Investment Analysis

Our elite global Alternative Investment Fund client is seeking to recruit an Investment Associate to be a key member of the investment team investing across a variety of specialty finance, asset-backed, structured and esoteric asset classes.

Responsibilities:

• Identify, negotiate, finance and close investment opportunities across a variety across a variety of specialty finance, asset-backed, structured and esoteric asset classes
• 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
• Interact frequently with portfolio company management
• 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 structured finance 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

Our elite global Alternative Investment Fund client is seeking to recruit a lateral Associate to be a key member of unique investment team that invests across the capital structure, alternative asset classes and industry sectors.  Additionally, this team executes firmwide business operational and strategic platform growth initiatives.

Responsibilities:

• Serve as an investment generalist to 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
• 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 Vice President 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