Special Situations Portfolio Management Associate
Overview: I'm working with a client of mine who's looking to add an associate to their Portfolio Management- Special Situation group. The Portfolio Group works side-by-side with Special Situations leadership and deal teams to provide extensive support, whenever and wherever needed on analytical, strategic, and operating issues. These capabilities help to optimize the firm's funds through leverage, cash management, and portfolio construction, and to develop and execute strategies in underlying portfolio companies to gain competitive advantage and achieve superior growth. Responsibilities: Develop and upkeep projection models for all GSS funds and SMAs Oversee cash position of GSS funds, manage funding pipeline, and coordinate capital calls/distributions Aid in fund financing endeavors, encompassing structuring, modeling, and analyzing fund-level impacts Provide analytical aid in fundraising and investor reporting procedures for the GSS business Assist in overseeing the US Special Situations portfolio reporting, focusing on tracking value creation initiatives, risk factors, and KPIs Maintain a comprehensive system for tracking fund information for the entire Special Situations business, covering asset allocations, capital activity, investor composition, returns history and trajectory, fund financings, risk factors, and value creation initiatives Qualifications: Solid academic background (BS/BA from a reputable institution) coupled with a proven track record of successful professional experience 1-4 years of experience in corporate or finance roles, preferably with prior exposure to asset management Proficient in Excel with the ability to efficiently analyze extensive datasets Excellent interpersonal skills, capable of managing relationships across various organizational hierarchies Exceptional verbal and written communication abilities with meticulous attention to detail Capacity to handle multiple tasks and thrive in a fast-paced, collaborative environment A positive, proactive demeanor coupled with strong critical thinking skills to generate insightful analyses for complex business inquiries
Bonus
Boston
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Director - Originations - Private Credit
Requirements Assist in managing and developing sponsor relationships to originate deal flow Manage internal investment approval process, and present to the investment committee Develop transaction structure and negotiate deal terms with sponsor and borrower Lead due diligence process Lead legal documentation review and negotiation Monitor existing credits, including attending Board meetings as an observer Desired Skills & Experience 8-10+ years of experience at a buy-side credit / direct lending fund, leverage finance or debt capital markets at an investment bank. Relevant sponsor coverage is a positive. Considerable deal execution experience with proven ability to drive deal process Good communicator, with ability to interface with sponsors and management teams, and spearhead negotiations Strong academic record, including a bachelor's degree Financial modeling skills Willingness to travel Preference given to candidates in NY/CHI/Charlotte
US$200000 - US$250000 per year + Bonus
New York
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Distressed Investment Analyst
A $500m alternative asset manager in NY is looking for a distressed investment analyst (4-8 years) to join their investment team. Qualifications 4-8 years of investment banking, advisory, desk analyst and/or buyside experience in the restructuring and/or distressed investing. Strong financial modeling skills. Self starter with ability to work independently and in a team environment. Responsibilities Assisting portfolio managers and analysts in underwriting and managing distressed credit investments. Providing fundamental investment recommendations on distressed opportunities across sectors, for both existing positions and new situations.
US$150000 - US$180000 per year + Bonus
New York
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Private Credit/ Esoteric Structured Credit - VP
A NYC/San Francisco-based private credit firm with $2 billion in capital is searching for a Vice President (VP). Specializing in specialty finance for fintech and proptech companies, they provide flexible asset-based facilities to fund loans and collateral. The VP will focus on business development, originating bespoke financing structures, managing risk, and overseeing the credit portfolio. Strong financial acumen, analytical skills, and knowledge of the specialty finance industry are essential. The ideal candidate should possess excellent communication and leadership abilities to foster relationships with clients and equity providers. Responsibilities: Deal sourcing: Identify and connect with emerging companies. Investment memos: Draft comprehensive memos addressing key topics/risks. Due diligence: Lead commercial due diligence and manage documentation. Credit analysis: Underwrite investments using collateral-specific credit analyses. Loan tapes: Evaluate loan tapes for credit analysis. Financial statement analysis: Expertise in analyzing financial statements. Data handling: Work fluently with diverse datasets. Portfolio monitoring: Ensure accurate reporting and performance reviews. Qualifications: Bachelor's degree. 5-7 years of experience in structured finance or private credit. Strong credit underwriting and accounting knowledge. Fintech and specialty finance network. Advanced Excel skills (Alteryx a plus)
US$175000 - US$200000 per year + Bonus
San Francisco
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Director
Director of Asset Management Location: Charlotte, NC Work Situation: In-person Level: Director Asset Type: Retail, Industrial, Residential Our client, a quickly growing real estate investment and development firm, is searching for an Director of Asset Management to join their growing team. This person will be responsible for managing the firms portfolio in the Southeast, and a great opportunity to join a industry leading firm during an inflection point of growth. The Director of Asset Management will be responsible for: All asset management functions including regional and property strategic planning, property operations, portfolio budgeting and forecasting, redevelopment analysis, development underwriting and planning, and hold/sell strategy Lead the budget process and provide information / analysis on recommended capital projects Disposition of assets Anticipate needs of Asset Management leadership Ad hoc investment and asset management related work (e.g. reporting, financing activities, disposition activities, corporate initiatives) The Director of Asset Management has the following qualifications: 5+ years in experience in one of the following fields: asset management or real estate operations Experience managing multiple asset types: focus on residential, retail, and industrial Bachelor degree from a top tier institution Excellent understanding of Excel with spreadsheet analysis experience Strong work ethic and attention to detail Exceptional interpersonal, communication and organizational skills Ability to frequently travel to assets
US$130000 - US$150001 per year
Charlotte
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Investor Relations Senior Associate
A premier Private Equity firm specializing in Real Estate Impact investments is seeking a highly skilled and motivated Investor Relations Senior Associate to join their team and support our fundraising efforts. Investor Relations Senior Associate Position Overview: The Investor Relations Senior Associate will play a critical role in supporting the firm's fundraising activities and maintaining strong relationships with their investors. This position requires a deep understanding of real estate private equity, excellent communication skills, and the ability to manage multiple tasks efficiently. The ideal candidate will be proactive, detail-oriented, and capable of working in a fast-paced environment. Investor Relations Senior Associate Key Responsibilities: Assist in the development and execution of fundraising strategies and campaigns. Prepare and update marketing materials, including pitch books, presentations, and fund prospectuses. Conduct market research and analysis to identify potential investors and fundraising opportunities. Manage and maintain the CRM system to track investor interactions, commitments, and communications. Coordinate and support investor meetings, roadshows, and other fundraising events. Respond to investor inquiries in a timely and professional manner, providing accurate and comprehensive information. Develop and maintain strong relationships with existing and prospective investors. Collaborate with the finance and investment teams to gather and present fund performance data and other relevant information. Monitor industry trends, competitor activities, and market conditions to inform fundraising strategies. Qualifications: Bachelor's degree in finance, business, real estate, or a related field. 3-6 years of experience in investor relations, fundraising, or a related role within the real estate or private equity industry. Strong understanding of real estate investments, private equity, and financial markets. Excellent written and verbal communication skills, with the ability to create compelling marketing materials and presentations. Proficient in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM systems. Highly organized with strong attention to detail and the ability to manage multiple tasks and deadlines. Self-motivated and proactive with a strong sense of initiative and accountability. Ability to work effectively both independently and as part of a team.
Negotiable
Los Angeles
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Internal Wholesaler
A leading Private Equity firm based in Denver, Colorado is currently seeking a dynamic and motivated Internal Wholesaler to join their team and contribute to their ongoing success. Internal Wholesaler Overview: The Internal Wholesaler will play a crucial role in supporting the sales and distribution efforts. This position is ideal for an individual with a strong financial background, excellent communication skills, and a passion for private equity. As an Internal Wholesaler, you will work closely with the external sales team, providing them with the necessary tools, resources, and support to drive sales and build relationships with financial advisors, institutional investors, and other key stakeholders. Internal Wholesaler Key Responsibilities: Collaborate with the external sales team to develop and implement effective sales strategies and campaigns. Provide comprehensive support to external wholesalers, including preparing presentations, sales materials, and client proposals. Conduct research and analysis to identify potential investors and market opportunities. Manage and maintain CRM systems to track sales activities, client interactions, and progress towards sales goals. Respond to inquiries from financial advisors, institutional investors, and other stakeholders, providing timely and accurate information. Assist in organizing and coordinating marketing events, webinars, and roadshows. Develop and maintain strong relationships with internal and external stakeholders. Stay updated on industry trends, market conditions, and competitor activities to provide insights and recommendations to the sales team. Internal Wholesaler Qualifications: Bachelor's degree in finance, business, economics, or a related field. 2-6 years of experience in financial services, preferably in a sales support or internal wholesaling role. Strong understanding of private equity, alternative investments, and financial markets. Excellent communication, interpersonal, and presentation skills. Proficient in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM systems. Highly organized with the ability to manage multiple tasks and deadlines in a fast-paced environment. Self-motivated and goal-oriented with a strong desire to succeed. FINRA Series 7 and 63 licenses preferred.
Negotiable
Denver
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Private Credit AVP/VP
A leading middle market-focused specialty finance firm with ~$50B AUM is looking to add an Assistant Vice President/Vice President to join the Leveraged Finance & Financial Sponsors private credit team in Los Angeles, CA. This individual will focus on both sponsored and non-sponsored cash flow lending. This is an exciting opportunity to join a growing team that is owned and operated by one of the world's largest asset managers. The ideal candidate will have the following qualifications: 4-8+ years of relevant investment experience (mezzanine, junior capital, sponsored and non-sponsored cash flow lending) Strong analytical and financial modeling skills Desire to join a successful and rapidly growing platform If you meet the qualifications, please apply now!
US$170000 - US$200000 per year
Los Angeles
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Associate - Private Equity Secondaries
Our client premier placement agent specializing in private equity, venture capital, and private credit fundraising. Their team has a strong track record of successfully partnering with leading investment firms to raise capital and execute strategic secondary transactions. They are seeking an Secondaries Associate to join their team in London. Key Responsibilities: Transaction Support: Assist in the execution of secondary transactions, including LP stake sales, fund restructurings, and direct secondary deals. Due Diligence: Conduct thorough due diligence on prospective secondary transactions, including financial analysis, market research, and operational assessments. Financial Modelling: Develop and maintain complex financial models to evaluate secondary investment opportunities and support transaction structuring. Market Research: Perform in-depth market research to identify trends, opportunities, and potential risks in the private equity secondary market. Deal Sourcing: Support the sourcing of secondary transactions through industry networking, relationship building, and market analysis. Documentation: Prepare detailed investment memos, pitch materials, and other transaction-related documentation. Client Interaction: Assist in managing relationships with clients, including general partners, limited partners, and other stakeholders, to facilitate smooth transaction processes. Industry Engagement: Stay current on industry developments, regulatory changes, and market dynamics to provide informed insights and recommendations. Qualifications Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. Advanced degrees or certifications (e.g., CFA, MBA) are a plus. Experience: 2-4 years of experience in private equity, investment banking, consulting, or a related field, with a focus on secondary market transactions
Negotiable
London
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Investment Analyst
Key Responsibilities: Conduct in-depth research to identify potential investment opportunities across various asset classes such as private equity, venture capital, and public equities. Analyze and assess the fundamental aspects of businesses, including their valuation, key drivers, and industry attractiveness. Collaborate with internal and external stakeholders to conduct due diligence on potential investment targets. Develop comprehensive financial models, investment memos, and recommendations for presentation to investment committees and boards. Stay informed about major company developments and global macro trends affecting industries under coverage, and adjust investment strategies accordingly.' *Candidates must be Singaporean Only* Requirements Minimum 2 to 5 years of relevant experience in venture capital, private equity or public equities. Possess expertise in financial modelling and valuation, financial statement analysis, due diligence and data analysis. Possess astute commercial sense, strong analytical and critical thinking skills. Dependable, positive, warm, kind, trustworthy, and efficient. You must be a self-starter, with a thirst for learning and be comfortable expressing your point-of-view. Ability to balance multiple concurrent projects and work both independently and as a productive member of project teams.
ยฃ10000 - ยฃ10001 per annum
Singapore
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Structured Products Senior Associate
We have a current opportunity for a Structured Products Senior Associate. You will be responsible for negotiating and structuring middle market secured lending facilities. This candidate will be acting as primary point of contact for asset backed finance counter parties and will be helping with legal processes associate with debt transactions. The ideal candidate will have 6+ years of relevant experience including experience at an investment bank, asset manager or law firm. Requirements: - 6+ years of investment banking, asset management, or law firm experience - Structured Products or ABL/ABS experience - Bachelor's degree from a top tier University
US$225000 - US$250000 per year
New York
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Digital Infrastructure Associate VP
Candidate Qualifications: Bachelors degree (good academic standings) preferably in Finance, Business, Accounting, Economics, or related field MS Finance, MBA, and/or CFA preferred but not required 5-6 years of prior work experience in one of the following roles: Private Credit/Private Equity investing role focused on telecommunications, digital infrastructure, or related service (buy-side experience preferred) Investment Banking (Leveraged Finance, Financial Sponsor Coverage, M&A) with a focus on telecommunications, digital infrastructure, or related service Candidates must be living in Austin, TX or willing to relocate, as this person will be required to be in office three days a week.
US$125000 - US$250000 per year
Texas
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