Associate, Capital Formation - Private Equity Co-Investment Syndication

Job Description

Our elite global Alternative Investment Fund client is seeking to recruit an Associate to lead, support and coordinate the co-investment syndication process with investors and prospective investors, prepare institutional investor content and marketing materials and manage investor inquiries.

Responsibilities:

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• Collaborate with investment deal teams and business development teams to support and coordinate the co-investment syndication process with investors and prospective investors
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• Prepare institutional investor content and marketing materials highlighting private equity investment strategies, fund performance and competitive advantages
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• Prepare marketing materials and transaction analysis to familiarize prospective co-investors on investment quality and due diligence
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• Serve as the point of contact for co-investor relationships from initial deal screening through deal close
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• Manage the diligence process with co-investors, provide ongoing portfolio updates and maintain the co-investor tracker across current investor base
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• Manage investor and prospective investor inquires including, but not limited to RFPs, DDQs, RFIs and NDAs
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• Consistently update marketing materials and data analysis into the strategy's data room
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• Ensure consistent excellence with institutional investor marketing materials
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• Assist with best practices, process improvements and automation initiatives
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• Support special projects for investment and business development teams
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Requirements:

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• Bachelor's Degree
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• 3+ years of relevant investor relations, institutional business development, capital formation, co-investment syndication or private equity deal underwriting experience
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• Co-investment syndication experience is required
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• Proven experience creating compelling and concise institutional investor marketing materials, presentations and transaction analysis
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• Demonstrated knowledge of the private equity deal ecosystem and transaction concepts including but not limited to third-party diligence, financial return drivers and financing workstreams
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• Advanced communication, presentation and business writing skills
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• Fundamental understanding of LBO modeling concepts
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• Highly motivated with an entrepreneurial mindset and strong problem solving skills
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• Ability to thrive in a fast-paced deadline driven environment
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