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Capital Formation

Title	VP Product Management – 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 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
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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	Business Development Associate – Capital Formation/Private Equity
Categories	Alternative Investing, Business Development, Capital Formation, Institutional Investing, Investor Relations, Private Equity, Product Management
Location	New York, NY
Job Information	Our elite global Alternative Investment Fund client is seeking to recruit a Business Development Associate to support the firm’s private equity capital formation and investor relations objectives with a focus on investor messaging, creating compelling business development/marketing materials and content and performing competitor and market intelligence analysis. Responsibilities: Draft and create compelling investor messaging content and business development and marketing materials including, but not limited to, fund performance metrics, LPAC/AGM materials, quarterly reporting updates, value differentiation analysis, whitepapers, presentations and case studies Create dashboards and develop and maintain market and competitor intelligence analysis for investment teams and senior firm stakeholders Collaborate closely with business development and marketing communications teams to coordinate the distribution of investor-facing materials Consistently update the firm’s strategy data room with current marketing materials and data analysis Proactively manage investor inquires including responding to RFPs, DDQs, RFIs NDAs and other related investor requests Collaborate closely with the investment and business development team on ad hoc and special projects Work closely with colleagues to develop best practices, process automation initiatives and process improvement objectives Ensure consistency and quality of investor-facing marketing materials and content Requirements: Bachelor’s Degree 3+ years of private equity or placement agent product management, capital formation, business development or investor relations experience Demonstrated knowledge of the full fundraising lifecycle process Experience drafting and creating compelling investor-facing marketing content, business development materials and investor messaging narratives Proven technical knowledge of fund-level performance metrics, fund revenue drivers and private equity investment concepts Advanced communication, interpersonal, presentation and business writing skills Ability to thrive in a fast-paced, priority changing and entrepreneurial environment Highly motivated problem solver
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Title	Business Development Associate – Co-Investment Capital Formation
Categories	Alternative Investing, Business Development, Capital Formation, Co-Investments, Institutional Investing, Investor Relations, Private Equity
Location	New York, NY
Job Information	Our elite global Alternative Investment Fund client is seeking to recruit a Business Development Associate to support private equity capital formation and coordinate the co-investment syndication process with investors and prospective investors, prepare institutional investor content and marketing materials and manage investor inquiries. Responsibilities: Collaborate with investment deal teams and business development teams to support private equity capital formation and coordinate the co-investment syndication process with investors and prospective investors Prepare institutional investor content and marketing materials highlighting private equity investment strategies, fund performance and competitive advantages Prepare marketing materials and transaction analysis to familiarize prospective co-investors on investment quality and due diligence Serve as the point of contact for co-investor relationships from initial deal screening through deal close Manage the diligence process with co-investors, provide ongoing portfolio updates and maintain the co-investor tracker across current investor base Manage investor and prospective investor inquires including, but not limited to RFPs, DDQs, RFIs and NDAs Consistently update marketing materials and data analysis into the strategy’s data room Ensure consistent excellence with institutional investor marketing materials Assist with best practices, process improvements and automation initiatives Support special projects for investment and business development teams Requirements: Bachelor’s Degree 3+ years of relevant investor relations, institutional business development, capital formation, co-investment syndication or private equity deal underwriting experience Demonstrated experience supporting the co-investment syndication process with investors is required Proven experience creating compelling and concise institutional investor marketing materials, presentations and transaction analysis Demonstrated knowledge of the private equity deal ecosystem and transaction concepts including but not limited to third-party diligence, financial return drivers and financing workstreams Advanced communication, presentation and business writing skills Fundamental understanding of LBO modeling concepts Highly motivated with an entrepreneurial mindset and strong problem solving skills Ability to thrive in a fast-paced deadline driven environment
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Title	Alternative Credit Product Manager – Special Situations (Hybrid Capital)
Categories	Alternative Credit, Alternative Investing, Business Development, Capital Formation, Hybrid Capital, Opportunistic Credit, Product Development, Product Management, Special Situations
Location	New York, NY
Job Information	Our elite global Alternative Investment Fund client is seeking to recruit an Alternative Credit Product Manager (Senior Associate) to act as the chief liaison between investors and the investment team serving as the special situations (hybrid capital, opportunistic credit, etc.) product subject matter expert (SME) and lead product management, content creation and support the entire fundraising cycle. Responsibilities: Act as the chief liaison between investors and the investment team serving as the special situations (hybrid capital, opportunistic credit, etc.) product subject matter expert (SME) Lead product management, content creation and support the entire fundraising cycle Collaborate with the investment team to create bespoke product structures meeting investor requirements Perform market research, competitive positioning and maintain detailed knowledge of the opportunistic credit and hybrid capital ecosystem Advocate to investors how the platform’s special situations, opportunistic credit and preferred and structured equity investments fit within their portfolios and perform through market cycles Create marketing and fundraising collateral including RFPs, DDQs and pitchbooks Engage with institutional investors providing insight on the firm’s capabilities and hybrid capital solutions Communicate commercial knowledge to the business development team in support of strategic account planning, sales objectives and fundraising efforts Create marketing commentary, external communications and through leadership pieces to promote brand awareness Collaborate with private credit and private equity teams to promote underwriting and origination capabilities in investor marketing collateral Maintain and improve data management for content libraries, diligence trackers and investor pipelines Work closely with various internal stakeholders to ensure the smooth rollout of new product offerings Requirements: Bachelor’s Degree CFA and/or MBA a plus 4+ years of opportunistic credit, special situations or hybrid capital product management, business development, capital raising or investor relations experience Demonstrated experience working through an entire fundraising cycle required Advanced understanding of hybrid capital solutions across the capital structure Demonstrated product expertise including preferred and structured equity, mezzanine debt, stretch senior debt, second-lien and HoldCo PIK debt Advanced analytical and research skills Proficiency with PowerPoint, Excel and financial modeling Demonstrated problem solving and project management skills with the ability to thrive in a lean and fast-paced environment Excellent communication, interpersonal, presentation and business writing skills Demonstrated ability to collaborate with and build rapport with key internal and external stakeholders
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Title	Private Credit Product Specialist – CRE/Real Assets
Categories	Alternative Credit, Alternative Investing, Business Development, Capital Formation, CMBS, Commercial Real Estate, Fundraising, Institutional Investing, Product Development, Product Management
Location	New York, NY
Job Information	Our elite global Alternative Investment Fund client is seeking to recruit a Senior Associate Product Specialist to serve as a product expert (SME) between institutional investors and the investment team for the firm’s commercial real estate private credit strategies and lead product management, content creation and support the full fundraising cycle Responsibilities: Serve as the commercial real estate private credit subject matter expert and be the chief liaison between investors and the investment team for the commercial real estate private credit strategies Lead product management, content creation and support the full fundraising cycle Collaborate with the investment team to create bespoke product structures meeting investor requirements Perform market research, competitive positioning and maintain detailed knowledge of the commercial real estate private credit ecosystem Synthesize portfolio-level and loan-level data into clear and concise updates for investor inquiries Advocate to investors how the firm’s commercial real estate private credit investments fit within their portfolios and perform through market cycles Create marketing and fundraising collateral including RFPs, DDQs and pitchbooks Engage with institutional investors providing insight on the firm’s capabilities and commercial real estate credit strategies Communicate commercial knowledge to the business development team in support of strategic account planning, sales objectives and fundraising efforts Create marketing commentary, external communications and through leadership pieces to promote brand awareness Maintain and improve data management for content libraries, diligence trackers and investor pipelines Collaborate with various internal stakeholders to ensure the smooth rollout of new product offerings Requirements: Bachelor’s Degree CFA and/or MBA a plus 4+ years of commercial real estate private credit product management, capital raising, investor or investor relations experience Demonstrated experience working through an entire fundraising cycle required Demonstrated experience supporting fundraising efforts with institutional, private wealth and insurance investors Demonstrated knowledge of commercial real estate debt structures, credit dynamics, and market standards across senior mortgages, mezzanine, preferred equity, and CMBS and SASB Advanced analytical and research skills Proficiency with PowerPoint, Excel and financial modeling Demonstrated problem solving and project management skills with the ability to thrive in a lean and fast-paced environment Excellent communication, interpersonal, presentation and business writing skills Demonstrated ability to collaborate with and build rapport with key internal and external stakeholders
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