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Senior Investment Analyst - Private Credit Underwriting | Boundary Street Capital | Alexandria, VA | Credit

Boundary Street Capital (“Boundary Street”, or the “Fund”) is a private lender providing customized credit solutions to businesses in the Communications and Information Technology sectors. The Fund partners with top management teams and leading providers of critical infrastructure and software to provide the capital necessary to grow and scale their operations. Our team applies a deep understanding of sector trends and technologies, garnered from more than $1.0 billion of sector investments made over the last decade. Discover more at https://www.boundarystreetcapital.com/.

The Senior Investment Analyst (“Analyst”) will be primarily responsible for assisting with loan underwriting and credit due diligence on new investment opportunities and monitoring existing portfolio businesses. Secondarily, the Analyst will assist the Partnership in new business sourcing, managing data analytics and reporting. The Analyst should be naturally proactive and have strong capabilities to work independently under the supervision of one of the Fund’s Partners.

Primary Job Functions:

Due Diligence Capabilities:

  • Review and interpret financial statements. Provide a written review of the details uncovered while analyzing financial reporting from a prospective borrower.
  • Identify material changes and trends on the financial statements and analyze the cash flow for the proposed deal.
  • Conduct qualitative and quantitative analysis of a borrower’s key performance information including cohort pattern recognition, churn analysis, bookings trends, customer concentrations, supplier concentrations, etc.
  • Propose recommendations for loan structuring in consideration of analyzed borrower cash flows and growth expectations.
  • Prepare financial projections based on client input and other factors that will impact future results. Projections should include most likely scenario, best case scenario and breakeven/stressed scenario.
  • An ability to clearly identify and articulate ‘red flag’ findings to Partners throughout the due diligence process.
  • An ability to conduct corporate valuation analysis across multiple vectors (DCF, comparable company, public company, asset basis, etc.) depending on the transaction profile.

Drafting of Investment Memoranda:

  • Proficient in business and financial prose including describing a prospective borrowers’ core business, technologies and financial performance.
  • Succinct and articulate ability to describe financial trends using a combination of media (charts, tables, prose, etc.).
  • Identify key risks and determine appropriate mitigates to those risks.

Portfolio Monitoring:

  • Routinely monitor loans for compliance. Ensure compliance with all established credit policies/guidelines and regulatory statutes.
  • Based on identified risks related to borrower operations, industry/sector, collateral, etc., recommend appropriate risk rating quarterly.
  • Conduct robust valuation analysis on a quarterly basis to ensure appropriate basis for loan collateralization and valuation.
  • Assist Partners with ongoing credit matters and loans involving unusual situations or requiring close scrutiny.
  • Together with Portfolio Managers and Relationship Managers, stay on top of the portfolio reporting requirements, ensuring renewals, annual reviews and quarterly monitoring is completed in a timely manner to ensure monitoring is occurring.
  • Aggregate loan performance data for all Boundary Street portfolio companies on a quarterly basis.
  • Over time, build and maintain relationships directly with portfolio company executives.


  • Minimum of 2 years of previous financial analysis experience (or equivalent) required.
  • Strong interpersonal, verbal and written communication skills.
  • Natural inclination to proactively identify trends and opportunities and contribute creative solutions to benefit the team.
  • Strong analytical, mathematical and problem-solving skills with the ability to analyze and interpret quantitative data and formulate sound conclusions.
  • Thorough knowledge of banking including an understanding of corporate M&A in particular. o Experience with preparation of financial projections, spreading financial statements and preparation of written analysis reports.
  • Strong organization and time-management skills, attention to detail with high degree of accuracy, and the ability to work independently.
  • Ability to maintain confidentiality of customer and credit information.
  • Sound judgment, decision-making ability, and the ability to work in pressure situations.
  • Working knowledge of various software packages, including word processing, spreadsheet, electronic mail and presentation, and banking systems.


  • BS/BA in Finance/Accounting/Business Management preferred.
  • Prior experience working in M&A
  • Prior experience working in the technology or telecommunications sectors
  • Prior experience engaging with clients and/or executives directly
  • Some experience working with databases, business analytics systems and/or database reporting (Dynamics 365, PowerBI, etc.)

Interested candidates should reach out to admin@boundarystreetcapital.com with the subject line, “Senior Investment Analyst Inquiry”.


Head of Operations | Pana LCE (Low Carbon Economy) Investments | New York, NY | Energy

Pana LCE is setting the standard for investments in the Sustainable Infrastructure space through its entrepreneurial spirit and core values of integrity, sustainability, diversity, and alignment.

The Pana LCE platform and closed end fund invests in projects and managers that are transitioning to a low carbon economy. Pana covers core, core plus infrastructure, natural resources, renewables, water, clean fuels, waste and agriculture. Pana is focused on high risk/reward investments. Pana’s clients are family offices, endowments, and foundations.

More broadly, Pana Group is a real asset deal origination platform with deal experience/exits in Private Equity/Debt. Through its business development efforts, Pana Group has raised over 1B in the infrastructure and natural resource spaces. Pana has created and managed several private debt structures in the natural resource and infrastructure spaces for Carlyle and Kimura Capital.

The Head of Operations will report to the CIO, Caroline Abramo and work closely with the Investment team, COO, CTO, and Head of Business Development. The Head of Operations will help implement and manage the Pana LCA fund – a closed end 7 year PE vehicle investing in renewable, power, water, fuels, waste, and agro projects. (Launching July 1 with 100M). The head of operations will manage relationships with the managers/ operators of the fund’s investments, administrator, accountants, and lawyers. The fund will have 4-7 investments and will primarily invest through co-invest structures, funds, and direct company equity. The Head of Operations will manage all cash flows in the fund, valuations, reporting, and technology associated with the fund (client portal, internal manager database). The Head of Operations will also build out the custom account platform.

The job is based in NYC with a competitive salary, benefits including tuition and test reimbursement, and work life balance.

The candidate will have or currently be working at a Private Equity shop that focuses on Real Assets, a private equity fund of fund, Investment Bank, Asset Manager or family office that has direct investments in Pana LCE’s target sectors.

The candidate is an independent worker who likes to take ownership of a process and implement best practices. The candidate is constantly trying to improve Pana portfolio management, technology, and client responsiveness.

The candidate has pride in their work and will reflect well on Pana’s stellar track record and reputation.

The candidate likes to give and receive feedback.

The candidate is punctual and completes tasks on time.

Pana would like members to be part of our team in every way. We prize diversity of thought and action and implement it in all our processes and communication.

We’d like members to have the chance to grow personally and professionally. To that end there is the opportunity for mentorship, education, and advancement. Pana is a fast growing asset manager in the sustainable infrastructure space.

Please email Caroline Abramo at caroline@pana.group or call me at 917-971-4650. If writing, please send me your CV and contact details. If calling, please leave a detailed message and call back information.

Thank you in advance for your interest and time. I can not wait to meet you.

Caroline Abramo

Investor Relations Analyst | Kimmeridge | New York, NY | Energy

Founded in 2012 by Ben Dell, Dr. Neil McMahon and Henry Makansi, Kimmeridge is an investment manager focused exclusively on the energy sector. The firm is differentiated in its direct investment approach, deep technical knowledge, active portfolio management and proprietary research and data gathering. For additional information on Kimmeridge, please visit www.kimmeridge.com.

Kimmeridge Energy is seeking a motivated and detail-oriented Investor Relations Analyst to join the firm. The role will support the Managing Director of Investor Relations and Head of Sales and Operations for Public Investments and will coordinate with groups throughout the organization including investments, accounting, operations, legal and compliance.

Responsibilities include:

  • Supporting the day-to-day operations of the IR department in providing best-in-class client service
  • Monitoring investor requests and ensuring timely and accurate responsiveness
  • Assisting with the presentation of marketing materials and quarterly updates
  • Preparing for the firm’s Annual Investor Conference, including event planning logistics, investor communications, materials, etc.
  • Performance data analysis and benchmarking
  • Assist in the development of new business products and investor targeting

Candidates should have at least two years of finance experience (preferably in investment banking, corporate development or private equity), as well as excellent verbal, writing, PowerPoint and Microsoft Excel skills. Knowledge of the Real Asset sector would be helpful, but is not necessary.



Portfolio Manager / Partner | Pana LCE (Low Carbon Economy) Investments | New York, NY | Energy

Pana LCE is setting the standard for investments in the Sustainable Infrastructure space through its entrepreneurial spirit and core values of integrity, sustainability, diversity, and alignment.

The Pana LCE platform and closed end fund invests in projects and managers that are transitioning to a low carbon economy. Pana covers core, core plus infrastructure, natural resources, renewables, water, clean fuels, waste and agriculture. Pana is focused on high risk/reward investments. Pana’s clients are family offices, endowments, and foundations.

More broadly, Pana Group is a real asset deal origination platform with deal experience/exits in Private Equity/Debt. Through its business development efforts, Pana Group has raised over 1B in the infrastructure and natural resource spaces. Pana has created and managed several private debt structures in the natural resource and infrastructure spaces for Carlyle and Kimura Capital.

Pana is looking for a SR Portfolio Manager with 10 years experience in Private Equity and Infrastructure. The candidate has done primary DD on companies, funds and projects independently. The candidate is comfortable with data rooms and return metrics for the space. Ideally the candidate has renewable and sustainable experience – water, clean fuels, waste, hydro, and gas projects. The candidate has also run a portfolio of investments and is comfortable with portfolio management software, research portals. The candidate is an independent worker and has developed methodologies for investment. Candidate will be the point person for our manager/ project relationships and will have executed co-invests with exits. Pana is a pioneer in the sustainable infra space and as such is developing a unique best practices approach to it’s portfolio. There is a lack of data in this space and comps will be pulled from public companies and conventional oil and gas operators. The candidate will have a central role in defining a unique and sustainable investment process. The candidate will oversee all monitoring of existing transactions, projects, and managers. The candidate will look to continually improve the investment process and add names to our database.

Candidate has a CFA and/or CAIA and/or MBA. The candidate thrives in an entrepreneurial environment. The candidate has superior communication skills. They will be the conduit to legal, engineer consultants, operational teams, and technology providers. The candidate has a robust network in the space and will source deals directly from operators and sponsors. The candidate will continually monitor the portfolio with monthly calls to managers and projects. Candidate will write a monthly summary. The candidate will be a part of the investment committee. The PM will report to the CIO, Caroline Abramo. The candidate will oversee 2 analysts as well as the technology requirements for the platform. The candidate ideally has experience with SMA’s and customized portfolios. The candidate is not satisfied with the status quo. The candidate has pride in their work and knows this reflects on the pristine reputation of Pana.

Pana is a pioneer in the sustainable infra space and as such is developing a unique best practices approach to its portfolio. Pana through its founder and members has an impeccable investing and fiduciary record.

  • The candidate will be part of an entrepreneurial environment that prizes diversity and inclusion of opinions.
  • The candidate will be at the early stages of this fast growing sector
  • The candidate will be eligible for a competitive base salary and bonus structure
  • The candidiate will be eligible for performance based equity in the platform
  • The candidate will have the ability to work flexibly
  • The candidate will have access to a generous benefit program

Please contact Caroline Abramo by email at caroline@pana.group. Please attach your CV, contact details, and the best days/times to reach you.

Thank you in advance for your time and interest.

I cannot wait to meet you. Best, Caroline

infrastructure & utilities

Managing Director | Generate Capital, Inc | San Francisco, CA | Infrastructure/Utilities

Generate Capital has emerged as a leader in the high-growth sustainable infrastructure market, having built a highly differentiated investment and operating platform with a track record of strong risk-adjusted returns and significant, long-term institutional investor support. The objective of our infrastructure business is to deliver the most affordable, reliable and sustainable resource systems to customers.

The last several decades have ushered in a dramatic rise in demand for natural resources like energy, water, food, and materials. We invest in what McKinsey is calling the “Resource Revolution”: doing more with less of our natural resources. Thanks to these increasingly mature resource-related technologies, distributed, networked infrastructure is the most cost-effective and reliable way to produce critical resources (energy, food, water, materials). We believe that we can solve the world’s most pressing resource issues – and we don’t need to reinvent the world to do so. We need to rebuild it. While some focus on finding new and revolutionary tools, we rebuild resource systems with the high-impact, economic, and proven solutions we have today.

Up until now, new energy asset finance (a $300B annual market) has been dominated by larger-scale projects that tend to attract traditional capital sources. Generate Capital, on the other hand, is focused on being a capital partner to pioneering project developers and solution providers that are typically overlooked by traditional financiers for a variety of reasons: asset size, underwriting complexity, project duration and perceived risk. As a long-term investor with truly permanent capital, Generate Capital is the only credible long-term partner for these pioneers and the best infrastructure provider for these resource customers.

With a $10B pipeline of projects, completed transactions totaling over $2.5B and a utility-like, pay as you go model (which we call Infrastructure-as-a-Service™), Generate Capital has quickly established itself as a leader in the enormous markets of distributed energy, mobility, and water and waste management.

What you can expect from us:

  • The ability to truly “do well by doing good”; indeed, we really are changing the world
  • An opportunity to help build a cutting edge, values-driven organization that is leading the Resource
  • Revolution and redefining the economics of distributed, sustainable infrastructure
  • The integration of our values – integrity, collaboration, excellence, intellectual honesty, and accountability at all levels and with our many stakeholders
  • An opportunity for entrepreneurship and leadership in building out and managing the company’s operational infrastructure and the teams to support it
  • A commitment to your professional development, ongoing learning opportunities, and overall growth as a person
  • The ability to work with a team with decades of collective experience financing and managing billions of dollars of sustainable infrastructure, leading successful startups, and growing great people
  • Competitive pay and benefits

Generate Capital is hiring a Managing Director to continue growing the market-leading portfolio of sustainable infrastructure projects – from thesis origination through deal execution and the management of third-party relationships. This role will provide clear leadership in an area of focus for us, managing a team of investment professionals and assuming a seat on our Investment Committee to help us drive our investment decisions and maximize returns for our shareholders. Reporting to the CEO, you will be a critical member of our leadership team and your work will be imperative to our ongoing success.

Candidate requirements and qualifications:

Investment Leadership

  • History of working in the renewable energy, with a deep understanding of renewable resource markets,lifecycles and technologies (including electricity markets, water markets, waste systems and agriculture)
  • Strong executive presence with an ability to build trusted relationships with board members, partners, customers, lenders, service providers and investors
  • A history of measurable achievements (i .e., track record) as an investor in Generate’s current and future focus sectors or sub-sectors including a demonstrated ability to consistently generate new investment ideas to produce attractive risk-adjusted returns
  • Knowledge and track record of underwriting and structuring multiple investment securities, including project/sponsor equity, mezzanine debt, corporate equity, senior debt, tax equity, etc
  • Proven track record of leadership demonstrated by a strong followership from junior colleagues and peers with exhibited success hiring, leading and motivating highly effective teams, ideally with experience managing multiple levels of people with diverse backgrounds and skill-sets

Strategy and Executive Team Collaboration

  • Comfort with corporate strategy analysis frameworks and data-driven decision-making
  • A willingness to constructively express dissent to senior executives and board members
  • Ability to nimbly move between widely varying functions-analytical to creative; strategy to execution
  • Ability to adjust quickly to evolving technology and market circumstances and comfort with the inevitable uncertainties involved in leading a pioneering, entrepreneurial firm
  • Extremely deft communicator: listening, empathizing and communicating well with a range of audience types, especially customers and partners and navigating difficult, sometimes acrimonious situations resulting in win-win solutions and deep, long-term business relationships

Personal Attributes

  • Demonstrated ability to lead, inspire, and earn trust from others; become the organizational “glue” to deliver success, growth, and difficult change when necessary
  • Entrepreneurial spirit exhibited through hustle, grit & resilience: flexibility to do whatever it takes, comfort with risk and the unknown, recognition that we’re never going to be perfect and that “perfect can be the enemy of the good”
  • Has a strong network of leading professionals with whom the company would want to work and have as associates
  • High level of self-awareness and humility, with excitement about confronting uncomfortable situations or new challenges
  • Intellectual agility and curiosity, superb analytical skills; problem-solving is your default mode
  • Commitment to enhance awareness about our values by example and motivate those around you to up their game

You are an entrepreneurial and driven investor with impeccable values, standard-setting empathy and a highspeed mental clock; and you have consistently demonstrated that you are dedicated to making everyone around you better every day. You are committed to finding, structuring and closing the best deals in sustainable infrastructure, working with leading companies and our professionals to prove that sustainability pays better than unsustainability, and your good judgment has been a key to your successes.

Send your resume and cover letter to recruiting@generatecapital.com and reference Kayo.

June 2020

private equity & venture

Business Intelligence Director | Greenspring Associates | Baltimore, MD | Private Equity/Venture

Greenspring Associates is one of the largest venture capital investment firms in the world, currently managing over $10 billion in assets across fund, direct and secondary investment strategies. The Firm has over 100 employees with offices in Baltimore, Maryland and Palo Alto, California.

Greenspring Associates was founded in 2000 and has been actively investing in venture capital partnerships, expansion stage venture/growth equity direct investments, and secondary market positions through its fund vehicles.

We are growing! We are looking to hire a Business Intelligence Director. The Business Intelligence Director will play a significant role in preparing and reviewing quarterly performance reporting for the purposes of the Firm’s marketing materials, special Limited Partner requests and facilitating other strategic reporting projects for the Firm. This position will report directly to the CFO and be responsible for several direct reports of the BI Team.


  • Review Fund Model updated by Performance Manager weekly for investment decisions and activity
  • Participate in Partners calls to update models in real time as decisions are made
  • Participate in LPAC calls to answer questions regarding Fund Model metrics
  • Review weekly update on fund pacing prepared by Performance Manager
  • Provide ad hoc analysis on portfolio construction of funds for purposes of partner offsites
  • Review all performance calculations for: direct investments, fund investments, secondary investment, overall fund PMEs, net IRR splits, etc.
  • Put together/review all data/performance related RFIs and LP Requests
  • Serve as main point of contact for fund managers as it relates to outsourced Business Intelligence
  • Participate in LP meetings telling the story of GA Data and showcasing efforts and accomplishments, including presentation of certain systems/applications and their capabilities


  • Ability to deliver results using analytical/problem-solving skills
  • Ability to assess, manage and optimize the design and delivery of data warehousing
  • Familiar with ETL design and development
  • Ability to manage large data sets of multiple sources
  • Ability to manage the design, development and implementation of an information system
  • Ability to employ best practices related to data governance (along with data quality, master data management)
  • 5 – 7+ years of experience in public accounting with a track record of outperformance
  • Advanced Microsoft Office (including Excel and PowerPoint) skills required
  • Familiarity of the private equity/venture capital market, especially performance metrics
  • Ability to operate in a demanding and fast-paced environment and balance multiple tasks
  • Significant overtime as well as availability outside of normal business hours required frequently, especially during quarterly reporting cycles
  • Articulate, polished and well-rounded with strong organizational skills and attention to detail
  • Familiarity with CRM and Data Visualization solutions, Salesforce and DOMO/Power BI preferred
  • A highly motivated self-starter with the ability to work both independently and within a team context

Please apply here: https://www.greenspringassociates.com/careers/jobs/bi-director/

Financial Analyst | Aeroterm | Annapolis, MD | Private Equity/Venture

Realterm is a real estate private equity firm with $5+ billion in assets under management across three logistics-focused investment management platforms: Aeroterm, Realterm Logistics and IndoSpace Logistics Parks. Aeroterm is the largest owner and manager of on-airport logistics facilities in North America, Realterm Logistics is the largest third-party owner and manager of high flow-through logistics real estate in North America, and IndoSpace Logistics Parks is the largest industrial developer in India. Realterm executes these strategies by leveraging its core investment principles:

  • Focusing on niche real estate segments with favorable supply/demand characteristics;
  • Delivering compelling investment performance through aggregation and institutionalization of its assets;
  • Maintaining a relentless focus on intrinsic value and margin of safety

Realterm is seeking a highly motivated college graduate with ~1 year of experience to join the fast-growing Aeroterm team. Aeroterm’s portfolio includes ~130 properties at 36 airports across North America totaling ~17 million square feet. Successful candidates will gain exposure to all aspects of the real estate private equity business, including acquisitions, developments, leasing and asset management, and will work closely with the most senior leaders of the firm.

Responsibilities include, but are not limited to, the following:

  • Creating and maintaining complex financial models (i.e., Argus and Excel)
  • Supporting the leasing and asset management for portfolio properties including analyzing potential leases, reviewing annual budgets, and forecasting of cash flows.
  • Supporting the sourcing, underwriting, and execution of investment opportunities
  • Supporting the investment due diligence process
  • Creating internal and external meeting and reporting materials, including Investment Committee, customer, partner, investor and lender reports and presentations
  • Researching investment markets and interfacing with prospective tenants, airport authorities, community stakeholders and third-party partners


  • Recent graduate or professional with 1+/- yrs. experience.
  • BA/BS Degree, majors in Accounting, Economics, Finance or Real Estate preferred
  • Strong financial modeling and analytical skills including an excellent working knowledge of Microsoft Office (i.e., PowerPoint, Excel, Word)
  • Ability to conceive and execute on bespoke investment and strategic analyses
  • Exceptional written and verbal communication skills with the ability to communicate complex concepts concisely
  • Ability to work well in a fast-paced team environment
  • Positive attitude and a very strong work ethic
  • Attention to detail, highly organized and proactive
  • Ability to learn quickly, a high degree of intellectual curiosity, and a passion for real estate and investing

Please send your resume to lwilson@realterm.com to apply for this position.

Open until filled.

Investor Relations Associate | Denham Capital | Houston, TX | Private Equity/Venture

Denham Capital Management LP is a 70+ person private equity firm with offices in Boston, Houston, London, and Perth. Denham manages a sizable portfolio of energy-related investments in the oil & gas, mining and power sectors.

Denham prioritizes transparency and humility, and firm culture revolves around open communication, collaboration and progressiveness.

This opportunity is for the Investor Relations Associate role at Denham. The IR Associate will report to Denham’s Head of IR and Fundraising and will work as an integral member of Denham’s investment and operations teams.

Below are some responsibilities of the IR Associate:

  • Investor Due Diligence Requests
  • Standard Reporting and Routine Communications with Investors
  • Creating and coordinating presentations and other materials ahead of Investor Meetings
  • Annual General Meeting Event Planning
  • Investor Information and Fundraising tracking via SalesForce, Denham’s CRM
  • Ongoing content and maintenance of Denham’s Investor Portal

In addition to the above functions, the IR Associate will work directly with the Head of IR and the Denham Partners on ongoing firm strategy, fundraising efforts, and one-off marketing projects and events. This role offers significant opportunity for growth internally over time.


  • BA/BS or equivalent
  • 2+ years of Finance/Banking/Corporate Communications experience
  • IR/Marketing experience a plus (but not required)
  • Energy experience a plus (but not required)


  • Data analysis skills to organize and analyze IR data and produce high quality presentation materials in Excel and Power Point
  • Excellent written and oral communication skills (will require regular communication internally and with external parties including investors)
  • Significant experience working with Microsoft Powerpoint and Excel
  • Strong Project Management skills – ability to juggle several projects / workstreams simultaneously
  • Self-starter who will take initiative and think creatively
  • Extreme attention to detail with strong organizational skills
  • Forward thinking and highly professional demeanor
  • Strong work ethic
  • Salesforce or CRM experience a plus

Interested candidates should send resume to Alixe Ryan at alixe.ryan@denhamcapital.com.


Office Administrator | Diversified Trust | Nashville, TN | Private Equity/Venture

Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $6.5 billion of client assets under management. Our clients include individuals, multi-generational families, family offices, foundations, endowments, and retirement plans. We employ an array of wealth strategies and services to help our clients accomplish their goals.

As an Office Administrator, a typical day might include the following:

Management of Office Reception and Conference Rooms

  • Greeting and welcoming office guests and directing visitors to the appropriate person(s) office or meeting location
  • Scheduling meeting rooms and coordinating AV needs
  • Managing phone coverage; answering, screening and forwarding incoming calls
  • Ensuring reception area and conference rooms are tidy and presentable, with all necessary supplies
  • Ensuring proper security measures are followed at all times

Administrative Responsibilities / Employee Support

  • Providing administrative support for executive management, principals and other staff, as assigned, including expense reports and special projects
  • Preparing and proofreading documents, letters and envelopes for office personnel; assisting with printing and binding of client presentations, and facilitating general mass mailings, newsletters, office announcements and correspondence, as needed
  • Managing multiple travel schedules/arrangements, coordinating calendars and appointments
  • Assisting Business Manager with event planning, coordination and management
  • Handling primary day-to-day supplier and vendor management, overseeing office supply inventory, reviewing account invoices for accuracy and approval
  • Ensuring workroom and breakroom are tidy and presentable with all necessary supplies
  • Ensuring security and confidentiality of client and company management information

Coordination of Internal and External Mail Distribution and Deliveries

  • Manage workflow to ensure accurate and timely distribution and delivery of all incoming and outgoing mail, packages and other client and/or office deliveries


  • 5 years of experience in a professional office environment preferred
  • Professional appearance
  • Excellent interpersonal, telephone and written communication skills
  • Highly organized with keen attention to detail and able to work with minimal oversight
  • Dedicated team player with a strong work ethic and ability to handle multiple tasks and deadlines
  • Highly proficient in MS Office, Adobe and contact management software

If this job seems like a good fit, please email your resume and cover letter to HR-Nashville@diversifiedtrust.com

Principal | IGNITE Mezzanine Capital Partners | Los Angeles, CA or Dallas, TX | Private Equity/Venture

IGNITE Mezzanine Capital Partners (“Ignite” or the “Firm”) is a mezzanine private equity firm focused exclusively on the consumer sector. The Firm is completing a $500M fund raising effort which is expected to close by June 30, 2020. Ignite is a new investment firm founded by executives with decades of experience in investment, executive leadership and consulting to exceptional consumer brands in the retail, direct to consumer and restaurant industries. The firm management team includes partners of Lion Capital, a $5B+ global, consumer focused private equity firm and OPEN Realty Advisors, the premier advisor to consumer brands on real estate growth strategies, including real estate development and direct private equity investment activities. This powerful combination of investment and management talent has advised, led (as CEO and BOD), and invested more than $10 Billion in equity and mezzanine capital into more than 100 of some of the best known consumer brands in the industry, including Jimmy Choo, Apple, Restoration Hardware, Weetabix, Quizno’s, Kettle, Warby Parker, and numerous others. Ignite’s primary strategy will be to invest $10M-$50M of mezzanine capital into best in class, small and middle market consumer companies seeking to reignite their businesses as the economy emerges from the COVID-19 pandemic.

The Principal position will have the opportunity to make a significant contribution to the investment team, including collaborating with a team of Partners, Associates and Analysts on all facets of Ignite’s activities. The Principal will have full exposure to all aspects of mezzanine investing including new investment screening, due diligence, financial analysis, credit underwriting and structuring, negotiation and documentation, and portfolio management. Key responsibilities include:

  • Collaborating with the Firm’s Partners, Associates and Analysts and leading the analysis and modeling of prospective investment opportunities
  • Performing detailed market and consumer sector due diligence
  • Leading the Firm’s credit underwriting standards including assisting firm management with deal specific securities structuring of terms, protective covenants and pricing
  • Preparing materials for investment committee meetings
  • Monitoring performance of existing portfolio companies
  • Interfacing with intermediaries and executives from current/potential portfolio companies
  • At least 5 years of investment banking, private equity and underwriting experience with concentration in leveraged finance, mezzanine and/or private credit securities
  • Experience in the consumer sector preferred
  • Exceptional academic background; MBA preferred
  • Strong time management, personal organization skills and ability to manage competing priorities and meet deadlines
  • Attention to detail & superior financial modeling skills
  • Excellent oral and written communication and presentation skills
  • A team player with a strong work ethic and keen to help others wherever possible
  • Ability and willingness to travel as necessary 

Please send your resume to eric@ignitemcp.com.

Relationship Associate | Diversified Trust | Nashville, TN | Private Equity/Venture

Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $7 billion of client assets under management. Our clients include individuals, multi-generational families, family offices, foundations, endowments and retirement plans. We provide tailored investment management, financial planning, trust and estate, family office, and institutional advisory services through our offices in Atlanta, Greensboro, Memphis and Nashville.

Diversified Trust is a growing company, looking to add to our Nashville Team. We are seeking highly motivated, service-oriented, entrepreneurial-minded individuals to join us.

The Relationship Associate works in partnership with a team of client professionals providing exceptional wealth management, family office, advisory and trust services to clients.

Client Service:

  • Oversee activities that support the client relationship team in daily account and business practices
  • Assist with the preparation of customized reports and presentations for current and prospective client meetings
  • Conduct periodic reviews of client accounts, statements, and reports including initial completion of annual administrative and investment reviews; ensure all required documentation is on file and accounts are properly coded
  • Attend periodic client meetings; follow up with clients and team members on outstanding client service items
  • Prudent management of business risks associated with prospective new business and ongoing relationship management of existing clients
  • Provide excellent client service; respond to day-to-day inquiries and interactions with clients and other client service team members; assist in the research of client solutions

Wealth Strategies:

  • Assist senior Wealth Strategists and other client service team members in developing and servicing client specific financial plans
  • Correspond with clients to obtain necessary information for financial plan development; review client source materials
  • Initial input of information into planning software for analysis and development of client presentation materials
  • Participate in wealth strategies team meetings and collaborate with colleagues to improve efficiency of wealth strategies processes and deliverables


  • Bachelor’s degree in Business or related field, or equivalent education and related training; advanced degree preferred
  • CFP, CPA, CPWA or other advanced designation preferred
  • 3+ years of financial planning, estate and/or tax planning experience, investment advisory or comparable experience preferred
  • A working knowledge of the application of wealth management planning such as cash flow, education, retirement, risk management and insurance, tax, business tax, trust, and estate and wealth transfer
  • Experience with financial/investment technology platforms; proficiency in Excel and PowerPoint applications
  • Ethical practitioner with the ability to exercise sound judgment and effectively manage risk
  • Ability to develop trust and build internal and external relationships
  • Strong work ethic with the ability to work under pressure and handle multiple tasks within deadlines
  • Strong analytical abilities and excellent attention to detail
  • Excellent writing and communication skills
  • Professional, pleasant and personable in dealing with clients
  • Adaptable in a rapidly changing environment

If this job seems like a good fit, please email your resume and cover letter to HR-Nashville@diversifiedtrust.com

Senior Consultant, SEC Accounting & Advisory Services | FTI Consulting | Chicago, IL | Private Equity/Venture

FTI Consulting, Inc. is a global business advisory firm dedicated to helping organizations manage change, mitigate risk and resolve disputes: financial, legal, operational, political & regulatory, reputational and transactional. With more than 4,600 employees located in 28 countries, FTI Consulting professionals work closely with clients to anticipate, illuminate and overcome complex business challenges and make the most of opportunities. The Company generated $1.81 billion in revenues during fiscal year 2017. For more information, visit www.fticonsulting.com and connect with us on Twitter (@FTIConsulting), Facebook and LinkedIn.

FTI Consulting continually strives to offer employees and eligible dependents, including domestic partners and eligible domestic partner children, a competitive and comprehensive benefits package. Please click here for more information.

FTI Consulting does not accept unsolicited resumes from external firms or agencies. FTI Consulting will not be responsible for placement fees associated with unsolicited resumes.

FTI Consulting is an equal opportunity employer and does not discriminate on the basis of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law, ordinance, or regulation.

About Forensic & Litigation Consulting:

The Forensic and Litigation Consulting practice at FTI Consulting provides multidisciplinary, independent dispute advisory, investigative, data acquisition/analysis and forensic accounting services to the global business and legal community. Our team supports clients facing high stakes litigation, arbitration and compliance investigations, and regulatory scrutiny.

Are you an accounting professional that is looking for your next step after audit or to work on complex projects outside the traditional often-repetitive accounting advisory work? Are you looking to add forensic accounting skills to your portfolio? Are you missing the variety of projects after going into industry? We are in the process of expanding FTI’s SEC & Accounting Advisory group in San Francisco and are seeking individuals with a desire to deepen their technical accounting expertise in a high-growth, nimble environment with a team of leading experts by your side. Our clients are facing complex technical accounting and financial reporting challenges driven by transactions, regulatory inquiries or potential errors in prior-period financial statements. As an SEC & Accounting Advisory Senior Consultant, you will work with professionals with deep accounting expertise, many of them former SEC and FASB professionals, and Big 4 partners. In addition, we often supplement our teams with experienced professionals from other practices such as Technology, Data and Analytics and Dispute Advisory Services.

As an SEC & Accounting Advisory Senior Consultant, you will be a key contributor to our engagement teams, interacting with client personnel, audit and advisory professionals, and other groups within FTI.

Your responsibilities will include:

  • Be part of a team that assists clients with the accounting and financial reporting impacts of significant events or complex transactions such as new customer arrangements, mergers and acquisitions, financing events, discontinued operations, and stock-based compensation arrangements
  • Identify accounting issues and bring them to the attention of engagement leaders for resolution
  • Be part of a team that assists clients in complex investigative issues including unstructured data review and analysis
  • Assist teams in performing research and analysis, and documenting conclusions in technical accounting areas
  • Prepare financial reporting deliverables in connection with an IPO
  • Be part of a team that assists clients in complying with SEC reporting requirements including 10-Ks and 10-Qs, Regulation S-X Rule 3-05 and 3-09 financial statements and Article 11 pro forma financial information
  • Draft and review public and private company financial statements
  • Assist in preparing support for complex restatements of previously issued financial statements
  • Be part of a team that remediates internal control deficiencies including implementation and testing


  • Bachelor’s Degree with an emphasis in accounting
  • 3+ years of public accounting or equivalent experience
  • Certified Public Accountant or foreign equivalent
  • Up-to-date knowledge of U.S. GAAP accounting standards and SEC requirements
  • Ability to travel up to 30% based on client needs


  • Experience In performing substantive audit procedures on a variety of account balances, such as fixed assets, prepaid expenses, cash, accounts payable and accounts receivable, preferably in a variety of clients or industries
  • Experience at a Big 4 or other national accounting firm
  • Effective communication skills and an ability to explain complex issues clearly and succinctly
  • Knowledge of systems used for unstructured data review (for example, Relativity or Ringtail) an advantage

Exempt or Non-Exempt?: Exempt

If interested, please apply using the following URL: https://fticonsult.taleo.net/careersection/1.1ftiglobalexphire/jobdetail.ftl?job=191PI&lang=en&src=JB-10880

real estate

Analyst, CVA - Asset Management | Stockbridge | San Francisco, CA | Real Estate

Stockbridge is an established real estate investment firm with over $15.9 billion in AUM across a wide range of investment strategies and asset types across the U.S with offices in San Francisco, Atlanta, and Chicago.

This role is part of the Core and Value-Add (“CVA”) platform, which includes both funds and separate accounts with asset strategies ranging from core to value-add to ground-up development. The analyst will work on a collaborative team directly supporting Vice President(s) covering major West Coast regions. The Analyst will work closely with the Asset and Portfolio Management Teams and occasionally with the Acquisition Team. There is a lot of room for growth and development for the right candidate! This is both a qualitative and quantitative position, strong math and written skills are necessary. Office, industrial and retail property types will be analyzed and monitored.


  • Prepare and update financial models in Excel and/or Argus for existing assets and portfolios including (1) analysis of leasing, financing, budgeting, joint venture and hold/sell decisions and (2) internal rate of returns, time-weighted returns, sensitivity tables, property valuations, cash-on-cash returns and various other return metrics.
  • Assist in preparation and review of asset-level annual budgets and portfolio-level annual strategic business plans for clients.
  • Prepare preliminary internal asset valuations, using a discounted cash flow and/or direct capitalization approach, for Investment Committee review and participate in internal quarterly valuation meetings.
  • Coordinate asset appraisal process, review quarterly appraisals for accuracy and provide feedback to appraiser.
  • Analyze lease transactions and assist in the preparation of lease agreements including coordinating with legal counsel and leasing brokers.
  • Review quarterly reports including rent rolls, returns, operating statements, legal matters and capital expenditures.
  • Interface with sales brokers, property managers, portfolio analysts, lenders, operations/accounting teams, legal counsel, clients and other market contacts to obtain information pertinent to existing assets as well as pursuit and disposition efforts.
  • Assist in disposition process, including preparation of return metrics and sales rational for Investment Committee review, interfacing with sales brokers and legal counsel, and coordinating closing and post-closing efforts.
  • Work with the Accounting Team to ensure that operating results and other reporting requirements are completed accurately and on time by operating partners.


  • All candidates must have a BA or BS degree from an accredited institution, preferably in real estate, finance, business, accounting, economics or related area. Must have strong academic credentials.
  • Candidates should have two to three years of real estate industry experience, preferably at least two years working specifically on corporate real estate assets.
  • Computer proficiency with a working knowledge of Microsoft Excel, PowerPoint, Word, and preferably Argus.
  • Experience with financial modeling with an understanding of basic finance concepts such as NOI returns, cash flow returns, internal rate of return, time-weighted returns and present value/discounted cash flows.
  • Strong writing skills as well as verbal interpersonal/communication skills.
  • Organizational skills and attention to detail, with the ability to prioritize and manage multiple projects simultaneously.
  • Ability to function both in a team-oriented setting and independently.
  • Strong sense of personal motivation, responsibility, and entrepreneurship.

Please apply here: https://stockbridge.hrmdirect.com/employment/job-opening.php?req=1221776&&&nohd#job

Analyst, OPB - Asset Management | Stockbridge | San Francisco, CA | Real Estate

Stockbridge is an established real estate investment firm with over $16.3 billion in AUM across a wide range of investment strategies and asset types across the U.S with offices in San Francisco, Atlanta, and Chicago.

Stockbridge’s Opportunistic Business focuses on high-yield investments with an emphasis on urban development and redevelopment projects on the West Coast. This team is run by firm founder Terry Fancher and is characterized by longstanding employment, with multiple tenures spanning up to multiple decades.

The Analyst will work closely with the Asset Management team for Stockbridge’s Opportunistic Business to manage existing assets and developments. This is both a qualitative and quantitative position, strong math and written skills are necessary.  All property types, including niche strategies, may be analyzed. 


  • Prepare and update financial models in Excel and/or Argus for existing assets and prospective investments, including sensitivity analyses, various leverage structures and joint venture structuring.
  • Work with team members in the analysis, documentation and execution of various capital transactions, including acquisitions, partnerships, financings, development programs and ultimate exit opportunities.
  • Prepare internal and external presentations and memos regarding existing investments and proposed new investment vehicles.
  • Analyze market research to evaluate prospective new investment opportunities or strategies.
  • Interface with internal and external parties, such as operating partners, leasing/sales brokers, lenders, accounting teams, legal counsel and other market contacts as needed.


  • All candidates must have a BA or BS degree from an accredited institution, with preferred degrees in real estate, finance, business, accounting, economics or related area. Must have strong academic credentials.
  • 1 – 3 years of real estate finance experience and strong experience with financial modeling.
  • Proven analytical skills and working knowledge of Microsoft Office Suite.  Experience with Argus preferred.
  • Effective writing skills and ability to synthesize information, as well as verbal interpersonal/communication skills.
  • Strong organizational skills, with the ability to prioritize and manage multiple projects simultaneously.

Please apply here: https://stockbridge.hrmdirect.com/employment/job-opening.php?req=1297450&&&nohd#job

Analyst: Real Assets | Alliance Global Advisors | Remote | Real Estate

Alliance Global Advisors is a women-owned, consulting firm focused on empowering the institutional investment community to elevate best practices. Alliance partners with organizations to provide an independent perspective on strategic planning, business and operations so executive management teams can focus on what matters most: diligently managing client capital, creating value and delivering exceptional returns in a performance-driven market.

Alliance Global Advisors is currently seeking a full-time analyst. The ideal candidate will have private equity real estate and/or real estate investment banking experience and have the analytical and interpersonal skills to serve as a key component on our team. The Candidate will report directly to the Co-founders of Alliance and have significant daily interaction with the founders. A general description of duties is listed below.

Whether you are a college graduate just starting your career or an experienced professional looking for your next challenge, we welcome you!

Are you a self-starter who values diversity of thought? Are you looking for an unconventional and modernized approach to real asset consultancy which fosters education, networking and professional development while providing a fun and inclusive work environment? Look no further!

Compensation, Location & Hours

  • Competitive compensation, commensurate with experience (contract work, no benefits currently offered)
  • Remote work environment (Alliance is headquartered in Naples, Florida. However, you choose where you live and work)
  • Approximately 40 -45 hours per week; Must be available during regular business hours (9:00 – 5:00 PM EST)

Primary Level Responsibilities

  • Work directly with Co-Founders and Managing Partners to satisfy a broad range of client needs
  • Manage the production and completion of investor and consultant requests while providing a significant level of quality control
  • Coordinate the update of general investment presentations, teasers, market studies, competitor analysis, and other materials
  • Research evolving industry topics and trends; draft white papers or promotional pieces on a variety of research topics
  • Stay abreast of changing market conditions and industry best practices, notifying management of important changes
  • Analyze client performance and adherence to industry best practices
  • Create / review client questionnaires, policies and procedures, and other documents for accuracy
  • Monitor institutional investor board / investment committee meetings and summarize relevant real asset content (CIO, Consultant and Investment Staff viewpoints)
  • Interacting with clients of the firm (a diverse set of real asset investment managers)
  • Preparation of agenda and notes for calls and meetings

Assist with the Following Responsibilities

  • Analyze the competitive set for Alliance, Alliance clients and emerging third-party service providers & technologies
  • Generate ideas and produce on-brand content for the Alliance website, including blog posts, podcasts, videos
  • Maintain task management system and CRM and assist with production of reports for management’s review
  • Follow industry social media accounts and propose ways to improve the positioning of Alliance in the marketplace
  • Organize and file important electronic documents
  • Attend digital conferences and/or work with Co-Founders to compile meeting notes and key takeaways
  • Provide opinions and input to improve systems, processes and marketing of the firm
  • Coordinate the scheduling of calls and meetings; assist with calendar management
  • Coordinate and arrange travel (air, hospitality, transportation)


  • Established performer in real estate, private equity or other investment management firm focused on real estate
  • Experience writing memorandums and/or producing investor presentations
  • Advanced Microsoft Office skills and Experience in CRMs- Advanced degree in real estate is a plus
  • Analytical/research experience with Consultancy, GP or LP on Institutional Real Asset Investment Industry
  • High level of intellectual curiosity
  • Dedication to branding and cohesive design (design and formatting skills within PowerPoint a plus)
  • Interest in working for a fast-growing company
  • Self-starter, effective and reliable working remotely
  • Superior writing and communication skills
  • Must be willing to meet tight deliverable deadlines with limited oversight
  • Must be motivated to create client-ready work product without error
  • Must be able to self-motivate – set deadlines and remain reliable

If interested, please send a cover letter and resume to connect@alliance-globaladvisors.com.

Open until filled

Director - Acquisitions | Hines | Seoul, South Korea | Real Estate

Hines is a privately owned global real estate investment firm founded in 1957 with a presence in 205 cities in 24 countries. Hines has approximately $133.3 billion* of assets under management, including $71 billion for which Hines serves as an investment manager, including non-real estate assets, and $62.3 billion for which Hines provides third-party property-level services. The firm has 165 developments currently underway around the world. Historically, Hines has developed, redeveloped or acquired 1,393 properties, totaling over 459 million square feet. The firm’s current property and asset management portfolio includes 539 properties, representing over 232 million square feet. With extensive experience in investments across the risk spectrum and all property types, and a pioneering commitment to sustainability, Hines is one of the largest and most-respected real estate organizations in the world. Visit www.hines.com for more information. *AUM includes both the global Hines organization as well as RIA AUM.

As a Director – Acquisitions with Hines, you will be an integral part in executing the Hines standard of acquiring and developing landmark real estate projects that deliver lasting value to our investors. This dynamic role will engage stakeholders at all parts of the investment and development process from forming intentional relationships with local business owners to executing presentations to an audience of global investors. Responsibilities may include but are not limited to:

  • Leverage existing relationships and build new relationships to source investment opportunities and be involved in negotiation, execution and management of the new business pursuits
  • Perform feasibility, economic and financial analyses
  • Facilitate the due diligence process for new acquisitions and developments
  • Participate in the management of acquisition and development projects including financing, design, contracting, construction management and leasing support
  • Participate in the asset management of properties by overseeing leasing, capital projects, and tenant/investor relations

Minimum Requirements include:

  • Bachelor’s degree from an accredited institution; MBA preferred
  • Native Korean and business level English
  • Eight or more years of experience in real estate preferred
  • Strong analytical/quantitative skills
  • Strong interpersonal/communication skills
  • Advanced knowledge of Microsoft Excel

Applicants interested in this role must apply by using the following link: https://careers-hines.icims.com/jobs/6985/director—acquisitions/job?mode=view


Presentation Designer | LaunchPad Creative LLC | Charlotte, NC | Real Estate

LaunchPad Creative partners with investment management firms on tailored marketing, brand and social media initiatives, launching them into their next phase of exponential growth.

We are a team of creative professionals with deep financial services industry experience. Our unique advantage is that we are solely focused on helping financial services teams develop and execute their marketing strategies.

We are seeking a part-time Presentation Designer to join our growing team. This position is critical for our organization as we offer creative brand design services to alternative asset management firms, including hedge funds, venture capital, real estate investment and private equity firms.

LaunchPad Creative seeks to find each client’s edge, portraying that through creative brand design and narrative. As such, we are consistently on the lookout for new presentation trends and are always taking on new skills. The Presentation Designer will have a strong eye for design, particularly when it comes to PowerPoint slides and presentation layouts.

This is a niche design role where the person will be responsible for upholding brand standards while creating dynamic, well-thought-out presentations for our growing client base.


Key Responsibilities:

  • Speaking with clients and distilling their unique investment strategy and edge into an understandable story.
  • Work closely with LPC team to build the brand components.
  • Take the brand components and create a unique and beautiful investor presentation.
  • Using Microsoft tools, design presentations and tear sheets, write narrative and develop the accompanying source files.
  • Maintain and update factsheets.
  • Work on other ad hoc projects as they may arise.

Candidate Requirements:

  • Bachelor’s degree.
  • Experience, ideally coming from an asset management firm.
  • Proficient in Microsoft Office products, Adobe Illustrator, Canva and Photoshop.
  • Having a good eye for design and aesthetics to create compelling presentations
  • Strong communication and organizational skills.
  • High attention to details and accuracy.
  • Ability to work under pressure and handle a wired array of projects and tasks at the same time.
  • Team player mentality with good interpersonal skills.
  • Ability and fondness for working remotely.

To apply, please send a cover letter and resume to Kristin Steele at kristin@launchpadcreativellc.com.


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