Jobs
>
Boston

    Director, Investor Partnerships - Boston, United States - Deerpath Capital Management

    Default job background
    Description

    Job Description

    Job Description

    Company Description

    Deerpath Capital is a leading direct lending firm specializing in providing first lien, senior debt financing to middle market companies. Deerpath is focused on providing debt capital for acquisitions, refinancings, ownership transitions and growth capital to companies in the U.S. lower middle market. Deerpath has investment offices in New York, Boston, Chicago, Los Angeles and Fort Lauderdale, as well as overseas investor relations offices in London, Seoul, Tokyo and Brisbane. The firm employs approximately 100 employees globally and manages more than $7.0 billion in assets as of 12/31/23.

    Position Overview

    This role is responsible for distribution primarily on the east coast of the US. We are seeking to recruit an experienced professional with direct relationships, a proven track record of client management and capital raising in the private markets, and the ability to effectively communicate an investment strategy to prospective and existing investors with the goal of raising capital. The successful candidate will report to the Head of North America Investor Partnerships, and have the following core set of responsibilities:

    Primary Responsibilities

    Investor Prospecting:

    • Develop and help build new prospective investor targets for specified east coast region in U.S., including but not limited to: pensions, endowments, insurance companies, RIAs, family offices, endowments, foundations, fund of funds, asset managers and consultants
    • Leverage existing client relationships that would be a suitable fit for firm and strategy
    • Generate and help manage pipeline of prospective investors
    • Arrange introductory calls and/or meetings with prospective investors
    • Track and help manage prospective investor follow-up

    Marketing and Communication:

    • Develop an in-depth understanding of the firm, its history, professionals, culture, investment strategy and process, products, track record, portfolios and existing client base and successfully communicate to prospective investors
    • Develop a thorough understanding of the marketplace and competitive landscape and successfully communicate to prospective investors
    • Effectively advocate for the firm articulating its market position, competitive advantages, and value proposition to prospective investors
    • Lead initial presentations to prospective investors independently and/or with senior team members

    Relationship Management:

    • Manage ongoing list of outstanding investor inquires, due diligence requests, RFPs and other follow-up, and work with investor relations team to ensure timely responses
    • Track all prospective investor progress in Client Relationship Management (CRM) system
    • Coordinate with and help manage placement agent activity globally

    Performance and Personal Competencies

    Established and strong institutional investor relationships:

    • Solid reputation within the LP and Consultant communities
    • Strong track record of advising institutional investors and/or raising capital from high quality investors
    • Experience with developing and managing institutional relationships
    • Solid understanding of the private equity/credit fundraising process and investor service expectations

    Market and Product Knowledge:

    • Sufficient knowledge of the credit markets
    • Sufficient experience with credit-oriented strategies (individual will be expected to become quickly conversant in the Firm's investment strategy)

    Communication and Relationship Building Skills:

    • Capability of articulating and selling investment strategy and engaging in solutions-oriented discussions with prospective investors
    • Naturally able to connect and build strong relationships with others, strong emotional intelligence and ability to communicate clearly and persuasively
    • Proven interpersonal communication skills with well-developed presentation skills

    Entrepreneurial mindset, with an ability to be nimble and work without a playbook:

    • Creative approach to developing new, innovative ideas to drive investor pipeline
    • Self-motivated and proactive individual with an ability to work independently at times without a high degree of hand holding

    Strong academic credentials, work ethic and a genuine passion for excellence:

    • Strong investment and analytical acumen, decision making and problem-solving skills
    • Ability to work under pressure to meet tight deadlines
    • Ability to multitask, prioritize and manage multiple responsibilities and work in a fast-paced environment
    • Energy for considerable domestic travel
    • Detail-oriented, with superior organizational and time management skills
    • Ability to set clear and challenging goals while committing to improved performance
    • Strong work ethic, honesty and intellectual curiosity

    Team player with positive attitude and pro-active approach to work:

    • Willingness to work in a small, collaborative team environment
    • Ability to work independently, yet comfortable as part of a dynamic team
    • Ability to work well with a variety of people at all levels of the organization

    Desired Skills & Experience

    • Undergraduate degree from a well-respected institution
    • Minimum of 10+ years of financial services or consultant experience in an outward facing role
    • Minimum of 5+ years successfully initiating and developing institutional investors relationships and preferably raising capital for private funds, preferably in private credit and/or private equity

    NO RECRUITERS or AGENCIES for this posting. Any unsolicited resumes sent to Deerpath will be considered Deerpath property. Deerpath will NOT pay a fee for any placements resulting from the receipt of any unsolicited resumes.

    Deerpath Capital Management, LP is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other protected characteristics

    Powered by JazzHR

    9eTxYbrMmz



  • Deerpath Capital Management Boston, United States

    Job Description · Job DescriptionCompany Description · Deerpath Capital is a leading direct lending firm specializing in providing first lien, senior debt financing to middle market companies. Deerpath is focused on providing debt capital for acquisitions, refinancings, ownership ...


  • CREA, LLC Boston, United States

    : · CREA, LLC is a full-service low-income housing tax credit (LIHTC) syndicator forming long-term relationships with investors and developers that cultivate success and improve lives. With over 20 years in affordable housing, CREA has raised $11 billion - resulting in the format ...


  • Neuberger Berman Boston, United States

    Summary: · **Responsibilities**: · - Day to day oversight of 3rd party service providers (Fund Administration, Transfer Agency, Valuation providers, Tax providers, Audit, etc.) including the review and approval of quarterly and monthly financial statements, capital account statem ...


  • COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC. Boston, United States

    **Passion. Purpose. Impact. **CJP is at the heart of Greater Boston's Jewish community, but our reach is felt around the world. Ranked by BBJ as Massachusetts' largest non-profit organization - CJP is a philanthropic investor and mobilizer of people, resources, and skills that ma ...


  • The Bulfinch Companies, Inc. Boston, United States

    **Who we are**: · Bulfinch is a third-generation commercial real estate firm specializing in the acquisition, development, management, and repositioning of commercial properties in Greater Boston. Since 1936, Bulfinch has taken a unique approach to creating value in commercial re ...


  • Bain Capital Boston, United States

    BAIN CAPITAL OVERVIEW · Established in 1984, Bain Capital is one of the world's leading private investment firms with approximately $180 billion in assets under management. Bain Capital manages a range of strategies including private equity, public equity, credit, venture capital ...


  • TravelPerk Boston, United States

    **About Us** · We are TravelPerk: a scaling unicorn valued at **$1.4 **billion that has raised over $400m since our creation in 2015. Backed by world-class investors with portfolios including AirBnB, Stripe, Slack, Trello, Gusto, Twitter, Farfetch and Deliveroo, our team comprise ...


  • Veeva Systems Boston, United States

    Veeva Systems is a mission-driven organization and pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. As one of the fastest-growing SaaS companies in history, we surpassed $2B in revenue in our last fiscal year with extensive growth pot ...


  • State Street Boston, United States

    Who we are looking for · We are looking for a Business/Operational Auditor, Assistant Vice President, who will be an independent advisor, advising management on risks related to strategic initiatives, organization, process and systemic changes. You will be a problem-solving partn ...


  • Franklin Templeton Investments Boston, United States

    At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make p ...


  • June Homes Boston, United States

    _**Property Maintenance Associate - BOSTON**_ · - **$30/hour (1099 contract)**_ · **About the company**: · June is a post-Series-B apartment rental marketplace that's using technology to challenge antiquated practices and improve the rental experience for everyday consumers and m ...


  • State Street Boston, United States

    Who we are looking for · We are looking for a Corporate Audit Professional Services (CAPS), Vice President to focus on Governance, Risk and Compliance for the Corporate Audit Department. In this role, you will report directly to the Corporate Audit COO. You will also play a criti ...


  • Tyton Partners Boston, United States

    **Are you passionate about the education sector? Committed to having an impact on one of the largest and most diverse sectors of the global economy? Interested in working with companies and non-profits, institutions and investors across the K-12, postsecondary and corporate learn ...


  • Citi Boston, United States

    **Responsibilities**: · - Sales Support Specialist provides sales support coverage across all PFSS products globally, specifically around the creation and maintenance of RFP, RFI and DDQ responses and pitchbooks · - This particular role directs the creation and timely delivery of ...


  • Franklin Templeton Investments Boston, United States

    At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make p ...


  • Fidelity Investments Boston, United States

    **The Team** · Pembroke is an international real estate advisor that acquires, develops and manages properties and places - specializing in mixed-use and office environments in the world's leading cities. We believe that properties that stand the test of time deserve a lot of tim ...


  • Edelman Financial Engines Boston, United States

    **Director, Incentive Compensation (Hybrid: Boston, MA)** · At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward · We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work ...


  • Eos Transition Partners Boston, United States

    **Social Innovation Forum Seeks Director of Advancement** · **About Social Innovation Forum (SIF)** · The Social Innovation Forum (SIF)'s mission is to create positive social change in Eastern Massachusetts by engaging leaders, strengthening organizations, and building networks. ...

  • Wellington Management

    Investment Analyst

    1 week ago


    Wellington Management Boston, United States

    About Us · Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, dr ...


  • State Street Boston, United States

    Global Credit Finance (GCF) Head of Client Administration, Managing Director · Across the globe, institutional investors rely on State Street to help them manage risk, respond to challenges through solutions, and drive performance and profitability. We keep our clients at the hea ...