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Investment Analysis

Title Alternative Investment Analyst – Private Equity/Co-Investment Portfolio
Categories Alternative Investment Management, Credit Research, Equity Research, Investment Analysis, Investment Funds, Investment Management, Private Equity
Location Stamford, CT
Job Information

Our elite global Investment Management client is seeking to recruit an Alternative 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
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Title Investment Analyst – Healthcare (Investment Grade)
Categories Credit Analysis, Credit Analyst, Credit Research, Healthcare, Investment Analysis, Investment Management
Location Stamford, CT
Job Information

Our elite global Investment Management client is seeking to recruit an experienced Investment Analyst to analyze and evaluate investment grade credit investments across the Healthcare sector.

Responsibilities:

  • Analyze and evaluate investment grade credit investments across the Healthcare sector
  • Perform fundamental credit analysis, evaluate investment opportunities and make sound investment recommendations
  • Lead coverage for the healthcare investment portfolio
  • Interact frequently with key sell-side and ratings analysts to gain a broader view of credit market trends and conditions
  • Research and analyze relative value, maturity and total exposure investment opportunities in coordination with the firms risk appetite and investment strategy
  • Assist with special projects and group-wide process improvement initiatives
  • Conduct portfolio analysis/reporting and respond to information requests from senior management

Requirements:

  • 7+ years of corporate credit research and analysis experience
  • Experience analyzing investment opportunities and making investment recommendations
  • Experience analyzing Healthcare sector investment opportunities
  • Experience analyzing Pharma and/or Healthcare REITs is a plus
  • Advance writing, communication and presentation skills
  • Ability to influence key stakeholders and
  • Advanced MS Excel and PowerPoint skills
  • Bachelor’s Degree
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Title VP Special Situations Investor – Litigation Financing/Esoteric Assets (Hedge Fund)
Categories Alternative Credit, Alternative Investing, Esoteric Assets, Investment Analysis, Litigation Finance, Opportunistic Credit, Private Credit, Special Assets, Special Situations
Location New York, NY
Job Information

Our elite global Hedge Fund client is seeking to recruit an lateral VP level Investor to source, evaluate, underwrite and execute a variety of special situations and alternative credit investments with a primary focus on litigation finance, legal assets, tax and regulatory claims and other esoteric asset opportunities.

Responsibilities:

  • Source, evaluate, underwrite and execute a variety of special situations and alternative credit investments with a primary focus on litigation finance, legal asset, tax and regulatory claims and other esoteric asset opportunities
  • Analyze legal claims evaluating liability theories and the likelihood of potential awards
  • Structure and negotiate customized term sheets, covenants, warranties, representations, credit agreements, prepaid forward agreements, fee purchase agreements and a variety of other funding agreements
  • Draft investment memoranda and write commentary and portfolio analysis for limited partners and the investment committee
  • Evaluate, monitor, mitigate and report on investment risk
  • Support Portfolio Managers with daily P&L, position reconciliations and booking/executing trades
  • Collaborate with internal teams to support operational improvements, automation initiatives, best practices and process improvements

Requirements:

  • Bachelor’s Degree; MBA or JD preferred
  • 5+ years sourcing and analyzing litigation finance, legal asset, special situations and alternative credit investment opportunities
  • Buyside investing experience at hedge fund, private credit, special situations, opportunistic credit, esoteric/special assets or litigation financing investment firm required
  • Advanced proficiency with quantitative finance and complex financial modeling
  • Advanced Excel skills
  • Fundamental knowledge of corporate finance and business operations
  • Highly motivated team player with demonstrated critical thinking and problem solving skills
  • Ability to thrive in a dynamic fast-paced transactional environment
  • Excellent communication, interpersonal, presentation and business writing skills
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Title Associate – Structured Asset Investing
Categories Alternative Credit, Alternative Investing, Alternative Investment Management, Asset Backed Securities, Financial Modeling, Investment Analysis, Structured Credit, Structured Finance
Location New York, NY
Job Information

Our elite global Alternative Investment Management client is seeking to recruit an Associate with structured asset/structured credit transactional banking experience to serve on various transaction teams and assist with identifying, negotiating, financing and closing Special Asset/Structured Credit investment opportunities.

Responsibilities:

  • Assist with identifying, negotiating, financing and closing Special Asset/Structured Credit investment opportunities for the Special Opportunities Assets fund
  • Interact frequently with portfolio company management
  • Perform investment research, financial modeling, transaction underwriting, valuation analysis and deal due diligence
  • Assist with business plan development for various investment opportunities
  • Develop investment ideas, write investment memos and create presentations for the investment committee
  • Assist with legal documentation and deal closings
  • Support post-close efforts including add-on M&A transactions, management reporting, portfolio company growth objectives, etc.
  • Build and maintain relationships with key internal and external stakeholders
  • Assist with capital raising initiatives
  • Mentor junior team members
  • Assist with ad hoc projects

Requirements:

  • Bachelor’s Degree with strong academic standing
  • 2-3 years of transactional investment banking or lateral investment analysis experience (targeting 2023-2024 undergrads)
  • Experience with Esoteric ABS, ABS Securitization, Structured Finance, Leverage Finance, FIG investment banking or Transportation banking (rail, aircraft, etc.) transactions required
  • Advanced financial modeling, transaction underwriting and valuation analysis required
  • Excellent communication, interpersonal, business writing and relationship management skills
  • Highly motivated, intellectually curious and creative with strong critical thinking skills
  • Travel required
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