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Co-Investments

Title Senior Associate – Capital Formation (Private Equity/Co-Investments)
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 Senior Associate to prepare institutional investor content and marketing materials, manage investor inquiries and support and coordinate the  co-investment syndication process with investors and prospective investors.

Responsibilities:

  • Collaborate with investment deal teams and business development teams to support 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
  • 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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