Senior Associate - Capital Formation (Private Equity/Co-Investments)
fusion staffing partnersNew York, NY
Senior Associate - Capital Formation (Private Equity/Co-Investments)
fusion staffing partnersNew York, NY
yesterday
Occupations
Financial and Investment AnalystsInvestment Fund ManagersSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationAbout the role
Our elite global Alternative Investment Fund client is seeking to recruit a Senior Associate to prepare institutional investor content and marketing materials, manage investor inquiries and support and coordinate the co-investment syndication process with investors and prospective investors.
Responsibilities:
- Collaborate with investment deal teams and business development teams to support and coordinate the co-investment syndication process with investors and prospective investors
- Prepare institutional investor content and marketing materials highlighting private equity investment strategies, fund performance and competitive advantages
- Prepare marketing materials and transaction analysis to familiarize prospective co-investors on investment quality and due diligence
- Serve as the point of contact for co-investor relationships from initial deal screening through deal close
- Manage the diligence process with co-investors, provide ongoing portfolio updates and maintain the co-investor tracker across current investor base
- Manage investor and prospective investor inquires including, but not limited to RFPs, DDQs, RFIs and NDAsConsistently update marketing materials and data analysis into the strategy's data room
- Ensure consistent excellence with institutional investor marketing materials
- Assist with best practices, process improvements and automation initiatives
- Support special projects for investment and business development teams
Requirements:
- Bachelor's Degree 3+ years of relevant investor relations, institutional business development, capital formation, co-investment syndication or private equity deal underwriting experience
- Proven experience creating compelling and concise institutional investor marketing materials, presentations and transaction analysis
- Demonstrated knowledge of the private equity deal ecosystem and transaction concepts including but not limited to third-party diligence, financial return drivers and financing workstreams
- Advanced communication, presentation and business writing skills
- Fundamental understanding of LBO modeling concepts
- Highly motivated with an entrepreneurial mindset and strong problem solving skills
- Ability to thrive in a fast-paced deadline driven environment
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JOB OVERVIEW
Experience level
Senior
Location
New York, NY
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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