Institutional Investing

Our elite global Alternative Investment Fund client is seeking to recruit Senior Growth Equity & Venture Capital Investor to oversee direct investments, portfolio construction and manager selection for the firm’s advisory platform, providing investment advise and public/private market access to family offices, UHNW individuals and families and institutional investor clients.

Responsibilities:

• Identify, analyze and lead direct investments in growth equity companies and venture capital for the firm’s advisory clients
• Collaborate with senior firm stakeholders to identify, analyze and underwrite elite growth equity and venture capital fund managers
• Develop and manage diversified growth equity and venture capital fund portfolios that align with client objectives
• Assist with defining fund and direct investment standards for the advisory platform
• Oversee investment benchmarking, risk analysis and performance monitoring across the growth equity and venture capital portfolio
• Lead deal structuring and negotiations for direct investments
• Perform in-depth fund manager due diligence
• Conduct company-level due diligence including market analysis, valuations, management team due diligence and business model analysis
• Perform disciplined cross-sector capital allocation
• Advise family offices, UHNW individuals and families and institutional investor advisory clients on growth equity and venture capital direct investment opportunities
• Serve as a hands-on individual contributor while playing a lead role in building out and leading a robust investment team supporting the firm’s long-term advisory platform growth strategy
• Lead portfolio reviews and analysis and make long-term capital allocation recommendations
• Collaborate with investment teams and senior leadership across the firm on client coverage and portfolio construction initiatives
• Analyze and execute co-investment and secondary investment opportunities with select managers
• Build and maintain strong relationships with GPs

Requirements:

• Bachelor’s Degree; MBA and/or CFA preferred
• 10+ years of hands-on direct and fund of funds growth equity and venture capital investing experience
• Demonstrated expertise with diversified portfolio construction, manager selection and direct investing
• Well established relationships with elite growth equity and venture capital fund managers
• Hands-on with broad technical skills and the ability to operated effectively in a fast-paced and newly created advisory platform
• Demonstrated ability to help define investment standards and frameworks and build a solid team culture
• Experience working at a similar investment platform – family office, institutional allocator, secondaries platform, asset manager, fund of funds, etc.
• Proven track record leading direct growth equity and venture capital investments and/or evaluating and investing in growth equity and venture capital fund managers
• Advanced underwriting and risk management skills

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

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

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