Investment Analysis

Our elite global Alternative Investment Fund client is seeking to recruit a lateral Associate to be a key member of the specialty investment team that invests across the capital structure, alternative asset classes and industry sectors, as well as supporting strategic platform and operational growth initiatives.

Responsibilities:

• Identify, source and evaluate investment opportunities across the capital structure, alternative asset classes and industry sectors
• Execute cross-platform business operational and strategic platform growth initiatives
• Analyze incoming deal flow and create presentation materials highlighting investment research and making actionable investment recommendations
• Perform deal sourcing, capital structure analysis, valuations, complex modeling, structuring and due diligence
• Build complex financial models and perform capital structure analysis and incorporate analysis into business projections
• Provide marketing and business development support including developing relevant materials and presentations for current and prospective investors and internal stakeholders
• Provide support to the corporate strategy team and various investment teams
• Perform ad hoc duties and special projects as required

Requirements:

• Bachelor’s Degree with strong academic achievement
• 2-4 years of lateral alternative investing or investment banking experience
• Keen interest in working in a hybrid investing and strategy role
• Exposure FIG sector investing or transactional execution highly desirable (i.e., banks, asset managers, non-bank financials, specialty finance, insurance, etc.)
• Advanced technical financial skills is a critical requirement: financial modeling, capital structure analysis, valuations, due diligence, etc.
• Ability and willingness to serve in a hybrid investment generalist and corporate development execution role, working across investment strategies and the entire capital structure
• Advanced MS Excel and PowerPoint skills
• Highly motivated, driven and intellectually curious with exceptional work ethic
• Team player with the ability to work well independently

Our elite global Alternative Investment Fund client is seeking to recruit a Principal to originate, lead and execute direct investment transactions across asset classes, across the capital structure and across industry verticals and to support strategic growth initiatives across the platform.

Responsibilities:

• Originate, ead and execute direct investment transactions across asset classes, across the capital structure and across industry verticals
• Support strategic growth initiatives across the platform
• Lead transactions from initial evaluation through deal close
• Oversee deal structuring, due diligence, valuation and transaction negotiation
• Collaborate closely with external stakeholders and counterparties throughout the transaction lifecycle
• Evaluate financial models, valuations, financial due diligence, capital structure analysis and business projections to formulate sound investment recommendations
• Present investment recommendations to internal investment committees and senior leadership
• Build and maintain strong relationships with external stakeholders including bankers, co-investors, financial sponsors, management teams and intermediaries
• Develop and cultivate proprietary deal flow and represent the platform with key market participants
• Lead sourcing, evaluation and management of corporate development transactions and strategic platform growth initiatives including joint ventures, strategic partnerships and acquisitions on behalf of the fund platform
• Evaluate, cultivate and execute new business ventures including new product, investment strategies and business line expansion
• Work closely with other investment teams, capital formation and operations to analyze new business venture economics, develop business cases and build go-to-market plans
• Undertake ad-hoc and special projects

Requirements:

• Bachelor’s Degree
• MBA or CFA preferred
• 10+ years of direct investing and transaction execution experience across the capital structure
• Private equity investing experience highly desirable
• Hybrid capital, preferred equity, structured equity, structured credit, opportunistic credit or special situations investing experience strongly preferred
• Demonstrated experience originating, leading and executing complex transactions and strategic initiatives from deal evaluation to close
• Advanced financial technical skills including modeling, valuation and due diligence
• Demonstrated ability to build consensus, mobilize resources, influence key stakeholders and lead new business initiatives
• M&A transaction, joint venture and/or strategic partnership development experience strongly preferred
• Entrepreneurial mindset with sound judgement, intellectual curiosity and strong problem solving skills
• Demonstrated experience mentoring, coaching and professionally developing junior investment professionals
• High degree of integrity with a commitment to excellence

Our elite global Alternative Investment Fund client is seeking to recruit a VP Strategic Investments to evaluate, drive and own the investment process from origination through execution for a specialized investment team that invests and executes strategic initiatives across the capital structure, asset classes and industry sectors.

Responsibilities:

• Evaluate, drive and own the investment process from origination through execution for a specialized investment team that invests and executes strategic initiatives across the capital structure, asset classes and industry sectors
• Lead the analysis and execution of incoming deal flow and investment opportunities across the fund platform
• Source, structure and drive transaction valuation and due diligence from origination to close
• Evaluate, lead and manage resources for complex, esoteric and ad-hoc deal flow and strategic initiatives
• Review and oversee valuations, financial modeling and capital structure analysis and incorporate content and projections into actionable investment recommendations
• Develop and present strategic recommendations and investment ideas to investment committees, senior firm leadership and external stakeholders
• Execute business development objectives contributing to the firm’s growth strategy
• Assist in developing strategy and marketing materials
• Manage relationships with key external stakeholders and counterparties
• Collaborate with firmwide investment and corporate strategy teams to execute on strategic priorities
• Mentor, train and coach junior investment professionals

Requirements:

• Bachelor’s Degree with strong academic record; MBA/CFA a plus
• 6+ years of alternative investing or investment banking experience with demonstrated capital structure analysis expertise across asset classes and industry sectors
• Fundamental knowledge of alternative asset classes: private equity, private credit, opportunistic credit, special situations, hybrid capital, etc.
• Advanced financial technical skills: capital structure analysis, financial modeling, valuation analysis
• Highly motivated creative thinker with the ability to solve complex problems in a time sensitive environment
• Strong attention to detail with the ability to delegate and work autonomously while managing competing priorities
• Excellent communication, interpersonal, presentation and business writing skills
• Demonstrated ability to collaborate with teams across the platform and influence key stakeholders
• Proven experience leading and executing end-to-end transactions
• Prior experience managing and mentoring junior team members
• Proactive and entrepreneurial mindset