Investment Professionals

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Investment Banking Managing Director/Group Head

Latest Investment Professionals roles

Associate, Acquisitions & Asset Management

A NYC-based owner and developer of residential and mixed-use real estate seeks Associate of Acquisitions & Asset Management.

FIRM

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

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Vice President, Originations - East Coast

Commercial real estate bridge lender seeks Vice President, Originations for the East Coast.

FIRM

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.

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CRE Acquisitions Associate

Leading global investment management firm seeks Acquisitions Associate to join the firm's U.S. real estate team.

FIRM

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.

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CRE Asset Management Associate

Leading global investment management firm seeks Asset Management Associate to join the firm's U.S. real estate team.

FIRM

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.

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Associate

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.

The Position:

Title:

Associate

The Position:

  • 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.
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Analyst and Associate, Equity Capital Markets

A leading middle market investment bank seeks an Analyst and Associate for their investment banking ECM team.

Qualifications
  • 2nd year analyst to 2nd year associate level
  • Healthcare or Technology Investment Banking background
  • Equities experience is essential
  • Must not have only M&A experience
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Pre-MBA Private Equity Associate

FIRM

Founded in 2000, our client is a middle market private equity firm focused on buyout investments in the tech-enabled business services, education services, media services and communications sectors. The firm is investing out of its third fund and has managed over $900 million in private equity commitments since inception. The firm is operationally focused and partners with executives to develop compelling investment strategies. Our client targets $10 - $60 million investments and has successfully executed 29 platform acquisitions and over 100 add-ons since inception.

POSITION

The firm is seeking to add a pre-MBA Associate with a minimum of 1-3 years of investment banking, private equity, and/or management consulting experience. The Associate’s primary responsibilities will include:

  • Evaluating and executing new investment opportunities, including due diligence, market analysis, financial modeling, and debt financing
  • Supporting strategic initiatives of existing portfolio companies, including M&A, financing, budgeting, and business development
  • Interacting with the firm’s executive network, portfolio company management teams, bankers, lenders, and third-party advisors
  • Industry research & market analysis, including generating investment theses on potential new sectors for investment
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VP, Business Development (East Coast)

RE Financing Company is seeking a Vice President, Business Development to cover the East Coast. The position will be based in NY or CT.

FIRM

Our client is a fast-growing company pioneering innovative, cost-effective financing solutions for commercial energy efficiency/renewable energy projects through the use of Property Assessed Clean Energy (PACE) financing. Their team is comprised of collaborative, solutions-oriented, industry leaders in renewable energy, energy efficiency, commercial real estate and structured finance, helping to helping to institutionalize a new asset class.

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Asset Management Associate

A leading global REIT seeks Asset Management Associate to join New York team.

FIRM

Our client is a leading global REIT with an enterprise value of over $15b.

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VC Associate, Enterprise Focused, Bay Area

FIRM
Our client is a leading global venture capital firm founded in 2005 to offer entrepreneurs something new: a support system of funding, feet on the ground in the world’s largest markets, deep thematic expertise and access to vast networks of advisors and corporate partners. Our client manages over $1Bn across 4 funds and is a loyal investor in early growth stage companies with the discipline to create both financial and strategic value


OPPORTUNITY
Our client is seeking an Associate to join the firm's Palo Alto office, to focus on early growth stage investing.

Our client operates a structured 2-3 year program that will allow candidates to work with some of the world’s best entrepreneurs across 3 continents, be part of a diverse and energetic investment team and be immersed in the world of startups, entrepreneurship and venture capital.

The Associate is an investment professional with two to four years of total prior work experience. The individual must have a passion for technology, products and startups, either demonstrated through choice of jobs or by a deep involvement with the startup ecosystem.

RESPONSIBILITIES

Source new investment ideas:

  • Actively network and immerse self in the Bay Area tech community, especially in enterprise
  • Assist with marketing through writing articles and organizing events
  • Research and evaluate high potential ideas and technologies
  • Propose and defend prospective breakout opportunities
  • Analyze market size and segments
  • Assess competitive landscapes
  • Identify and engage domain experts for answers to specific questions

Execute due diligence on deals:

  • Exhibit superior financial modeling skills
  • Perform market research
  • Deliver business plan evaluation
  • Actively manage investment diligence
  • Perform company performance analysis
  • Work closely on the portfolio
  • Help prepare portfolio allocation summaries, LP communications and valuation analysis

Assist existing portfolio companies:

  • Build relationships with CEOs and executives at portfolio companies and understand their priorities
  • Leverage personal skills and network to assist the company
  • Broker business development relationships
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Recent placements

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Senior Associate
Placed with a privately owned, global investment firm
Director
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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
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
Senior Analyst
Placed with a leading Institutional Alternative Investment Asset Manager