This is a premier independent advisory firm that provides comprehensive, tailored solutions throughout an alternative investment manager's life-cycle. The Capital Solutions group specifically provides best-in-class solutions to its private equity client's portfolio companies. This team partners with private equity sponsors on control buyouts to raise third-party capital. The candidate would have the ability to join an entrepreneurial and growing team looking to build out a highly differentiated, private equity focused advisory platform.
Key deal execution tasks include:
- Preparing marketing materials (i.e., investor presentations, financial models, supporting due diligence materials, etc.)
- Developing investor targeting strategies
- Conducting investor outreach, including participating on investor calls / meetings
- Facilitating investor due diligence and legal negotiation processes
Other day-to-date responsibilities include:
- Interfacing directly with private equity clients, management teams, and investors
- Assisting in the screening and due diligence on prospective new mandates
- Monitoring and interpreting key macroeconomic trends (i.e., activity in equity and debt capital markets)
- Driving internal business building initiatives, including origination and investor engagement tracking, marketing material development, investor & sponsor mapping, and team growth strategizing
Qualifications & Experience
- Undergraduate degree (business degree preferable)
- 1 - 2 years of experience in investment banking, management consulting, private equity, transaction services, equity research, or other related fields
- Proficiency with Microsoft Office, with an emphasis on Excel and PowerPoint. Experience in Capital-IQ / Bloomberg are a plus
- FINRA licenses preferred (SIE, Series 63, Series 79, Series 7)
- Excellent interpersonal, verbal, and written communication skills
