Alternative Investment Management

Our elite global Alternative Investment Management client is seeking to recruit a lateral Business Development Associate to support global institutional fundraising, capital formation, investor relations and business development objectives. Experience supporting Private Credit, Private Equity, Hybrid Capital and/or Insurance investing strategies required.

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 alternative investing business development, capital formation or investor relations experience
• Experience supporting Private Credit, Private Equity, Hybrid Capital and/or Insurance investing strategies required
• 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 is seeking to recruit an in-house Corporate Attorney to support corporate legal operations.

Responsibilities:

• Primary focus on legal entity formation, corporate agreements, service contracts, corporate governance and vendor agreements
• Negotiate, draft and review legal entity, corporate and organizational documents including, but not limited to LLC agreements, LP agreements and vendor/service agreements and contracts
• Advise key stakeholders on entity formation, corporate governance, and regulatory compliance matters
• Support key stakeholders on corporate legal initiatives, ensuring alignment with business objectives
• Assist with ad hoc legal projects and maintain accurate corporate records and manage internal approvals for legal documents

Requirements:

• JD with NY State Bar admission
• 3+ years of corporate law experience at a large global law firm or in-house at an investment management or alternative investment platform
• Demonstrated experience drafting and negotiating legal entity agreements, corporate agreements, vendor agreements and service contracts
• Strong knowledge of corporate governance
• Ability to thrive in a fast-paced transactional environment

Our elite global Private Equity client is seeking to recruit a highly experienced Attorney to execute transactions, manage complex deal activity and serve as the key legal advisor and strategic business partner to fund  senior leadership.

Responsibilities:

• Execute transactions, manage complex deal activity and serve as the key legal advisor and strategic business partner to fund senior leadership
• Provide hands-on support for a variety of legal matters including, but not limited to, fund formation, portfolio company governance, divestitures, M&A transactions and co-investments
• Review, draft and negotiate limited partnership agreements, side letters, fund formation documents and other related investor documents
• Work closely with investment deal teams, operations, compliance, tax, and external counsel to ensure effective and efficient transaction execution
• Lead and manage PE transactions from investment sourcing through deal closing
• Provide legal advise on regulatory matters, risk management and investment structures
• Provide legal advise to portfolio companies including, but not limited to, management incentive plans, corporate governance and transaction exit strategies
• Assist with legal department best practices, process improvements and process automation projects

Requirements:

• 8+ years providing legal and strategic business advise on complex private equity transactions
• Legal expertise with fund formation and M&A transaction execution from a top-tier global law firm or alternative investment platform
• Significant experience advising private equity sponsors and institutional investors
• Ability to manage complex transactions in a dynamic fast-paced environment
• Expertise with fund formation, portfolio management, transaction exit strategies and the private equity transaction lifecycle
• Advanced negotiation, document drafting and transaction management skills
• Strong communication, interpersonal and relationship building skills
• JD and NY State Bar membership, in good standing

Our elite global Investment Management client is seeking to recruit a Private Equity Investment Analyst to evaluate new investment opportunities, make investment recommendations and monitor existing alternative asset investments across the firm’s private equity and co-investment portfolio.

Responsibilities:

• Evaluate new investment opportunities, make investment recommendations and monitor existing alternative asset investments across the firm’s private equity and co-investment portfolio
• Evaluate a variety of investment opportunities across private equity, opportunistic credit, real estate, venture capital and infrastructure
• Recommend investment opportunities based on fundamental analysis
• Monitor existing portfolio investments and conduct performance reviews
• Review legal documents, deal covenants and deal structures to asses investment value and risk
• Interact with sell side, buyside and ratings analysts
• Collaborate with internal teams, external advisors, GPs and other key internal and external stakeholders
• Mentor and coach junior analysts

Requirements:

• Bachelor’s Degree
• 5+ years of private equity or credit investment analysis experience
• Fundamental experience analyzing complex financial data and corporate financial statements
• Strong knowledge of alternative investment, private equity and co-investment strategies
• Excellent communication, presentation and business writing skills
• Advanced financial modeling and technical financial skills
• Advanced MS Office skills

Our elite global Private Credit Fund client is seeking to recruit a Fund Performance & Analytics  Associate to perform fund performance reporting, P&L analysis and ensure platform data integrity.

Responsibilities:

• Perform fund performance reporting, P&L analysis and ensure platform data integrity
• Work with large complex datasets
• Utilize business intelligence reporting tools to write fund performance and investor reports and manage data (Power BI/Business Objects)
• Gather requirements from business users for report development, to provide critical analytical recommendations and to identify operational improvements
• Perform P&L analysis and produce fund performance reports for senior management
• Perform fund data management to ensure platform data integrity and accuracy
• Assist with strategic project and ad hoc technology and system enhancements
• Collaborate with and support front-office investment professionals, institutional investors and other key stakeholders

Requirements:

• Bachelor’s Degree
• 2+ years of performance reporting and P&L analysis utilizing business intelligence reporting tools – financial services industry preferred but not required
• Advanced reporting experience and proficiency with Power BI required
• Demonstrated ability to gather requirements from business users, generate actionable reports and identify trends required
• Experience with SAP BusinessObjects and other business intelligence data and reporting tools preferred
• Advanced analytical, critical thinking, project management and problem solving skills
• Understanding of the private credit ecosystem, fund structures, waterfall calculations and financial statement analysis is a plus
• Strong work ethic with the ability to interact effectively with key internal and external stakeholders
• Exposure to AI and/or interest in working with AI platforms
• Excellent communication and interpersonal skills

Our elite global Alternative Investment Fund client is seeking to recruit an Investment Analyst to perform structured credit analysis, investment research, Intex cash-flow modeling, valuation analysis and ongoing surveillance for their global ABS and RMBS investment portfolio.

Responsibilities:

• Perform structured credit analysis, investment research, Intex cash-flow modeling, valuation analysis and ongoing surveillance for their global ABS and RMBS investment portfolio
• Leverage cash-flow and collateral data to evaluate investment opportunities
• Utilize Intex cash-flow models to analyze and monitor existing investment holdings
• Develop analytics to assist in the valuation and purchase of investment positions
• Perform asset structuring and waterfall calculations
• Identify risks and conduct portfolio performance analysis
• Consistently monitor and analyze developments in the US and European structured credit markets and provide market color and updates to the portfolio manager, traders and other key stakeholders
• Communicate regularly with the portfolio manager and traders on portfolio strategy macro market developments

Requirements:

• Bachelor’s Degree with a record of strong academic achievement
• 2+ years of banking or buyside ABS/RMBS structuring and structured credit transaction analysis
• Strong knowledge of fixed income markets and structured credit products
• Advanced credit analysis, cash-flow modeling and structured credit valuation skills
• Fundamental knowledge of ABS and RMBS structures and waterfall calculations
• Experience with Intex cash-flow modeling strongly preferred
• Highly motivated, driven and intellectually curious with the ability to thrive on a lean investment team
• Keen interest in learning, adding value and gaining knowledge of the entire investment process
• Advanced Excel, PowerPoint and business writing skills