Investment Professionals

POSITION DESCRIPTION: The firm is looking for a top caliber and experienced Analyst to be actively involved in deal execution and client deal teams in Baltimore, MD.


Strong skills and experience in the following areas are important:
-The analysis of businesses and their financials
-Communications (in written materials and verbally)
-M&A transaction experience
-Comfort in working directly with senior client executives and PE/VC firms - Investment banking experience
- 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.

Role:

Our client is looking for an Associate to work closely with one of the firm’s Principals on all capital markets and business development activities

Position Highlights:

• Assist the Principal in managing the firm’s relationships with relevant investment banks and debt providers
• Work with the Principal, other professionals across the firm, and senior executives at portfolio companies on execution of debt financings, management of inbound deal flow, engagements with investment banks, and general business development initiatives
• Provide leverage to the Principal and investment teams on financings for new investments, acquisitions, dividend recapitalizations, and general refinancings
  • Lead production of presentations, models, datarooms, diligence responses, etc. and assist with initial lender outreach
    • Provide consistency of process and materials across companies and deal teams
  • Analyze terms on individual deals and across the portfolio more broadly
  • Track portfolio company performance to identify upcoming financing opportunities and potential issues with existing financings
  • Monitor, track, and analyze internal and external lender activity
• Support business development initiatives
  • Help monitor, track, and analyze internal and external investment bank activity
  • Prepare weekly pipeline of firmwide deal flow
  • Follow up on various ideas and leads
• Work with the Principal on a variety of special projects to improve the capabilities and efficiency of the Capital Markets function

The role will involve the following:

Preparing and delivering presentation materials

Performing extensive valuation, due-diligence, and pricing analyses

Attending client meetings

Supervising other Analyst and Associate level banking professionals

Playing key leadership roles in all aspects of the transaction process - primarily in execution and business development

Working on lean deal teams to maintain client relations and build product expertise

Requirements:

Ideally will be working at another leading investment bank

Public and Private deal experience preferred

Bachelors degree in Finance, Math, or Economics from a target school preferred

TMT Investment Banking Experience is ideal

Advanced proficiency in Excel, Microsoft Office, Word, & PowerPoint

Team player and a self-starter

Strong communication skills and able to work with tight deadlines

Benefits:

Exposure to lean deal teams

Live deal experience

Upward progression and hands-on learning from senior management

Our client is a private investment firm with a focus on real estate, specialty finance and real asset investing.

Our client is a privately-held, vertically-integrated, real estate owner, operator and developer that invests in office, residential, retail, and hospitality properties on a national basis.

Our client is a real estate private equity firm with an exclusive focus on the U.S. healthcare real estate market.

Our client is a vertically integrated owner, operator, and developer of residential and mixed-use real estate in the New York metropolitan area.

Our client is an investment manager that manages two open-ended, alternative asset funds dedicated to making special situation, commercial real estate, bridge loans nationwide.

Our client a global investment management firm. The firm's U.S. real estate team invests in private and public real estate opportunities including direct real estate, real estate debt products and other real estate related investments.

Our client a global investment management firm. The firm's U.S. real estate team invests in private and public real estate opportunities including direct real estate, real estate debt products and other real estate related investments.