Investor Relations

Our elite global Alternative Investment Fund client is seeking to recruit an Investor Relations Associate to support capital formation and investor relations strategy across a variety of alternative asset classes including private credit, private equity and insurance/reinsurance investing.

Responsibilities:

• Support capital formation and investor relations strategy across a variety of alternative asset classes including private credit, private equity and insurance/reinsurance investing
• Respond to investor inquires from existing and prospective private institutional investors
• Leverage internal and external resources to manage RFPs, DDQs, NDAs and bespoke investor requests
• Prepare, coordinate and distribute marketing, business development and investor relations materials, communications, presentations, offering memoranda, investor reports, legal documents, fact sheets and case studies
• Create internal and external presentations
• Develop and maintain competitor profiles and the broader alternative industry landscape
• Collaborate across business groups on best practices to ensure consistency and quality of investor relations marketing materials
• Work closely with investment and corporate strategy teams to support platform growth initiatives
• Support ad hoc projects as required

Requirements:

• Bachelor’s Degree
• 2-6 years of relevant experience with a minimum 2 years of investor relations, business development or fundraising support experience at an alternative investment fund
• Business development support experience across alternative asset classes, particularly private credit, private equity and/or insurance/reinsurance, required
• Standout candidates will have a mix of investment banking transaction execution and alternative investment fund business development/investor relations experience
• Demonstrated ability to navigate effectively in a complex, rapidly changing and fast-paced entrepreneurial environment
• Advanced communication, interpersonal, presentation and business writing skills
• Highly motivated individual with a high-level of integrity and a commitment to excellence
• Ability to thrive in a lean team environment
• Advanced Excel, PowerPoint and Word skills

Our elite global Alternative Investment Fund client is seeking to recruit a VP Product Management to serve as a “generalist” direct lending/private credit subject matter expert (SME) acting as the chief liaison between  the investment team and firm’s direct lending and private credit institutional investor clients, supporting product development, product management and business development objectives.

Responsibilities:

• Serve as a “generalist” direct lending/private credit subject matter expert (SME) acting as the chief liaison between the investment team and firm’s direct lending and private credit institutional investor clients, supporting product development, product management and business development objectives
• Oversee product positioning, conduct market research and create content various private credit strategies and vehicles including CLOs, rated notes, BDCs and SMAs
• Collaborate closely with investment teams to refine and tweak product structures to better align with client requirements
• Remain consistent and aware of the private credit competitive landscape including market conditions and product trends
• Develop and recommend commercial insights to support strategic account planning, business development/sales objectives and fundraising initiatives
• Create fundraising and marketing materials, pitchbooks, RFPs and DDQs
• Serve as a subject matter expert on the firm’s private credit/direct lending strategies with investors
• Author market commentary, develop thought leadership pieces and external communications content to increase the firm’s brand awareness
• Collaborate with teams across the firm to ensure effortless execution of new products
• Maintain and develop data management processes and systems for content libraries, investor pipelines and diligence trackers

Requirements:

• Bachelor’s Degree
• 6+ years of private credit / direct lending product management, business development, fundraising, capital raising or investor relations experience
• Advanced research and analytical skills
• Subject matter experience of private credit / direct lending strategies
• Knowledge of various alternative investment strategies such as hybrid capital, real estate credit and asset-based lending strongly preferred
• Demonstrated ability to present to and communicate strategies with sophisticated institutional investors
• Advanced communication, interpersonal, presentation and business writing skills
• Highly motivated and detail oriented with the proven ability to thrive in a lean and fast-paced environment
• MBA or CFA preferred

Our elite global Alternative Investment Fund client is seeking to recruit a VP Product Specialist to serve as a “generalist” on the business development team and lead product management initiatives for across the firm’s direct lending and private credit investment strategies.

Responsibilities:

• Serve as a “generalist” on the business development team and lead product management initiatives for across the firm’s direct lending and private credit investment strategies
• Oversee product positioning, conduct market research and create content various private credit strategies and vehicles including CLOs, rated notes, BDCs and SMAs
• Collaborate closely with investment teams to refine and tweak product structures to better align with client requirements
• Remain consistent and aware of the private credit competitive landscape including market conditions and product trends
• Develop and recommend commercial insights to support strategic account planning, business development/sales objectives and fundraising initiatives
• Create fundraising and marketing materials, pitchbooks, RFPs and DDQs
• Serve as a subject matter expert on the firm’s private credit/direct lending strategies with investors
• Author market commentary, develop thought leadership pieces and external communications content to increase the firm’s brand awareness
• Collaborate with teams across the firm to ensure effortless execution of new products
• Maintain and develop data management processes and systems for content libraries, investor pipelines and diligence trackers

Requirements:

• Bachelor’s Degree
• 6+ years of private credit / direct lending product management, business development, fundraising, capital raising or investor relations experience
• Advanced research and analytical skills
• Subject matter experience of private credit / direct lending strategies
• Knowledge of various alternative investment strategies such as hybrid capital, real estate credit and asset-based lending strongly preferred
• Demonstrated ability to present to and communicate strategies with sophisticated institutional investors
• Advanced communication, interpersonal, presentation and business writing skills
• Highly motivated and detail oriented with the proven ability to thrive in a lean and fast-paced environment
• MBA or CFA preferred

Our elite global Alternative Investment Fund client is seeking to recruit a Business Development Associate to support the firm’s private equity capital formation and investor relations objectives with a focus on investor  messaging, creating compelling business development/marketing materials and content and performing competitor and market intelligence analysis.

Responsibilities:

• Draft and create compelling investor messaging content and business development and marketing materials including, but not limited to, fund performance metrics, LPAC/AGM materials, quarterly reporting updates, value differentiation analysis, whitepapers, presentations and case studies
• Create dashboards and develop and maintain market and competitor intelligence analysis for investment teams and senior firm stakeholders
• Collaborate closely with business development and marketing communications teams to coordinate the distribution of investor-facing materials
• Consistently update the firm’s strategy data room with current marketing materials and data analysis
• Proactively manage investor inquires including responding to RFPs, DDQs, RFIs NDAs and other related investor requests
• Collaborate closely with the investment and business development team on ad hoc and special projects
• Work closely with colleagues to develop best practices, process automation initiatives and process improvement objectives
• Ensure consistency and quality of investor-facing marketing materials and content

Requirements:

• Bachelor’s Degree
• 3+ years of private equity or placement agent product management, capital formation, business development or investor relations experience
• Demonstrated knowledge of the full fundraising lifecycle process
• Experience drafting and creating compelling investor-facing marketing content, business development materials and investor messaging narratives
• Proven technical knowledge of fund-level performance metrics, fund revenue drivers and private equity investment concepts
• Advanced communication, interpersonal, presentation and business writing skills
• Ability to thrive in a fast-paced, priority changing and entrepreneurial environment
• Highly motivated problem solver

Our elite global Alternative Investment Fund client is seeking to recruit a Business Development Associate to support private equity capital formation and coordinate the co-investment syndication process with investors and prospective investors, prepare institutional investor content and marketing materials and manage investor inquiries.

Responsibilities:

• Collaborate with investment deal teams and business development teams to support private equity capital formation and coordinate the co-investment syndication process with investors and prospective investors
• Prepare institutional investor content and marketing materials highlighting private equity investment strategies, fund performance and competitive advantages
• Prepare marketing materials and transaction analysis to familiarize prospective co-investors on investment quality and due diligence
• Serve as the point of contact for co-investor relationships from initial deal screening through deal close
• Manage the diligence process with co-investors, provide ongoing portfolio updates and maintain the co-investor tracker across current investor base
• Manage investor and prospective investor inquires including, but not limited to RFPs, DDQs, RFIs and NDAs
• Consistently update marketing materials and data analysis into the strategy’s data room
• Ensure consistent excellence with institutional investor marketing materials
• Assist with best practices, process improvements and automation initiatives
• Support special projects for investment and business development teams

Requirements:

• Bachelor’s Degree
• 3+ years of relevant investor relations, institutional business development, capital formation, co-investment syndication or private equity deal underwriting experience
• Demonstrated experience supporting the co-investment syndication process with investors is required
• Proven experience creating compelling and concise institutional investor marketing materials, presentations and transaction analysis
• Demonstrated knowledge of the private equity deal ecosystem and transaction concepts including but not limited to third-party diligence, financial return drivers and financing workstreams
• Advanced communication, presentation and business writing skills
• Fundamental understanding of LBO modeling concepts
• Highly motivated with an entrepreneurial mindset and strong problem solving skills
• Ability to thrive in a fast-paced deadline driven environment