- Assist the team in creating the Private Debt Fund Investment platform and investment philosophy in collaboration with the head of Alternative Investment as well as head office.
- Scree and develop new fund investment opportunities through the manager search and selection process.
- Build relationships with existing and prospective investment managers.
- Conduct due diligence and formulate investment recommendations on Private Debt Funds.
- Assist the Portfolio Manager in serving as liaison with head office regarding the allocations of various alternative investment categories based on investment goals; interpret and prepare data, investment related documents and Investment Committee materials for head office
- Assist the Portfolio Manager by actively encouraging the promotion of ESG investment and implementing responsible investment through enhanced ESG scoring.
- Prepare regular reporting package for investors including Quarterly Report.
- Participate and present in the Quarterly Report meeting for Private Debt fund,
- Coordinate with external parties in the negotiation and execution of agreements and documents related to Private Debt Fund investments.
- Perform post-investment monitoring of funds, including periodic meetings with investment managers and general partners, annual meeting attendance and office visits, etc.
- Understand, prepare for and conduct the cash flow management and other operational issues of Private Debt Funds including instructions to administrators.
- Support the Portfolio Manager to develop new clients having an intension to invest in Private Debt Fund.
- Research and investigate matters as required by Head Office.
- Manage and maintain data related to underlying fund performance and company.
- Strong academic background including bachelor's degree, preferably in Business/Economics related filed. MBA and/or progress toward CFA preferred.
- 3-5 years of relevant experience in fund investments (including experience in middle/back office), preferably with a focus on Alternative or Credit Fund Selection at an institutional investor (including bank, insurance company, pension fund, endowment, foundation, SWF or family office), investment consultant, investment manager or private equity firm.
- Fluency in English is required. Other language skill a plus.
- Strong command of Microsoft Excel, Word, Power Point and other Office
- Outstanding analytical, financial modeling, clear and concise written and verbal communication skills required.
- Ability to work overtime, as required.
- Detail oriented, pro-active and able to manage multiple projects to deadlines with minimal supervision.
- Ability to travel internationally and domestically, as
- A flexible team player able to adapt to change.
-
analyst, debt investment group
3 weeks ago
Kennedy Wilson New York, United StatesFounded in 1977, Kennedy Wilson is global real estate investment company headquartered in Beverly Hills, CA with 12 global offices. We own, operate and invest in real estate on our own and through our investment management platform. We focus on multifamily, office and industrial ...
-
Investment Banker- Debt Capital Markets
1 day ago
ThinkEquity LLC New York, United StatesABOUT THINKEQUITY LLC ("ThinkEquity") · ThinkEquity is a boutique investment bank created by experienced professionals that have worked together for over a decade, collectively financing over $50 billion of public and private capital raises, restructurings, and mergers and acqui ...
-
Investment Banking Analyst- Debt Capital Markets
3 weeks ago
Piper Sandler Greenwich, United StatesAt Piper Sandler, we connect capital with opportunity to build a better future. · We believe diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. Our mission is to recruit, develop, retain and engage a diverse, high-performing team. Our b ...
-
Confidential-structured Credit Analyst
1 week ago
Bisnow New York, United StatesOur SelectLeaders' client is a privately-held opportunistic real estate investment management firm based in New York City, that invests in real estate debt and equity; including commercial mortgage-backed securities, whole loans, B-Notes, mezzanine loans, real estate, and other j ...
-
Associate - Strategic Advisory (Debt Capital
1 week ago
PJT Partners New York, United StatesNew York · PJT Partners is a global advisory-focused investment bank. Our team of senior professionals delivers a wide array of strategic advisory, shareholder advisory, restructuring and special situations and private fund advisory and placement services to corporations, financi ...
-
Analyst - Financing Policy & Coordination
2 weeks ago
NYC Careers Manhattan, United States**Analyst - FINANCING POLICY & COORDINATION**: · - Apply**Analyst - FINANCING POLICY & COORDINATION**: · - Agency: OFFICE OF MANAGEMENT & BUDGET · - Posted on: 04/17/2024- Job type: Full-time · Location · MANHATTAN · - Title Classification: No exam required · Department · General ...
-
Mizuho Americas New York, United StatesMizuho is currently seeking a highly motivated and detail-oriented individual to join our Latin America Debt Capital Markets group as an Analyst 1, covering the full range of issuers across Mexico, Brazil, Chile, among others in sectors such as consumer, industrial, energy, quasi ...
-
Associate, Portfolio Reporting
3 weeks ago
Audax Group New York, United States***: · As part of our continued growth, Audax Private Debt seeks an Associate to join our Private Debt Portfolio Reporting Team. The Team provides portfolio, operational, and financial reporting support to the Origination Debt investment, Investor Relations, and internal manageme ...
-
Vice President
2 weeks ago
Santander Holdings USA Inc New York, United States Full timeVice President - Investment Banking - ChemicalsNew York, United States of AmericaSummary: · As an Investment Banking Vice President in Chemicals you will develop strong relationships with clients as you work across the full spectrum of investment banking products including merger ...
-
Santander Holdings USA Inc New York, United States Full timeProduct Specialist, Private Debt Mobilization (PDM) - Corporate & Investment Banking (CIB)New York, United States of AmericaThe Product Specialist, Private Debt Mobilization (PDM) is responsible for leading the distribution efforts for our Company's private debt products. They wo ...
-
Private Placements Associate
2 weeks ago
Guardian Life Insurance Company New York, United StatesThe Private Placements Associate provides support to the Private Placement team through various quantitative and qualitative analyses, as well as document preparation and evaluation for both new transaction opportunities and portfolio monitoring, principally for the corporate inv ...
-
Pgim Private Capital, Investment Team
1 week ago
Prudential New York, United StatesJob Classification: · Investment Management - Investments · A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE · As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - t ...
-
Vice President
2 weeks ago
Santander Holdings USA Inc New York, United States Full timeVice President - Investment Banking - Specialty FinanceNew York, United States of AmericaSummary: · As an Investment Banking Vice President in Specialty Finance you will develop strong relationships with clients as you work across the full spectrum of investment banking products ...
-
Vice President
2 weeks ago
Santander Holdings USA Inc New York, United States Full timeVice President - Investment Banking - Insurance, Financial Institutions Group (FIG)New York, United States of AmericaSummary: · As an Investment Banking Vice President in FIG Insurance you will develop strong relationships with clients as you work across the full spectrum of inve ...
-
Analyst/associate, Real Estate Credit
3 weeks ago
Apollo New York, United StatesPosition Overview · Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing stra ...
-
Vice President
3 weeks ago
Santander US New York, United StatesVice President - Investment Banking - Insurance, Financial Institutions Group (FIG) · New York, United States of America · Summary: · As an Investment Banking Vice President in FIG Insurance you will develop strong relationships with clients as you work across the full spectrum o ...
-
Blackstone Real Estate Income Trust
2 weeks ago
Blackstone Group New York, United StatesBlackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help c ...
-
Investment Banking Analyst, Not-for-profit
3 weeks ago
Jefferies & Company, Inc. New York, United States**Not-For-Profit Healthcare Investment Banking** · Jefferies' Not-For-Profit Healthcare Group provides a full suite of advisory and capital markets capabilities to market transforming not-for-profit health system and managed care clients. The Not-For-Profit Healthcare Group, of a ...
-
Vice President
1 day ago
Santander Holdings USA Inc New York, United States Full timeVice President - Investment Banking - Real Estate, Gaming, and Lodging (REGAL)New York, United States of AmericaThe Santander REGAL Group is responsible for the global investment banking coverage for companies and financial sponsors across a wide range of sub-sectors including: · ...
-
Private Markets Operations Analyst
3 weeks ago
Neuberger Berman New York, United StatesSummary: · Neuberger Berman is looking for a Private Markets Operations Analyst. This is a cross functional role that will support the Private Debt Investment team and other Alternative Investments. This person will play a key role in the daily support of portfolio management, fu ...
AVP, Private Debt Investments - New York, United States - Alpha Global Search LLC
Description
A global asset management firm is seeking an AVP, Private Debt Investments who plays an active and important role in pre-investment strategy research, manager investment and operational due diligence, and post-investment due diligence and reporting in Private Debt Fund Investment business. This work will cover various Private Debt fund strategies and managers.
Qualifications