Associate, Capital Formation - Private Equity Co-Investment Syndication

Fusion Staffing Partners; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation

Performance bonus

Health benefits

Job summary

Fusion Staffing Partners is representing a premier client in search of an Associate to lead and coordinate the co-investment syndication process with investors and prospective investors. You will prepare institutional investor content and marketing materials and manage investor inquiries.

The role requires 3+ years in investor relations or private equity, with proven experience in co-investment syndication and creating compelling investor materials.

Qualifications

• Bachelor's degree or higher required.
• 3+ years in investor relations, institutional business development, capital formation, co-investment syndication, or private equity deal underwriting.
• Co-investment syndication experience is required.
• Proven ability to create concise institutional investor materials and presentations.
• Knowledge of private equity deal ecosystem and diligence processes.
• Advanced written and oral communication skills.

Responsibilities

• Coordinate co-investment syndication with active and prospective investors.
• Prepare institutional investor content and marketing materials highlighting private equity strategies and performance.
• Create marketing materials and transaction analyses to educate prospective co-investors on investment quality and due diligence.
• Serve as the primary contact for co-investor relationships from screening to deal close.
• Manage diligence with co-investors and maintain the co-investor tracker.
• Handle investor inquiries including RFPs, DDQs, RFIs, and NDAs.
• Keep strategy data room up to date with marketing materials and data analyses.

Skills

Co-investment syndication

Investor relations

Strong communication

Financial modeling

Education

Bachelor's Degree

Tools

Excel

PowerPoint

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:

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

Requirements:

• Bachelor's Degree
• 3+ years of relevant investor relations, institutional business development, capital formation, co-investment syndication or private equity deal underwriting experience
• Co-investment syndication experience is required
• Proven experience creating compelling and concise institutional investor marketing materials, presentations and transaction analysis
• 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
• Advanced communication, presentation and business writing skills
• Fundamental understanding of LBO modeling concepts
• Highly motivated with an entrepreneurial mindset and strong problem solving skills
• Ability to thrive in a fast-paced deadline driven environment