Investment Professionals

A privately held hospitality real estate investment firm seeks Acquisitions Analyst to join their team in NYC.

A fully integrated real estate investment firm with a focus on select urban markets in North America and Europe is seeking an Asset Management Associate to join their NYC-based team.

FUND DESCRIPTION

Our client is a leading credit-oriented investment fund focused on direct lending out of a newly raised ~$400mm fund. They invest unitranche, second lien, mezzanine, preferred equity and equity co-investments in lower middle market businesses in a variety of industries across the economy for Private Equity Sponsored, Independent Sponsored, and Non-Sponsored businesses. Investments range between $10 million and $50 million each.

A leading glocap private equity firm seeks Debt Associate to join their real estate team in New York.

New growth equity fund is looking for the top Associates to join the team for their expansion into Latin America. As part of this new venture, you’ll play an active role in diligence, structuring, and financing transactions in the technology sector, as well as assist in monitoring portfolio companies. You’ll work in an entrepreneurial and fast-paced environment with frequent opportunities to interact with the firm’s senior leadership. You’ll play an active role in providing insights and analysis on innovative technology trends and global markets.

POSITION: Analyst, PE Secondaries

LOCATION: New York City

Our client is a $40B+ private equity investor who is seeking to add a new Analyst to their team. The Analyst will support the US Investment Team by working primarily with the secondaries team, as well as any other investment related initiatives that are undertaken over time.

RESPONSIBILITIES:
- Fund and deal screening & research
- Fund and company modelling including performance metrics and timing of cash flows from the time of investment
- Due diligence support (competency on all areas of the due diligence and investment process)
- Investment judgement (help assess merits / risks of an investment in an insightful way)
- Help coordinate and execute closing legal documentation
- Support with investment recommendation preparation
- Assist in monitoring investments
- Assist in producing material for investor presentations, as well as work with client service and marketing teams by providing market and portfolio information as requested
- Complete non deal related tasks such as Corporate Action Memos
- Complete various ad hoc research projects
- Support on origination initiatives
- Review and negotiate NDAs

Global real estate private equity firm seeks a Project Manager to join their LA-based investment team.

REIT seeks a Portfolio Management Analyst/Associate to join team in CT.

POSITION: Research Associate (Manager/FOF Research Team)

Our Client is an outsourced chief investment office who is seeking a new associate to join their research team. The research team is the engine for generating attractive investment opportunities for implementation in client portfolios. As a rapidly growing firm, we are seeking an individual who can contribute to all stages of the research process, including sourcing investment ideas, asset manager due diligence and risk monitoring.

The primary responsibilities of this individual would be:
1. Investment Thesis Development – Work with senior members of the team to identify and research key investment opportunities that will be accretive to client portfolios. Incorporate market knowledge and the context of current portfolio risk allocations to find strategies that provide compelling risk/return profiles.

2. Manager Diligence – Drive rigorous and comprehensive due diligence of asset managers and other investment opportunities. Develop the diligence workplan and execute on it. Diligence activities include meetings with managers; quantitative analysis of portfolios and performance; qualitative assessments of team, investment process and research quality; and external referencing and triangulation. The diligence process concludes with a detailed written investment presentation for discussion among the team and with the Investment Committee.

3. Investment Monitoring and Portfolio Management – Ongoing diligence and monitoring of investment managers and opportunities, including formal quarterly review of invested managers. Continuous evaluation of the investment opportunity set and risk contribution to the broader portfolio.

4. Client Team Engagement – Support client portfolio management teams. This includes communicating the latest insights and opportunities, providing analytical support for portfolios and helping with manager-specific questions.

Our client provides expansion and growth capital to commercial-stage specialty pharmaceutical, medical technology, and healthcare services companies, the latter including businesses focused on cost containment and digital health. They believe that these investment areas are attractive largely due to numerous niche market sub-segments and business models where high-quality management teams can rapidly grow small platform companies, in a capital efficient way, into large and important businesses. The firm targets $15-$30 million investments in commercial healthcare entities that have the potential to scale to approximately $100-$150 million of revenue, a highly attractive level for acquisition or to access the public markets.