Alternative Investment Management

Our elite Alternative Investment Management client is seeking to recruit a Investor Service Specialist to provide client service, marketing support, sales operations, RFP and investor reporting support for institutional investor business development and fundraising objectives.

Responsibilities:

• Provide client service, marketing support, sales operations, RFP and investor reporting support for institutional investor business development and fundraising objectives
• Assist in preparing, drafting and managing RFPs, DDQs and other investor data and reporting requests in a timely and accurate manner
• Prepare and produce client, prospect and consultant reports
• Maintain and manage consultant databases (FactSet, Barra, etc.)
• Assist with various investor marketing initiatives and deliverables
• Gather information and data from various third-party sources for investor reporting
• Assist with compiling, preparing and managing materials for investor, consultant and prospective investor meetings
• Assist with ad hoc projects

Requirements:

• Bachelor’s Degree
• 3+ years of relevant experience in the financial services industry
• Strong business writing skills
• Proficiency with Excel and databases
• Strong team player with the ability to thrive in a fast-paced environment
• Exposure to RFPs and client reporting preferred
• Highly organized and motivated with exceptional attention to detail
• The ability to synthesize complex data
• NJ residency and the ability to commute to the office 3-days per week is 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