Associate Director, Asset Management

Orix Corporation USA; San Francisco (CA); Hybrid; USD 160,000 - 200,000; Full time

Benefits offered by this job

Cash bonuses

Long-term incentives

Health insurance

Accident and life insurance

Retirement benefits

Job summary

ORIX USA—part of ORIX Growth Capital—seeks an Associate Director for underwriting and portfolio management in New York. You will evaluate investments, conduct industry research, build financial models, and coordinate deal closing with senior management and investors.

You will lead due diligence, prepare investment memoranda, and collaborate with portfolio companies, legal teams, and executives to drive growth of the ORIX Growth Capital brand.

Qualifications

• Bachelor’s degree in finance, economics, or related field required; Master’s degree preferred.
• Strong analytical and financial modeling skills with attention to detail.
• Experience in investment banking, private equity, or growth technology is highly desirable.
• Excellent communication and presentation abilities for memoranda and investment materials.

Responsibilities

• Perform industry and economic research to analyze trends and risks on investment opportunities.
• Create financial models using company and industry factors and macro trends for investment decisions.
• Lead due diligence efforts and coordinate data gathering for investment committee approval.
• Prepare term sheets, credit applications, and documentation for deal closing; coordinate legal review.
• Build relationships with new and existing clients and investors; monitor portfolio performance.

Skills

Financial modeling

Analytical thinking

Due diligence

Industry research

Communication skills

Travel willingness

Team collaboration

Education

Bachelor’s degree in finance or economics

Master’s degree preferred

Job description

Purpose and Job Summary: The Associate Director will be a key member of the ORIX Growth Capital team in New York, focusing on underwriting and portfolio management. Key elements of the role include company and investment evaluation, industry and economic research, analysis of micro- and macroeconomic trends impacting company performance, term sheet review, company-specific and industry-wide due diligence, financial modeling, legal documentation and close, focusing on underwriting and portfolio management. The successful candidate will work closely with Senior Management of ORIX Growth Capital, equity investors and management teams to successfully grow the ORIX Growth Capital brand. ORIX Growth Capital is proud of its talented team, strong industry relationships and commitment to long term success. Candidates must have a strong interest in technology companies and a desire to work closely with venture capital and private equity communities.

Essential Duties and Responsibilities

Perform industry and relevant economic research in order to analyze relevant trends and key risks on investment opportunities Communicate key industry and economic trends impacting current and future company performance both verbally and via written investment memorandums and research reports Evaluate potential investment opportunities and create financial models using company-specific/industry-wide factors and overall short- and long-term economic trends, and discuss relevant impacts to the investment Serve a primary lead in due diligence efforts, including company-specific, industry-wide and macroeconomic risks and opportunities, as well as collecting and analyzing relevant data and trends Prepare term sheets, credit applications, and other documentation required for approval of deal by investment committee and executive management Coordinate legal review and documentation for deal closing Build and nurture ongoing relationships with new and existing clients and investors Work with ORIX Growth Capital portfolio companies, including monitoring of performance, attending board meetings, and following up on investment Some domestic travel required, dependent on investment activities Other duties and projects, as assigned

Contacts

This position has frequent contact with all levels of employees and management. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors.

Education, Skills and Experience

Bachelor’s degree from accredited four-year university in finance, economics, or related field required; Master’s degree preferred 5+ years of experience at a top-tier investment bank, private equity or debt fund, venture capital firm or growth technology company Deep understanding of software & technology industries, and venture & growth ecosystems Highly developed analytical skills with ability to define issues, collect and analyze pertinent data, identify alternative solutions, project consequences of proposed actions, draw valid conclusions, propose sound recommendations, and implement approved solutions in support of specified goals. Attention to detail is critical Excellent proficiency in accounting and financial modeling Exceptional organizational, communication, and presentation skills, including the ability to prepare comprehensive and insightful investment memoranda Solid interpersonal skills with success as an approachable collaborator at all levels of an organization Demonstrated ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; Ability to manage multiple changing assignments simultaneously without constant supervision A strong team orientation and the ability to thrive in a fun, performance-driven environment Ability to travel, as needed, for investment activities, sometimes with short notice

Annual base salary gross

Annual base salary gross: $160,000 - $200,000 (CA only). The base salary range represents the estimated low and high end of ORIX’s salary for this position based on geography. Actual base salaries will vary and will be based on various factors, such as candidate’s qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX’s total compensation package for employees.

Other rewards and benefits include

Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information.

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

Equal Opportunity Employer

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

About ORIX USA

ORIX is a high-energy, rapidly growing company that rewards creativity, talent and a strong desire to succeed. The diverse financial services markets we serve -- and caliber of work we deliver -- enables us to offer a variety of exciting career paths and mobility to meet your personal and professional goals. Learn more about ORIX USA at www.orix.com.

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.