Investment Banking

Our global Financial Services client is seeking to recruit an experienced debt capital markets investment banker (Director level) to lead new business development and revenue generating relationship management with large-cap leveraged, high yield and investment grade TMT bond issuers in North America.

Responsibilities:

• Lead new business development and revenue generating relationship management with with large-cap leveraged, high yield and investment grade TMT bond issuers in North America
• Develop revenue generating relationships with C-level corporate borrowers and debt issuers in the TMT sector
• Develop relationships that lead to client retention and long-term market penetration
• Meet and exceed financial and strategic objectives set by group head
• Collaborate closely with credit, analytics, marketing and sales to execute consistent commercial revenue growth strategy
• Pursue and close new business and actively participate in client engagement activities (i.e., client visits, marketing presentations, etc.)
• Educate clients on the competitive advantages the firm’s research and analysis offers
• Gather and analyze client feedback and utilize results to hone client marketing strategy
• Analyze global industry trends and produce actionable market intelligence
• Work closely with colleagues to achieve group revenue goals

Requirements:

• Bachelor’s Degree
• 10 years’ corporate or investment banking relationship management, leveraged finance, capital markets or syndicate banking experience
• Demonstrated relationships with leveraged and/or investment grade debt issuers and corporate borrowers in the TMT sector
• Broad knowledge of the TMT sector
• Relationship / account management / client coverage experience
• Broad knowledge of corporate debt capital markets deal process
• Strong client-facing relationship management and negotiating skills
• Ability to communicate strategic initiatives, identify customer needs, create actionable solutions and influence internal and external stakeholders
• US travel required

Our elite global Alternative Investment Management client is seeking to recruit an Investment Associate to support deal origination, structuring and the identification, evaluation and sourcing of insurance and private asset investments and strategic partnership opportunities.

Responsibilities:

• Support deal origination, structuring and the identification, evaluation and sourcing of insurance and private asset investments and strategic partnership opportunities
• Conduct financial due diligence, structuring, accounting, negotiation and related transaction support
• Perform risk based capital analysis, in-depth financial analysis and build complex financial models to evaluate investment and strategic partnership opportunities
• Foster and maintain strong relationships with portfolio managers to develop and recommend investment ideas
• Collaborate with external rating agency, legal and public accounting stakeholders during the investment structuring and negotiation process
• Analyze and monitor performance metrics to track partner relationships and investment performance
• Stay abreast of relevant US and international regulatory mandates and changes
• Monitor operational matters, manage contracts and support various ad hoc projects

Requirements:

• Bachelor’s Degree with strong academic record
• 3-5 years of asset-backed structuring, capital markets or risk based lending in the investment banking industry
• Fundamental knowledge of structured credit products, esoteric assets, private assets and/or insurance-linked assets
• Advanced financial modeling skills
• Advanced knowledge of corporate finance and accounting concepts
• Keen commercial instincts with strong knowledge of capital markets
• Thoughtful, creative and highly motivated
• High energy personality, yet cool under pressure with the ability to take on new projects and learn on the fly
• Advanced communication, interpersonal, presentation and relationship building skills

Our elite global Financial Services client is seeking to recruit a Senior Director business developer to originate new business and revenue growth mandates with tier-one/bulge bracket investment bankers on investment grade (IG) bond desks (DCM).

Responsibilities:

• Originate new business and revenue growth mandates with tier-one/bulge bracket investment bankers on investment grade (IG) bond desks (DCM)
• Develop and execute strategic plans that lead to long-term revenue growth
• Work closely with global colleagues and senior management on strategic marketing planning and execution
• Develop a cohesive messaging strategy that will effectively drive revenue and brand engagement
• Assist with cross-border initiatives
• Pitch the firm’s strategic philosophy, market insights and competitive value advantages directly with clients and prospects
• Analyze market conditions, competitive, and industry intelligence to assist with pitch development and marketing content
• Mentor and coach junior relationship managers

Requirements:

• 10+ years of investment grade debt capital markets origination and/or syndicate investment banking experience required
• Current or past tenure at a top-five league table ranked investment bank with a focus on investment grade corporate bond origination or syndication is required
• Broad US investment grade debt capital markets origination or syndication experience
• Well developed relationships with tier-one/bulge bracket bankers on investment grade (IG) bond desks
• Demonstrated origination and execution experience
• New business development, revenue growth and relationship management experience
• Ability and willingness to travel as required

Our elite global Alternative Investment Management client ($30B AUM) is seeking to recruit an Associate, reporting to firm founder’s Chief of Staff, to serve in a hybrid role analyzing new cross-strategy investment opportunities and supporting high-impact strategic initiatives and firmwide business operations (Deputy Chief of Staff).

Responsibilities:

• Reporting to firm founder’s Chief of Staff, to serve in a hybrid role analyzing new cross-strategy investment opportunities and supporting high-impact strategic initiatives and firmwide business operations (Deputy Chief of Staff)
• Assist the Chief of Staff in driving workflow across key firm initiatives and communications
• Track and implement accountability across stakeholders ensuring strategic initiatives result in concise actions and measurable results
• Prepare briefing materials, coordinate cross-functional initiatives and represent the team with internal teams, external stakeholders and portfolio companies ensuring they align with the founder’s strategic vision
• Assist in organizing firm communications, offsite meetings and leadership meetings
• Lead and support ad hoc projects associated with investor relations, fundraising, business operations and long-term platform growth
• Research and analyze potential cross-strategy investments opportunities
• Analyze incoming deal flow
• Assist with deal sourcing, deal structuring, valuation analysis and financial due diligence
• Create presentation materials, including investment research and investment recommendations, for investors and internal stakeholders
• Build investment decks and perform financial modeling and analysis
• Develop business projections and perform capital structure analysis
• Manage external stakeholders, vendors and due diligence advisors throughout the transaction process

Requirements:

• Bachelor’s Degree with high level academic achievement
• 2-4 years of investment banking transaction execution experience from a top-tier firm
• Demonstrated technical financial analytical skills including advanced financial modeling and capital structure analysis
• Demonstrated ability to create investor-facing materials and investment decks
• Demonstrated ability to thrive in a fast-paced, entrepreneurial and at times, unstructured environment and manage complex initiatives
• Ability and willingness to work extended hours and provide real-time responsiveness as needed
• Highly motivated and driven with a “no task is too small” attitude
• Ability to manage multiple projects and strategic initiatives simultaneously
• Exceptional communication, interpersonal and presentation skills
• High degree of personal integrity and demonstrated ability to handle confidential matters with professional discretion
• Creative problem solver with exceptional analytical skills

Our elite global Professional Services client is seeking to recruit a Strategic Intelligence Associate, with 2 years of transactional investment banking experience, to help identify new business and revenue growth opportunities and make actionable strategic intelligence recommendations by conducting market research, industry trend analysis and competitor benchmarking.

Responsibilities:

• Identify new business opportunities, grow revenue and advance practice objectives
• Perform market research, industry trend analysis and competitor benchmarking and make actionable strategic intelligence recommendations
• Develop and manage a comprehensive system to track and analyze clients, prospective clients and market trends
• Work closely with partners and business development teams to to identify potential client targets and refine outreach strategies
• Develop comprehensive company profiles including but not limited to, senior management and board of director profiles, company deal activity, detailed company operations overview, litigation activity, etc.
• Analyze industry publications, financial news, SEC filings and other financial market data to benchmark firm activity vs. competitors
• Utilize internal and external data sources to analyze industry and market developments
• Perform ad hoc projects as required

Requirements:

• Bachelor’s Degree
• 2+ years of market, strategic or competitive intelligence or market/industry research experience in the investment banking or capital markets industry
• Demonstrated ability to analyze and synthesize complex data sets and make actionable business recommendations
• Fundamental understanding of financial and capital markets
• Fundamental understanding of financial statement analysis and business financial filings
• Advanced research, analysis and project management skills
• Highly motivated and creative mindset with strong problem solving skills
• Flexibility to work overtime as required

Our elite global Alternative Investment Management client is seeking to recruit an Associate to join their Business Development/Capital Formation team to support global institutional fundraising, capital formation, investor relations and business development objectives.

Responsibilities:

• Support global institutional fundraising, capital formation, investor relations and business development objectives
• Develop, manage and distribute marketing and business development materials and presentations for investors and investor communication materials for internal stakeholders
• Proactively manage inquiries for current and prospective private investors including RFPs, DDQs, RFIs, non-disclosure agreements and ad hoc information requests
• Collaborate with investment teams and corporate strategy colleagues on platform growth projects
• Develop internal and external presentations including but not limited to, investor communications, legal documents, offering memoranda, investor reports and strategic communications
• Analyze competitors and develop actionable intelligence reports on the broader market and competitive landscape
• Work with team members to ensure the high-quality and consistency of business development presentations and investor marketing materials
• Assist team with the development best practices and execution of special projects

Requirements:

• Bachelor’s Degree with strong academic record
• 3-6 years of a mix of investment banking and alternative investing capital formation, investor relations or business development experience
• Minimum 1-2 years of private market investor relations, capital formation or business development experience
• Advanced analytical and business writing skills
• Highly motivated and driven with an exceptional work ethic
• Demonstrated ability to multitask and manage competing priorities in a fast-paced, dynamic and ever changing environment
• Demonstrated ability to synthesize complex information into easily consumable materials and presentations
• Advanced communication, interpersonal, presentation and client-facing skills