationships with key internal and external stakeholders Assist with capital raising initiatives Mentor junior team members Assist with ad hoc projects Requirements: Bachelor’s Degree with strong academic standing 2-3 years of structured finance investment banking or lateral investment analysis experience (targeting 2023-2024 undergrads) Experience with Esoteric ABS, ABS Securitization, Structured Finance, Leverage Finance, FIG investment banking or Transportation banking (rail, aircraft, etc.) transactions required Advanced financial modeling, transaction underwriting and valuation analysis required Excellent communication, interpersonal, business writing and relationship management skills Highly motivated, intellectually curious and creative with strong critical thinking skills Travel required
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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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Title	VP Private Credit Product Specialist – Alternative Investment Fund
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 support product management and business development objectives and serve as a “generalist” private credit/direct lending subject matter expert (SME) acting as the chief liaison between the investment team and firm’s direct lending and private credit institutional investor clients. Responsibilities: Support product management and business development objectives and serve as a “generalist” private credit/direct lending subject matter expert (SME) acting as the chief liaison between the investment team and firm’s direct lending and private credit institutional investor clients 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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