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Latest Investment Professionals roles

Associate/ VP, Portfolio Operations
Our client provides capital for early-stage data-driven digital health companies that are poised to disrupt the status quo by expanding access to healthcare services, improving how care is delivered and paid for, and making the healthcare system more reliable and easier to navigate.

The fund was launched in 2017 and now has $600M under management. Our client rapidly accelerates and grows the impact of its portfolio companies by providing unparalleled access to incomparable data resources, channel relationships, and understanding of how health care is paid for and delivered at scale. Led by an impressive CEO and a group of passionate entrepreneurs and investors, our client is dedicated to supporting transformational ideas and teams that are making healthcare better for everyone.
Position
Title: Associate or Vice President, Portfolio Operations Team

Ideal Candidate:
• Motivated and enthusiastic self-starter who works on own initiative with light supervision.
• Confident and positive teammate bringing high-energy and drive for success while collaborating with team members and senior management.
• Flexible, agile and willing to get involved in many different aspects of the business as required.
• Passion and knowledge in business, entrepreneurship and healthcare.

The Responsibilities:
• Relationship Owner
o Initiate new relationships with Business Units
o Lead initial & recurring meetings
o Introduce new & existing portfolio companies
o Share portco updates
• Portfolio Company Advocate
o Connect portco’s with optimal parent company commercial opportunities
o Actively monitor & analyze fund/parent company commercialization
o Strategy sessions to evaluate & prioritize opportunities
o Provide guidance on commercialization paths/ processes
o Market landscaping
o Pipeline insight
• Strategy/ Market Insights
o Prepare parent company executive materials/ fund portfolio company updates
o Host C-Suite roadshows
o Host internal fund Teach-Ins
o Aid diligence/ pipeline development through parent company & external connectivity
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Associate

THE FUND

Our client is a global private equity fund with north of $9 billion in assets under management and is focused on control buyouts of businesses across a range of sectors with $10-$35m in EBITDA. They are currently deploying equity from their seventh vintage.

ROLE

Our client is looking to bring on an Associate in one of their US offices for summer 2021.

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Sr. Associate

THE FUND

Our client is a global private equity fund with north of $9 billion in assets under management and is focused on control buyouts of businesses across a range of sectors with $10-$35m in EBITDA. They are currently deploying equity from their seventh vintage.

ROLE

The fund is looking for a Sr. Associate in their San Francisco office to predominately focus on Healthcare Services and Healthcare IT.

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Asset Management Analyst - DC
Leading public REIT seeks Real Estate Asset Management Analyst to join their team in Washington, DC.
FIRM
Our client is a leading publicly-traded real estate investment trust that creates value through owning, operating and developing Class A office buildings in key gateway markets in the U.S.
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Associate, Information Services and Software Investment Banking

Our client is the leading investment bank providing M&A and private capital financing advisory services exclusively to private and public companies in the Information & Business Services/Software industry. The focus includes data analytics, software, FinTech and Sports Analytics among others. On the principal investing side, the firm advises companies interested in accessing capital across the private equity spectrum, from venture capital to later stage private equity buyouts. On the advisory side, the firm provides M&A advisory services to private, emerging growth players, and multi-billion dollar public market leaders. The firm works closely with its clients to understand their needs, define objectives, evaluate strategic alternatives, and execute transactions (M&A and growth capital) from inception to completion. Our client is well known and regarded for its Information & Business Services/Software sector expertise among the top industry participants -- from large acquirers and major PE/VC firms to the leading emerging growth companies.

Investment Banking Associate Description

POSITION DESCRIPTION: The firm is looking for a top caliber and experienced Associate to be actively involved in deal execution and client deal teams. Strong skills and experience in the following areas are important: -The analysis of businesses and their financials -Communications (in written materials and verbally) -At least some M&A transaction experience -Comfort in working directly with senior client executives and PE/VC firms - Investment banking experience and previous notable academic performance are required. - Qualified candidates must be capable of producing high quality work products independently and as part of a collegial team. - Candidates must also possess excellent written and verbal communication skills, strong analytical and problem solving abilities and a comprehensive understanding of accounting and finance. - Investment banking experience with an industry coverage, financial sponsors or M&A group is preferred. - Ideally, a candidate's experience should be with growth oriented industries and companies.

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VP Investment Banking, Information Services & Software

Our client is the leading investment bank providing M&A and private capital financing advisory services exclusively to private and public companies in the Information & Business Services/Software industry. The focus includes data analytics, software, FinTech and Sports Analytics among others. On the principal investing side, the firm advises companies interested in accessing capital across the private equity spectrum, from venture capital to later stage private equity buyouts. On the advisory side, the firm provides M&A advisory services to private, emerging growth players, and multi-billion dollar public market leaders. The firm works closely with its clients to understand their needs, define objectives, evaluate strategic alternatives, and execute transactions (M&A and growth capital) from inception to completion. Our client is well known and regarded for its Information & Business Services/Software sector expertise among the top industry participants -- from large acquirers and major PE/VC firms to the leading emerging growth companies.

Not Listed

POSITION DESCRIPTION: The firm is looking for a top caliber and experienced Vice President to be actively involved in deal execution and client deal teams. Strong skills and experience in the following areas are important: -The analysis of businesses and their financials -Communications (in written materials and verbally) -At least some M&A transaction experience -Comfort in working directly with senior client executives and PE/VC firms - Investment banking experience and previous notable academic performance are required. - Qualified candidates must be capable of producing high quality work products independently and as part of a collegial team. - Candidates must also possess excellent written and verbal communication skills, strong analytical and problem solving abilities and a comprehensive understanding of accounting and finance. - Investment banking experience with an industry coverage, financial sponsors or M&A group is preferred. - Ideally, a candidate's experience should be with growth oriented industries and companies.

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Analyst, Restructuring
OUR CLIENT: Our client is an independent advisory firm which provides corporate finance and restructuring advice and execution to corporations, private equity firms, financial institutions and debt investors. As a small, independent, entrepreneurial firm, our client delivers premium client service from capital raising and capital markets advice, restructuring advice, crisis management assistance, and value proposition to strategic, financial and operational assessment and advice. They reach a broad array of industries, from consumer to automotive, healthcare to media. The firm is headquartered in Stamford, CT.
Restructuring Analyst
REQUIREMENTS: Analyst candidates must have strong analytical and technical skills, and so prior investment banking experience is a must (lending, high yield, syndicated finance, leveraged finance, debt finance type experience preferred.) The candidate must have excellent modeling skills, the ability to perform basic projections of financial statements, and an understanding of comparable analyses and valuation techniques. Additionally, the candidate should possess strong writing and communication skills. The candidate will have contact with private equity portfolio companies, partners/principals and senior management (CEOs, CFOs), so must possess maturity and have the ability to liaise with senior level executives. This professional will work directly with highly experienced senior team members across a wide range of industries, working with clients to solve business problems. The successful Analyst candidate will have: * 1-2 years prior investment banking experience * Superior modeling skills * Strong communication skills and the ability to liaise at all levels * Strong presentation, client-service and writing skills * Be ambitious, motivated and have the desire to succeed * Be a team player with a strong work ethic * Be able to thrive in a growing, diverse, entrepreneurial business environment
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VP of Debt Acquisition

Leading boutique commercial real estate credit firm seeks VP of Debt Acquisition to join their team in Phoenix or New York.

FIRM

Our client is a leading boutique commercial real estate credit firm which provides bridge loans and acquires credit products across the spectrum of real estate debt.

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Vice President, Portfolio Management - LA
National vertically-integrated real estate investment management company seeks a Vice President, Portfolio Management in Los Angeles.
FIRM
Our client is a national vertically-integrated real estate investment management company with over $3b of AUM. The firm invests in equity and senior debt positions across all major property types. The firm offers a creative and entrepreneurial environment.
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Associate, Investments - LA or Boston
National vertically-integrated real estate investment management company seeks Associates to join their investment teams in Los Angeles and Boston.
FIRM
Our client is a national vertically-integrated real estate investment management company with over $3b of AUM. The firm invests in equity and senior debt positions across all major property types. The firm offers a creative and entrepreneurial environment.
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Firm Coverage

Hedge Fund

 

Recent placements

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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
Director of Sales
Placed with a leading mobile data platform
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
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