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Private Credit

Title Investment Banking Analyst (looking to move to the buy side)
Categories Alternative Asset Management, Financial Modeling, Leveraged Finance, Private Credit
Location New York, NY
Job Information

Our global Alternative Investment Management client is seeking to recruit a lateral Investment Banking Analyst (Leveraged Finance or M&A) to be a key member of their global middle market direct lending team. The Associate will will work directly with sophisticated institutional investors on fund formation, fundraising, fund development and investment analysis. The qualified candidate will have advanced financial modeling and client-facing skills.

Responsibilities:

  • Perform institutional fundraising and fund development for the firm’s main funds and separately managed accounts
  • Participate in meetings with institutional investors, private equity sponsors and prospective clients and assist with structuring, negotiation and the formation of new funds
  • Develop client presentations, pitch materials and analytics and marketing collateral
  • Perform ongoing portfolio monitoring, performance analysis and financial data management (from origination to payoff)
  • Perform investment analysis and underwrite new loan transactions
  • Assist with loan term negotiations and documentation
  • Work closely with internal teams across sales operations, finance/accounting, compliance and investor relations

Requirements:

  • Bachelor’s Degree
  • 1-3 years of leveraged finance or M&A investment banking experience
  • Broad financial modeling experience and demonstrated ability to build LBO, DCF and three-statement models
  • Fundamental knowledge of financial analysis and accounting concepts
  • Formal credit training is a plus
  • Detail oriented, highly motivated and intellectually curious with a strong work ethic
  • Advanced MS Excel and PowerPoint skills
  • Ability to thrive in a fast-paced deadline driven environment
  • Experience developing client presentations and marketing collateral
  • Excellent communication, business writing and presentation skills
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Title Investor Relations Associate
Categories Alternative Asset Management, Business Development, Client Development, Fundraising, Investor Relations, Marketing, Private Credit
Location New York, NY
Job Information

Our global Private Credit client is seeking to recruit a Investor Relations Associate to support global fundraising and investor relations for their private credit funds and direct lending strategies.

Responsibilities:

  • Support investor relations and fundraising efforts across a variety of global private credit and direct lending strategies and assist with institutional investor marketing and sales support
  • Provide senior leadership with investor relations, sales and marketing coverage support
  • Interact frequently with investors and provide timely responses to inquires for account information, data requests and fund performance analytics
  • Respond promptly to requests for RFPs, DDQs, RFIs and assist the sales team with ongoing client support and prospecting outreach
  • Update fund level pitch materials, client presentations, and client reports across a variety of products and investment strategies
  • Work closely with the sales and marketing teams to create innovative marketing collateral that will aid in fundraising efforts
  • Provide senior management with fund performance and fundraising data analysis reports on a monthly basis
  • Assist with special projects

Requirements:

  • Bachelor’s Degree
  • 4+ years of business development, institutional fundraising or investor relations support experience
  • Broad knowledge of the institutional investment management and alternative investment management industry
  • Knowledge of private credit and direct lending investment strategies preferred
  • Demonstrated experience completing RFP, DDQ, RFI and investor data requests
  • Demonstrated experience developing compelling investor marketing collateral
  • Strong business writing and MS Excel skills
  • Bright, driven and highly motivated
  • Superb communication, interpersonal and presentation skills
Apply Now