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Investment Research

Title Associate – Investments & Strategic Operations (Deputy Chief of Staff)
Categories Alternative Investment Management, Corporate Strategy, Investment Banking, Investment Research, Strategic Planning
Location New York, NY
Job Information

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

 

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Title Investment Associate (Generalist) – Alternative Investing
Categories Alternative Investment Management, Capital Structure Analysis, Investment Analysis, Investment Research, Private Credit, Private Equity
Location New York, NY
Job Information

Our elite global Alternative Investment Management client is seeking to recruit an Investment Associate (Generalist) to analyze and research investment opportunities across industry sectors, asset classes and the capital structure.

Responsibilities:

  • Analyze and research investment opportunities across industry sectors, asset classes and the capital structure
  • Serve as an investment generalist working across multiple investment strategies
  • Analyze incoming deal flow and create presentation materials highlighting investment research and making actionable investment recommendations
  • Perform deal sourcing, valuation analysis, 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
  • 3-5 years of relevant experience with a mixture of investment banking and alternative investment research experience preferred
  • Candidates without investment banking experience coming from hybrid capital investing, private equity, special situations, private credit or direct lending will be considered as well
  • Advanced financial modeling, capital structure analysis and financial due diligence skills
  • Ability and willingness to serve as a generalist and work 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
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