Fundraising

Our elite global Alternative Investment Fund client is seeking to recruit an Investor Relations Associate to support capital formation and investor relations strategy across a variety of alternative asset classes including private credit, private equity and insurance/reinsurance investing.

Responsibilities:

• Support capital formation and investor relations strategy across a variety of alternative asset classes including private credit, private equity and insurance/reinsurance investing
• Respond to investor inquires from existing and prospective private institutional investors
• Leverage internal and external resources to manage RFPs, DDQs, NDAs and bespoke investor requests
• Prepare, coordinate and distribute marketing, business development and investor relations materials, communications, presentations, offering memoranda, investor reports, legal documents, fact sheets and case studies
• Create internal and external presentations
• Develop and maintain competitor profiles and the broader alternative industry landscape
• Collaborate across business groups on best practices to ensure consistency and quality of investor relations marketing materials
• Work closely with investment and corporate strategy teams to support platform growth initiatives
• Support ad hoc projects as required

Requirements:

• Bachelor’s Degree
• 2-6 years of relevant experience with a minimum 2 years of investor relations, business development or fundraising support experience at an alternative investment fund
• Business development support experience across alternative asset classes, particularly private credit, private equity and/or insurance/reinsurance, required
• Standout candidates will have a mix of investment banking transaction execution and alternative investment fund business development/investor relations experience
• Demonstrated ability to navigate effectively in a complex, rapidly changing and fast-paced entrepreneurial environment
• Advanced communication, interpersonal, presentation and business writing skills
• Highly motivated individual with a high-level of integrity and a commitment to excellence
• Ability to thrive in a lean team environment
• Advanced Excel, PowerPoint and Word skills

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

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

Our elite global Alternative Investment Fund client is seeking to recruit an Associate to support capital raising and fundraising for the fund’s private markets insurance investing strategy.

Responsibilities:

• Provide hands-on support to senior capital raising team members with pipeline management, investor content and marketing materials and investor relationship management efforts
• Create presentations, one-pagers and tailored pitch decks for investors across the insurance ecosystem
• Support investor relations and product teams with investor data requests, RFPs and DDQs
• Collaborate with legal and compliance teams on the review and approval of investor marketing materials and sales collateral
• Perform CRM and pipeline management including but not limited to, tracking fundraising leads and prospects, recording meeting notes and action items, maintaining contact records, etc.
• Coordinate marketing and sales collateral and logistics for insurance industry conferences and events
• Prepare senior stakeholders for investor meetings including scheduling, calendar management and travel logistics
• Perform insurer research, create briefing books and build relationship timelines
• Support the onboarding of new investors including the handoff of new investors to the investor relations team
• Analyze competitors, NAIC regulations and developments and insurance market trends

Requirements:

• Bachelor’s Degree
• 2+ years of private markets capital raising / fundraising or investor relations support experience at an alternative investment fund
• Exposure to insurance investment strategies strongly preferred
• Demonstrated ability to create compelling and polished investor presentations and sales collateral
• Strong data analysis skills and demonstrated experience with CRM systems such as Salesforce
• Advanced PowerPoint and Excel skills
• The ability to learn the dynamic insurance ecosystem quickly
• Highly motivated and detail oriented with strong problem solving skills
• Demonstrated ability to work in a fast-paced pressure filled environment with little supervision

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