Director Investor Relations
A leading Private Debt Firm is looking for a dynamic and experienced individual to join their team as the Head of Capital Formation with a focus on cultivating and managing relationships within the private wealth sector. As a vital member, you will be responsible for driving capital formation initiatives and fostering strategic partnerships with consultants. Director of Investor Relations Responsibilities: Strategic Relationship Management: Develop and nurture strong relationships with consultants/RIAs to drive capital formation efforts. Identify key decision-makers and stakeholders within target institutions and establish rapport to promote our offerings and investment opportunities. Capital Formation Strategy: Collaborate with senior leadership to develop comprehensive capital formation strategies aligned with business objectives and growth targets. Evaluate market trends, investor preferences, and regulatory changes to optimize fundraising approaches and maximize capital inflows. Client Advisory and Education: Serve as a trusted advisor to private wealth clients, offering insights on investment opportunities, market trends, and portfolio diversification strategies. Conduct presentations, seminars, and workshops to educate clients on relevant financial topics and promote our investment offerings. Pipeline Management: Manage a robust pipeline of potential investors, tracking interactions, commitments, and progress towards fundraising goals. Utilize CRM systems and other tools to maintain accurate records and generate reports for senior management review. Director of Investor Relations - Qualifications: Bachelor's degree in Finance, Business Administration, or related field; MBA or CFA preferred. Proven track record of success in capital formation, fundraising, or business development within the financial services industry. Deep understanding of private wealth management, including investment products, regulatory frameworks, and client servicing best practices. Exceptional interpersonal skills with the ability to build rapport and credibility with high-net-worth individuals and institutional investors. Strong analytical capabilities with the ability to assess investment opportunities, conduct due diligence, and mitigate risks. Excellent communication and presentation skills, with the ability to articulate complex financial concepts in a clear and compelling manner. Strategic thinker with the ability to develop and execute innovative capital formation strategies to achieve business objectives. Leadership experience, with a demonstrated ability to inspire and motivate teams towards common goals.
Negotiable
Florida
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Vice President Private Equity
Vice President Private Equity Qualifications: Bachelor's degree in finance, business, economics, or a related field; MBA or advanced degree preferred. Minimum of 7 years of experience in private equity, investment banking, management consulting, or a related field, with a proven track record of executing successful transactions and driving value creation. Strong financial modeling and valuation skills, with proficiency in Excel and financial analysis tools. Deep understanding of investment principles, financial markets, and corporate finance concepts. Excellent communication, presentation, and interpersonal skills, with the ability to interact effectively with senior executives, investors, and other stakeholders. Proactive, detail-oriented, and results-driven mindset, with the ability to thrive in a fast-paced, entrepreneurial environment. Demonstrated leadership capabilities, with the ability to lead cross-functional teams and drive consensus among diverse stakeholders.
Negotiable
Chicago
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Investor Relations Associate
Investor Relations Associate Overview: A boutique Venture Capital firm focused on in investing in a unique sector is looking to add an Investor Relations Associate to support their investor relations efforts. The ideal candidate will assist in marketing, communicating the firms vision, strategy, and financial performance to investors, analysts, and other stakeholders. Investor Relations Associate Responsibilities: Collaborate with the Managing Partner to develop and execute strategies for communicating with investors, analysts, and shareholders. Assist in preparing and distributing quarterly earnings releases, presentations, and other financial reports. Monitor and analyze financial markets, industry trends, and competitor activities to provide insights and recommendations to the team. Coordinate logistics for investor meetings, conferences, and events. Respond to inquiries from investors and analysts, providing accurate and timely information. Maintain and update investor databases and contact lists. Investor Relations Associate Qualifications: Bachelor's degree in Finance, Business, Economics, or related field. 1-5 years of experience in investor relations, finance, or a related field (experience in a similar industry is a plus). Strong understanding of financial markets, financial statements, and valuation methods. Excellent communication and interpersonal skills. Proficiency in MS Office, particularly Excel and PowerPoint. Ability to work effectively in a fast-paced environment and manage multiple tasks simultaneously.
Negotiable
Washington
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Senior Associate
Company Overview: Working with a leading private equity firm specializing in investments within the industrials sector. With a proven track record of success, we are dedicated to driving value creation and fostering growth opportunities. Position Overview: They are seeking a dynamic Senior Associate to join our Private Equity team with a focus on the industrials sector. The Senior Associate will play a pivotal role in sourcing, evaluating, and managing investments, contributing to the overall success of our portfolio. Responsibilities: Deal Sourcing and Evaluation: Proactively identify and evaluate investment opportunities within the industrials sector. Conduct thorough market research and financial analysis to assess potential deals. Due Diligence: Lead due diligence efforts, coordinating with internal and external stakeholders. Assess risks and opportunities associated with target investments. Deal Execution: Support deal structuring and negotiation, drafting investment memos and legal documentation. Ensure smooth execution of transactions, managing timelines and deliverables. Portfolio Management: Monitor and manage portfolio company performance, tracking key metrics and milestones. Collaborate with management teams to drive value creation initiatives. Team Leadership and Development: Mentor and coach junior team members, providing guidance and support. Foster a collaborative and high-performance culture within the team. Qualifications: Bachelor's degree required, MBA or advanced degree preferred. 4+ years of experience in investment banking, private equity, or corporate finance. Proficiency in financial modeling and analysis, with strong Excel skills. Demonstrated track record of deal execution and portfolio management. Excellent communication, leadership, and interpersonal skills.
US$130000 - US$150000 per annum + Bonus
Milwaukee
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Equity Research Analyst
Position Overview: We are seeking a talented Equity Research Associate to join our team and contribute to our investment research efforts. The ideal candidate will have at least 2 years of buyside experience, a passion for financial markets, and a proven ability to conduct thorough fundamental analysis. Responsibilities: Conduct In-Depth Research: Perform comprehensive analysis on assigned sectors, companies, and investment opportunities. This includes financial modeling, competitive analysis, and industry research to identify key drivers of value and potential risks. Generate Investment Ideas: Proactively identify investment opportunities through thorough research and analysis. Present compelling investment theses supported by detailed research and financial analysis. Monitor Market Developments: Stay informed about market news, economic indicators, and industry trends relevant to our investment strategy. Monitor portfolio holdings and recommend adjustments based on changing market conditions. Build Financial Models: Develop and maintain complex financial models to forecast company performance, assess valuation, and support investment decision-making. Collaborate with Investment Team: Work closely with portfolio managers and fellow research analysts to discuss investment ideas, present research findings, and contribute to the overall investment strategy. Contribute to Investment Process: Participate in investment committee meetings and provide insights and analysis to support investment decisions. Continuously refine and improve our investment process through critical thinking and collaboration. Communicate Research Findings: Prepare clear and concise investment research reports, presentations, and recommendations for internal stakeholders and clients. Effectively communicate complex financial concepts to non-financial audiences. Qualifications: Bachelor's degree in Finance, Economics, Accounting, or related field. CFA designation or progress towards it is preferred. Minimum of 2 years of experience in equity research or investment analysis on the buyside. Strong understanding of financial markets, accounting principles, and valuation techniques. Proficiency in financial modeling and analysis using Excel. Knowledge of Bloomberg or other financial databases is a plus. Excellent written and verbal communication skills. Ability to articulate complex ideas in a clear and concise manner. Proven analytical and problem-solving abilities. Attention to detail and a high degree of accuracy. Self-motivated team player with a passion for investing and a willingness to learn and adapt in a fast-paced environment.
US$150000 - US$200000 per annum
San Francisco
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Private Equity Associate
Company Summary: A Private Equity firm is looking to expand its team with an Associate on the FIG team. This is a well-established firm that needs someone to be able to assist with deal flow Associate Responsibilities: Investment sourcing and evaluation including building and managing sourcing channels, deal flow, and helping prioritize transaction pipeline. Financial modeling including analysis of financial statements, valuations, returns, and competitive ratios Create investment presentations and transactions memos regarding new investment opportunities Evaluate and monitor the ongoing performance of portfolio company investments Participate in fund raising presentations and marketing Associate Qualifications: A minimum of 1 year of investment banking or private equity experience Industry knowledge in FIG or Financial Sponsors Group Strong GPA from a strong university Exceptional modeling and analytical skills Strong communication and presentation skills Established sourcing and execution skills If you are looking to transition into Private Equity or for a new challenge, please apply!
US$125000 - US$175000 per annum
Chicago
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Private Equity Associate
Company Summary: A Private Equity firm is looking to expand its team with an Associate. They are located in Chicago and focus on investing in healthcare companies. This is a well-established firm that needs someone to be able to assist with deal flow Associate Responsibilities: Investment sourcing and evaluation including building and managing sourcing channels, deal flow, and helping prioritize transaction pipeline. Financial modeling including analysis of financial statements, valuations, returns, and competitive ratios Create investment presentations and transactions memos regarding new investment opportunities Evaluate and monitor the ongoing performance of portfolio company investments Participate in fund raising presentations and marketing Associate Qualifications: A minimum of 1 year of investment banking or private equity experience Industry knowledge in Healthcare Strong GPA from a strong university Exceptional modeling and analytical skills Strong communication and presentation skills Established sourcing and execution skills If you are looking to transition into Private Equity or for a new challenge, please apply!
US$125000 - US$175000 per annum
Chicago
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Senior Credit Underwriter
Title: Senior Commercial Loan Underwriter Company: I'm working with a fast-growing Investment Manager who's looking to add a senior commercial loan underwriter to their team. The firm focuses on small businesses and does merchant cash advances. This role is located in either NYC or Westport, CT Qualifications Analyze financial statements, including profit and loss statements and balance sheets, to assess the creditworthiness of potential borrowers. Conduct thorough risk assessments and recommend appropriate loan structures based on financial analysis. Collaborate with internal teams to ensure timely and accurate underwriting decisions. Stay updated on industry trends and regulations affecting small business lending. Requirements: Bachelor's degree in finance, accounting, or related field. Experience in commercial credit or commercial banking Needs to understand financials, P/L statements, and balance sheets Excellent communication and interpersonal skills. Ability to thrive in a fast-paced, growth-oriented environment.
US$80000 - US$100000 per year + Bonus
New York
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Investor Relations Senior Associate
Our client is a top global investment firm currently managing over $90bn. They are looking to add an Investor Relations/Business Development Associate to their insurance group in Boston. Responsibilities: Create presentation decks, fundraising materials and investor letters Conduct research on funds, investors and the broader market to support strategic projects Assist with ad hoc investor requests and inquiries Complete RFPs, RFIs and DDQs Qualifications 4-5 years of experience in investor relations or marketing with an alternative asset manager Bachelor's degree from accredited university Ability to manage multiple work streams
US$130001 - US$175000 per year
Boston
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Acquisitions Analyst / Associate
Title: Real Estate Acquisitions Analyst/ Associate Company Summary: My client ($2B AUM) specializes in opportunistic multi-strategy investments, prioritizing value-oriented and defensively positioned ventures across the capital spectrum. With a focus on generating attractive risk-adjusted returns, our vertically integrated approach encompasses dedicated departments for acquisitions, development, and asset management. Location: NYC Responsibilities: Collaborate in the underwriting and due diligence process for all our investments. Conduct comprehensive research on property, financial, market, and legal due diligence matters. Prepare compelling marketing presentations and research materials to support various activities, including presentations, pitches, and financing endeavors. Actively seek and evaluate new investment opportunities. Qualifications: 1-4 years of experience at a real estate brokerage, Private Equity firm, or investment bank Experience with the Office sector Strong Financial Modeling Skills Proficient with Argus Ability to create polished, high-quality outputs using Microsoft Word, PowerPoint, and Excel. Detail-oriented, organized, and effective team player.
US$80000 - US$145000 per year + Bonus
New York
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Managing Director - Originations
A leading, global asset management firm with over ~$300B AUM is looking to add a Managing Director, Originations, to the team in Chicago, IL. This individual will originate opportunities in lead capacity and will manage all aspects of the financings for senior debt, unitranche, second lien, mezzanine and equity or equity-like investments. Additional responsibilities include developing and maintaining private equity relationships by supervising and reporting material fund raising, investment and portfolio activities. This is an exciting opportunity to join a well-established platform with an excellent track record. The ideal candidate will have the following qualifications: 15-20+ years of middle market cash flow lending experience as lead agent at a direct lender, investment bank, commercial bank, or BDC Existing established private equity sponsor relationships and strong credit skills Significant experience overseeing all aspects of the due diligence processes, including screening, underwriting and portfolio management If you meet the qualifications, please apply now!
US$250000 - US$300000 per year
Chicago
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