Investment Professionals

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

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

Our client is a leading global private equity firm with over $30bn of equity capital under management.

The ideal candidate will have two to five years of relevant experience. The analyst will be responsible for conducting fundamental due diligence on existing and potential investments and will also be expected to help with idea generation. The analyst will report into the TMT Sector Head.

- Allow the CEO to focus on impact by ensuring that vision, culture, and intent is properly developed and communicated across teams

- Manage team meetings, including planning, agenda, notes, and execution of action items. Distill discussions and thoughts into strategic plans

- Own and continuously improve company operating cadence (e.g. executive team meetings, quarterly business reviews, leadership offsite)

- Execute deliverables with a hands-on approach including drafting correspondence from the CEO and other tasks that facilitate the ability to effectively execute top priorities.

- Drive execution of action items agreed upon by the CEO and the executive team.

- Drive operational and planning processes to completion in partnership with the executive team and the broader organization.

- Create structure and focus for broad, ambiguous ideas that the executive team is exploring and bring forth recommendations for action in a timely manner

- Provide ad-hoc support on projects small to large; this could include research, financial modeling, internal initiatives, new expansion explorations, and more. Step in where help is most needed.

- Work closely with the CEO's EA to manage the prioritization of schedules and meetings.

- Travel occasionally with or on behalf of our CEO to high-priority events.

· Support the real assets team in all aspects of fund, secondary, co-investment and direct investment diligence: manager meetings, quantitative and qualitative evaluation, site visits and preparation of investment committee materials
· Gather and synthesize industry data
· Evaluate portfolio performance and articulate key findings and trends
· Prepare internal quarterly reports and provide asset class specific data/information to be provided in external quarterly letters
· Complete special projects as they arise

Requirements
· Minimum of two years of experience at a leading investment management, private equity, investment banking, or strategy consulting firm
· Involvement in making direct investments and/or selecting investment managers is desirable, but is not a prerequisite
· A strong understanding of capital markets and complex investment strategies
· Interest in portfolio theory and/or the endowment model of investing
· Strong financial modeling skills and ability to make thoughtful recommendations
· Excellent undergraduate academic credentials
· Strong interpersonal, oral and written communication skills
· Able to travel as needed

Equity Capital Markets The Equity Capital Markets (ECM) team advise, structure and execute a range of equity offerings for corporations.

The ECM team primarily provides advice on how best to structure deals and then works with the client to execute the transaction. This is an opportunity execute on deals and to develop a role in origination.

The successful candidate will play a vital and accountable role in all aspects of the transaction process and pursuit of strategic business ideas. S/he will join a dynamic team that is far reaching, forward moving and also have the opportunity to work with clients and senior management.

Responsibilities will include but not be limited to the following: Participate in the origination and execution of equity transactions, including initial public offerings, follow-on equity offerings and convertibles. Target potential equity issuers and new equity capital raising by corporate clients; perform buy-side investor, equity market conditions and offering size analyses, and prepare equity roadshow layouts. Coordinate efforts with deal team members across the investment bank, including the capital markets, corporate finance, and mergers and acquisitions departments.

Our client is a global real estate private equity firm.

Our client is a privately held, investment and asset management company headquartered in Los Angeles CA. The firm sponsors real asset investment vehicles and manages institutional capital.

POSITION DESCRIPTION: The firm is looking for a top caliber and experienced Analyst and Associate to be actively involved in deal execution and client deal teams (which also include a VP, Director and MD) in NYC.


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 and/or capital markets 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.
- Investment banking experience with a Healthcare coverage group preferred