Alternative Investment Management

Our elite global Investment Management client is seeking to recruit an 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 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 Alternative Investment Management client is seeking to recruit a Portfolio Management Associate to support aircraft leasing and aviation financing investment strategies by performing portfolio and asset management, capital structure analysis, complex financial modeling, industry research, data and risk driver analysis, dashboard and report development and supporting capital raising for a $5B+ AUM investment platform.

Responsibilities:

• Support aircraft leasing and aviation financing investment strategies by performing portfolio and asset management, capital structure analysis, complex financial modeling, industry research, data and risk driver analysis, dashboard and report development and supporting capital raising for a $5B+ AUM investment platform
• 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
• ABS, aviation finance or aircraft leasing experience preferred
• Strong data and risk analytics knowledge
• Advanced Excel skills with the demonstrated ability to build financial models, 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 client is seeking to recruit a lateral Associate or VP Strategic Finance (FP&A) with corporate, investment advisory or insurance investment strategy FP&A and/or strategic finance experience.

Responsibilities:

• Lead the strategic finance function for corporate (firmwide), advisory (client/investor) or insurance investment strategies
• Develop long-term strategic financial planning, forecasting, capital planning and capital allocation initiatives
• Oversee financial modeling, scenario analysis, firmwide 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
• 3-10 years of strategic finance or financial planning and analysis (FP&A) experience in the alternative investment management, asset management or global financial industry
• Demonstrated corporate, advisory or insurance investment strategy FP&A experience
• Advanced financial modeling, 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