Capital Formation Associate - Private Equity Co-Investments

Fusion Staffing Partners; New York (NY); In loco; USD 75.000 - 110.000; Tempo pieno

Descrizione del lavoro

Fusion Staffing Partners seeks an Associate/Senior Associate to lead and coordinate the co-investment syndication with investors and prospects. You will prepare institutional investor content and marketing materials and manage investor inquiries.

Responsibilities include coordinating with deal teams, maintaining the co-investor tracker, and supporting business development initiatives in a fast-paced environment.

Competenze

• Bachelor's Degree required.
• 3+ years in investor relations, business development, capital formation, co-investment syndication or PE deal underwriting.
• Experience creating concise institutional investor marketing materials, presentations and analyses.
• Knowledge of private equity deal ecosystem and related diligence, return drivers and workstreams.
• Strong written and oral communication skills.
• Understanding of LBO modeling concepts.
• Entrepreneurial mindset and ability to work in a fast-paced environment.

Mansioni

• Lead and coordinate the co-investment syndication process with investors and prospects.
• Prepare institutional investor content and marketing materials highlighting PE strategies and fund performance.
• Create marketing materials and transaction analyses for prospective co-investors.
• Serve as main contact for co-investor relationships from screening to deal close.
• Manage diligence with co-investors and maintain the investor tracker across the base.

Conoscenze

Co-investment

Investor relations

Capital formation

Due diligence

Finance modeling

Communication skills

Formazione

Bachelor's Degree

Descrizione del lavoro

Our elite global Alternative Investment Fund client is seeking to recruit an Associate/Senior 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
• 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