Alternative Investment Management

Our elite global Alternative Investment Management client is seeking to recruit a VP of Compliance with demonstrated investment advisory industry experience and comprehensive knowledge of the Investment Advisers Act and Investment Company Act.

Responsibilities:

• Assist in developing, implementing and maintaining the firm’s investment adviser compliance program
• Advise investment teams on relevant compliance policies and procedures
• Conduct compliance training for firm employees, draft and update compliance policies and procedures, assist with compliance testing and respond to regulatory examination requests
• Assist with the firm’s Code of Ethics oversight
• Review and approve request related to outside business activities, personal investing and trading, political contributions and gifts and entertainment
• Assist with the preparation of regulatory filings including but not limited to Form ADV, Form PF, 13F, 13H, etc.
• Assist with preparing and drafting the annual 206(4)-7 report
• Prepare compliance training materials and conduct new hire compliance training
• Review and approve marketing materials, advise on conflicts of interest and respond to investor DDQs
• Monitor and approve expert networks and expert network communications
• Perform ad hoc compliance project and training as required

Requirements:

• Bachelor’s Degree
• JD required, but Bar admission not required
• 4+ years of alternative investment industry compliance experience
• Deep knowledge of the Investment Advisers Act and Investment Company Act
• Strong knowledge of alternative investment asset classes such as private credit, insurance, real estate and private equity
• Advanced project management and compliance training skills
• Excellent communication, interpersonal and business writing skills

Our elite global Investment Management client is seeking to recruit an Alternative 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 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

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

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

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

Our elite global Alternative Investment Fund client is seeking to recruit an Investment Associate with 2- 3 years of transactional investment banking experience to serve as a key member of the team investing across a variety of structured credit and esoteric structured asset classes.

Responsibilities:

• Identify, negotiate, finance and close investment opportunities across a variety of structured credit and esoteric structured 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 transactional 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

Our elite global Alternative Investment Fund client is seeking to recruit a Senior Associate, Strategic 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