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Investment Management

Title Vendor Manager – Front-Office Investment Suppliers
Categories Business Operations, Investment Management, Supplier Sourcing, Vendor Management
Location Stamford, CT
Job Information

Our elite global Investment Management client is seeking to recruit a Vendor Manager to manage front-office investment data, pricing, ratings and research suppliers including the BlackRock Aladdin platform account.

Responsibilities:

  • Manage front-office investment data, pricing, ratings and research vendors and suppliers including the BlackRock Aladdin platform account
  • Manage vendor onboarding, supplier risk and compliance analysis, vendor invoicing and internal process improvement and automation projects for the front-office investment management business
  • Manage and maintain relationships with data, pricing and rating agency vendors
  • Manage the vendor contract process including, but not limited to, period performance reviews, pricing, renewals, etc.
  • Serve as the point of contact for vendor inquiries and supplier delivery issues
  • Perform periodic risk assessments and compliance reviews during the vendor selection and onboarding process
  • Research and resolve vendor expense issues
  • Reconcile and process all vendor invoices
  • Work closely with investment team members on business process improvements and automation projects
  • Manage various ad hoc projects as required

Responsibilities:

  • Bachelor’s Degree
  • 5+ years of vendor management and vendor/supplier onboarding experience
  • Experience conducting risk assessments and vendor onboarding compliance reviews
  • Strong project management skills
  • Advanced problem solving skills and a high attention to detail
  • Demonstrated experience managing vendor invoicing and expense management issues
  • Ability to build and maintain relationships with internal and external stakeholders
  • Knowledge of BlackRock Aladdin strongly preferred
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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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