Investment Professionals

OverviewPost-MBA Investment ProfessionalPublic Markets Investment ProfessionalPrivate Markets Investment ProfessionalsTraderRiskPre-MBA Investment ProfessionalChief of StaffSenior Investment Professional/PMInvestment Banking AnalystInvestment Banking AssociateInvestment Banking Vice President/DirectorInvestment Banking Managing Director/Group HeadAsset ManagementAcquisitionsDevelopmentRE Credit/DebtPortfolio ManagementCapital MarketsManager Selection JuniorManager Selection Mid-LevelStrategy HeadCIOQuant TraderFixed Income TraderEquity TraderPortfolio Operations Professional
Chief of Staff

Latest Investment Professionals roles

Boston-based Venture Analyst
Our client is a Boston-based venture capital fund with a focus on investing in great B2B technology companies. The firm invests in the Series A rounds of high-potential companies. Co-founded and led by two General Partners with a combined 45+ years of investing experience in B2B enterprise tech and venture capital.
Position:

Our client is looking to add an Analyst to the Investment team. The Analyst will work alongside the senior investment professionals to support all aspects of investment evaluation and the deal process including:

  • Identifying new investment opportunities sourced from traditional channels (e.g., conferences, demo days, events) and informal networks (e.g. VCs, Entrepreneurs, etc.)
  • Conducting investment due-diligence in the form of financial modeling, customer interviews, market analysis and competitive benchmarking
  • Working with portfolio companies as needed
  • Participation in and contribution to the firm’s investment decisions
  • Assisting with fund administration, reporting, and ad-hoc projects
The ideal candidate will demonstrate the ability to conduct primary research and deal sourcing, and show the aptitude to assess B2B technology market opportunities. The Analyst will have the opportunity to take on increasing responsibility as he/she demonstrates capability.
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Transaction Closing Associate
A NY-based publicly-traded mortgage REIT seeks a transaction closing associate.
FIRM
Our client is a publicly traded REIT focused on originating, investing in and managing commercial mortgage loans and other debt-like CRE investments.
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Healthcare Analyst
Our client is a life sciences and healthcare investment firm based in Boston and San Francisco with a sizable and committed capital base that is seeking a highly-motivated analyst to be part of a lean and entrepreneurial team. The firm makes significant investments in healthcare companies and works collaboratively with management teams in order to grow those businesses both organically and through business development activities. The firm has a strong track record of successful growth investing in a blend of private equity and venture capital strategies, complemented with deep operational expertise. For an Analyst who excels in this role, there will be opportunities for career progression within the firm.
HEALTHCARE ANALYST
RESPONSIBILITIES:
  • Market analysis, forecasting and modeling of investment opportunities
  • Business, technical and scientific diligence from both secondary and primary sources, including coordination of external domain experts
  • Information aggregation, synthesis and dissemination to team
  • Due diligence support
QUALIFICATIONS:
  • Demonstrated passion for life sciences and healthcare
  • 4-year bachelor's degree from a top university with outstanding academic performance. Science degree a plus but not required
  • Minimum of 2 years of experience at a consulting firm, investment bank, or operational company focused in life sciences and / or healthcare
  • Strong market research, Excel modeling and financial analysis skills
  • Ability to function at a high level as part of a small team and with intermittent direction
  • Ability to communicate effectively verbally and in writing and exude professionalism as a representative of our firm

COMP: Competitive salary and bonus for similar opportunities

LOCATION: Boston
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Capital Markets Associate
Global real estate private equity firm is seeking a Capital Markets Associate.
FIRM
Our client is a private investment firm with over $60 billion in assets under management and a primary focus on real estate.
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Acquisitions Analyst/Associate - NY
A privately held hospitality real estate investment firm seeks Acquisitions Analyst/Associate to join their team in NYC.
FIRM
Our client is a privately held real estate investment firm with a hospitality portfolio in excess of $1bn. Through affiliated platforms, the firm is vertically integrated from development through property management.
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Junior Financials/ Banks Analyst

Our client is a long/short equity hedge fund is seeking an analyst to cover financial services companies, with a focus on community and regional banks in the United States.

The fund employs extensive fundamental research and analysis, including use of proprietary DCF models, to identify investments that are mis-valued by the market.

ROLE
In this role the junior analyst who will work closely with analysts and portfolio managers to update and build out DCF models for current and prospective positions.
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Vice President
Our Client, a leading private investment firm with over $1B AUM that is focused on venture and growth investments in healthcare, is looking to hire a Vice President on its Medical Technology Solutions team.
About the Firm
Our Client is a leading private investment firm with over $1B AUM that is focused on venture and growth investments in healthcare.
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Development AM Analyst
Global real estate private equity firm is growing their Development Asset Management team in San Francisco.
FIRM
Our client is a private investment firm with over $60 billion in assets under management and a primary focus on real estate.
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Senior Loan Operations Specialist

Responsible for the leverage loan daily operations of a rapidly growing Middle Market Credit Asset Manager.

RESPONSIBILITIES

-Review Trustee monthly reports and payment waterfalls, which includes cash and position reconciliation

-Build and maintain warehouse/CLO model for hypothetical trade testing

-Manage cash needs across Funds and CLO’s through borrowing base compliance for leveraged facilities

-Provide periodic reports and support of loan records for various business units within the asset manager

-Reconcile outstanding loan and cash discrepancies on a daily basis and ensure accuracy of loan information in third party administrator reporting systems

-Utilize credit agreements and other source documentation to extract relevant data points for loan setup and maintenance in the loan agency system and ensure compliance with the provisions of all loan documentation

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Acquisitions, Sr Analyst - NY
The Senior Analyst will work in collaboration with the New York-based acquisitions investment team to analyze potential property investments and to execute the overall investment program.
FIRM
Our client is one of the largest real estate investment managers in the Americas. The firm's capabilities span the spectrum from core to opportunistic investments in both the equity and debt sectors.
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Recent placements

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Director
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Managing Director
Placed with an early-stage investor that focuses on Enterprise IT and Fintech
Director of Sales
Placed with a leading mobile data platform
Chief Operating Officer
Placed at a leading global private equity and venture capital firm
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Placed with an independent, boutique merchant bank
Senior Analyst
Placed with a leading Institutional Alternative Investment Asset Manager
Managing Director
Placed with an early-stage investor that focuses on Enterprise IT and Fintech
Director of Sales
Placed with a leading mobile data platform
Chief Operating Officer
Placed at a leading global private equity and venture capital firm
Executive Assistant
Placed with an independent, boutique merchant bank
Senior Associate
Placed with a privately owned, global investment firm
Director
Placed at a leading technology hardware firm
Portfolio Manager
Placed at a leading investment management firm
Senior Analyst
Placed with a leading Institutional Alternative Investment Asset Manager
Managing Director
Placed with an early-stage investor that focuses on Enterprise IT and Fintech