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Kayo posts jobs provided by our community each week. These posts come directly from the companies that provide them and Kayo has no direct affiliation to the jobs or the hiring process. If you’d like to post a job click here.

 

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energy

Director, Renewable Project Development | Estuary Capital Partners | Reno, NV | Energy

ABOUT ESTUARY CAPITAL PARTNERS
Estuary Capital Partners is a renewable energy development and investment firm based in Reno, Nevada. Estuary works creatively with the most innovative global energy users, utilities, and investors to conceptualize, develop, and realize high value projects which address the needs of our rapidly changing world. Estuary focuses on utility scale projects from 10 MW – 300 MW and ancillary assets including transmission and energy storage. Estuary has developed investments totaling nearly $100M since its founding in 2013. Estuary’s founder has executed over $10 billion of transactions over a 25-year career at leading investment firms.

JOB DESCRIPTION
Estuary is seeking a Director, Renewable Project Development to work in our Reno, Nevada office. The Director must have prior experience developing utility scale renewable energy projects. The Director will have broad responsibility for executing projects in Estuary’s pipeline as well as conceptualizing and realizing new projects. The Director will report to Estuary’s founder and supervise Associates and Project Managers as well as external subject matter experts.

JOB REQUIREMENTS

  • 5 – 20 years of work experience.
  • Experience with solar and/or wind generation project development is a requirement.
  • Self-motivated, proactive, positive self-starter who can take ownership of all aspects of project development.
  • Enthusiasm for lean, hands-on start-up environment and willingness to embrace a wide variety of roles, from very strategic to very executional.
  • Professional demeanor.
  • Able to build relationships with individuals from a wide variety of backgrounds.
  • Excellent verbal, written and interpersonal communication skills.
  • Well organized, diligent, and detail oriented.
  • Able to travel out of town. Able to drive.
  • Bachelor’s degree in a relevant field.
 

HOW TO APPLY

Please send a cover email and resume to recruiting@estuarycapitalpartners.com.

credit

Investment Associate | Star Strong Capital | New Haven, CT | Credit

ABOUT STAR STRONG CAPITAL
Star Strong Capital provides non-dilutive growth capital to businesses with consistent top line revenues, with an emphasis on businesses with underrepresented founder and/or managed teams. We are organized around a core premise of collaboration – partnering with our investors, portfolio companies and team to deliver products that solve the need for capital, delivers risk-mitigated returns and reduces the adversarial characteristics traditionally associated with credit relationships.

JOB DESCRIPTION
Star Strong Capital is filling out a team of investment professionals, tailored to the demands of current environment. Our team operates remotely and on a flexible schedule – we look for team members that value our philosophy and display independence, creativity and the motivation to work in a relatively unstructured context.

Investment candidates will review new investment opportunities, interface with potential portfolio companies and evaluate data to make investment decisions. The investment professional will prepare summaries of each opportunity, based on materials provided by the companies as well as independent research and evaluations.

The investment team reviews several opportunities concurrently and each member is expected to drive review and analysis independently, with a view to actioning each position quickly and efficiently.

JOB REQUIREMENTS

  • Prior experience in investing is preferred by not required – successful professionals with diverse backgrounds are welcome and valued.
  • Experience with direct lending and credit investing is a plus – whether as an analyst or portfolio manager.
  • The most important requirement is attitude and enthusiasm to dive in. We value competing priorities and operate with flexibility, while also placing significant emphasis on work product and performance.

 

WHAT WE’D LIKE YOU TO HAVE

  • We’d like you to have a passion for working in a scrappy environment, where we all support one another.
  • An interest in generating new and differentiated transaction structures and relationship channels is encouraged.

 

HOW TO APPLY
Please email spring@starstrongcapital.com 

Associate Director/Director - Leverage Finance | Fitch Ratings | Chicago, IL | Credit

ABOUT FITCH RATINGS
At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity, employees work in an environment where they can be their true selves. Our inclusive and progressive approach helps us to keep a balanced perspective.

With our expertise, we are not only creating data and information, but also producing timely insights from every angle to influence decision making in this ever changing and highly competitive market. We have a relentless hunger to innovate and unlock the power of human insights and to drive value for our customers. There has never been a better time to make an impact and we invite you to join us on this journey.

Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide have helped fund a century of growth and enables you to make important credit judgments with confidence.

 

JOB DESCRIPTION
Qualitative credentials will weigh meaningfully in the selection of the candidate. A healthy sense of intellectual curiosity is critical, along with a demonstrated willingness to perform database management work and an ability to attack and explain topics of analytical complexity. Fitch is a team-oriented work environment, so excellent communication and collaboration skills are essential, as is a high productivity work-ethic and results oriented mindset.

Essential Functions of this position include:

Supporting senior members of the Leveraged Finance team in the publication of flagship research
Performing analysis of legal documentation with guidance from senior members of the Leveraged Finance team
Preparing market updates and presentation materials
Performing analysis of key quantitative and qualitative factors influencing credit quality of companies in the Leverage Finance sector, including financial forecasting; presenting results of such analysis to internal credit rating committees
Conducting and/or presenting at high level external meetings, conferences, or investor roundtables
Participating in the evaluation of other credits within Corporates, as well as other related credit groups.

JOB REQUIREMENTS
Position Requirements

Bachelor’s degree at minimum, MBA or other advanced degree a plus;
CFA/CPA a plus
Minimum 3-5 years relevant experience, including some coverage or knowledge of the Leveraged Finance market
Proficiency with Excel, PowerPoint and Word; knowledge of Access a plus
Computer programming skills a plus
Strong analytical, quantitative, and organizational skills
Ability to take responsibility and ownership of projects and run them independently
Excellent written and verbal communication skills
Ability to shift fluidly between multiple projects as priorities change
Ability to excel in a team-oriented environment

 

WHAT WE’D LIKE YOU TO HAVE
Fitch is seeking an Associate Director or Director within the Leverage Finance sector in the US Corporates Group. The ideal candidate is someone who:

has a professional background in capital markets and/or credit analysis and well-developed financial statement analysis skills
has a demonstrated understanding of and a keen interest in Leverage Finance, distressed debt, restructuring and/or bankruptcy analysis;
has solid understanding of corporate finance and individual issuer credit analysis, particularly recovery analysis
has strong process and project management skills
has quantitative and database management expertise
has some experience with legal documents such as credit agreements and bond indentures
wants to deepen their exposure to and understanding of the debt capital markets;
has strong communication skills displayed by a pattern of leadership and the ability to proactively and successfully interact with various stakeholders, both within and outside of the organization.

 

HOW TO APPLY

Apply Directly on our Careers site through the link below:

https://career5.successfactors.eu/career?career%5fns=job%5flisting&company=C0016306184P&navBarLevel=JOB%5fSEARCH&rcm%5fsite%5flocale=en%5fUS&career_job_req_id=27401&selected_lang=en_US&jobAlertController_jobAlertId=&jobAlertController_jobAlertName=&_s.crb=juyL93tRv0zWH7FzB6Pjv%2fOXUzrXlTvfA9C%2fVKnsg8o%3d

 

CLOSES
3/22/2021

 

 

Senior Director - Leveraged Finance | Fitch Ratings | Chicago, IL | Credit

ABOUT FITCH RATINGS
At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity, employees work in an environment where they can be their true selves. Our inclusive and progressive approach helps us to keep a balanced perspective.

With our expertise, we are not only creating data and information, but also producing timely insights from every angle to influence decision making in this ever changing and highly competitive market. We have a relentless hunger to innovate and unlock the power of human insights and to drive value for our customers. There has never been a better time to make an impact and we invite you to join us on this journey.

Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide have helped fund a century of growth and enables you to make important credit judgments with confidence.

 

JOB DESCRIPTION
Fitch Ratings currently seeks a Senior Director with Leveraged Finance experience to join our Corporates, Business and Relationship Management (BRM) team in New York. As part of the Banker and Private Equity Marketing team within BRM, the candidate will work closely with a senior team of experienced Leveraged Finance professionals. The primary role will be responsibility for developing and maintaining relationships primarily with Private Equity professionals and then any broader relationships the candidate may have with Leveraged Finance Bankers, Borrowers/Issuers, and Investors.

The principal objective is to generate new Corporate rating mandates through relationship development and consistent, targeted marketing.

Responsibilities:

• Efforts shall be focused on developing new and enhancing existing relationships with senior PE and banking professionals, ultimately leading to new ratings mandates, revenue opportunities and dialogue across the leverage loan and fixed income capital markets
• Liaise with other BRM colleagues in New York, San Francisco, Chicago (Banker, PE, Issuer and Investor teams), as well as EMEA groups to coordinate firm messaging, target lists and assist in the development of relationships
• Responsible for research, development, preparation and presentation of marketing messages to external parties highlighting factors which differentiate Fitch and its published ratings and research from the competition
• Developing pitch books, marketing case studies and content to a specific sector or vertical for an upcoming or prospective meeting
• Creating, coordinating and implementing outreach plans

JOB REQUIREMENTS
Position Requirements:

• Minimum of 10+ years’ experience in Leveraged Finance from a bulge bracket bank in Leveraged Capital Markets/Syndicate or LevFin or Sponsor Coverage – there is a preference for individuals with strong PE relationships and/or a capital markets / syndicate background

• Ability to travel as required

 

WHAT WE’D LIKE YOU TO HAVE
Minimum of 10+ years’ experience in Leveraged Finance from a bulge bracket bank in Leveraged Capital Markets/Syndicate or LevFin or Sponsor Coverage – there is a preference for individuals with strong PE relationships and/or a capital markets / syndicate background

 

HOW TO APPLY

Apply through our careers site through the link below:

https://career5.successfactors.eu/career?career%5fns=job%5flisting&company=C0016306184P&navBarLevel=JOB%5fSEARCH&rcm%5fsite%5flocale=en%5fUS&career_job_req_id=26042&selected_lang=en_US&jobAlertController_jobAlertId=&jobAlertController_jobAlertName=&_s.crb=juyL93tRv0zWH7FzB6Pjv%2fOXUzrXlTvfA9C%2fVKnsg8o%3d

 

 

CLOSES
3/22/2021

 

 

Managing Director- Leveraged Finance | Fitch Ratings | Chicago, IL | Credit

ABOUT FITCH RATINGS
At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity, employees work in an environment where they can be their true selves. Our inclusive and progressive approach helps us to keep a balanced perspective.

With our expertise, we are not only creating data and information, but also producing timely insights from every angle to influence decision making in this ever changing and highly competitive market. We have a relentless hunger to innovate and unlock the power of human insights and to drive value for our customers. There has never been a better time to make an impact and we invite you to join us on this journey.

Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide have helped fund a century of growth and enables you to make important credit judgments with confidence.

 

JOB DESCRIPTION
Fitch Ratings currently seeks a Senior Director with Leveraged Finance experience to join our Corporates Business and Relationship Management (BRM) team in New York. As part of the Banker and Private Equity Marketing team within BRM, the candidate will work closely with a senior team of experienced Leveraged Finance professionals. The primary role will be responsibility for developing and maintaining relationships with PE firms and Leveraged Finance Bankers.

The principal objective is to generate new Corporate rating mandates through relationship development and consistent, targeted marketing

 

 

JOB REQUIREMENTS
Responsibilities:

Efforts shall be focused on developing new and enhancing existing relationships with senior PE and banking professionals, ultimately leading to new ratings mandates, revenue opportunities and dialogue across the fixed income capital markets
Liaise with other BRM colleagues in New York (Banker, PE, Issuer and Investor teams), as well as EMEA groups to coordinate firm messaging, target lists and assist in the development of relationships
Responsible for research, development, preparation and presentation of arguments to external parties highlighting factors which differentiate Fitch and its published ratings and research from the competition
Developing pitch books, marketing case studies and content to a specific sector or vertical for an upcoming or prospective meeting
Creating, coordinating and implementing outreach plans

 

WHAT WE’D LIKE YOU TO HAVE
Minimum of 10+ years’ experience in Leveraged Finance from a bulge bracket bank in Leveraged Capital Markets/Syndicate or LevFin or Sponsor Coverage – there is a preference for individuals with a capital markets / syndicate background
Ability to travel as required

 

HOW TO APPLY

Apply through our careers site using the link below:

https://career5.successfactors.eu/career?career%5fns=job%5flisting&company=C0016306184P&navBarLevel=JOB%5fSEARCH&rcm%5fsite%5flocale=en%5fUS&career_job_req_id=22981&selected_lang=en_US&jobAlertController_jobAlertId=&jobAlertController_jobAlertName=&_s.crb=juyL93tRv0zWH7FzB6Pjv%2fOXUzrXlTvfA9C%2fVKnsg8o%3d

 

CLOSES
3/22/2021

 

 

Analyst - Natural Resources - NY | Fitch Ratings | Warwick, NY | Credit

ABOUT FITCH RATINGS
At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity, employees work in an environment where they can be their true selves. Our inclusive and progressive approach helps us to keep a balanced perspective.

With our expertise, we are not only creating data and information, but also producing timely insights from every angle to influence decision making in this ever changing and highly competitive market. We have a relentless hunger to innovate and unlock the power of human insights and to drive value for our customers. There has never been a better time to make an impact and we invite you to join us on this journey.

Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide have helped fund a century of growth and enables you to make important credit judgments with confidence.

 

JOB DESCRIPTION
Fitch is seeking an Analyst. The ideal candidate is someone who:

– has a keen interest in the Corporate industries;
– has solid financial statement analysis skills;
– wants to deepen their exposure to and understanding of the debt capital markets;
– has a strong pattern of leadership and the ability to proactively and successfully interact with various stakeholders, both within and outside of the organization.

 

Qualitative credentials will weigh meaningfully in the selection of the candidate. A healthy sense of intellectual curiosity is critical, along with a willingness and ability to attack and explain topics of analytical complexity. Fitch is a team-oriented work environment, so excellent communication skills are essential, as is a high productivity work-ethic and results oriented mindset.

 

JOB REQUIREMENTS

Essential Functions of this position include:

– Performing analysis of key quantitative and qualitative factors influencing the credit quality of companies in Corporates sectors;
– Maintaining comprehensive financial models;
– Participating alongside senior analysts in meetings with Corporates industry management teams;
– Helping senior analysts prepare presentations for internal credit rating committees;
– Participating in the evaluation of other credits within Corporates, as well as other related credit groups.

 

 

WHAT WE’D LIKE YOU TO HAVE
– Bachelor’s degree;
– CFA/CPA or CFA candidate preferred;
– relevant experience a plus, especially coverage or knowledge of the various Corporates sectors;
– capital markets and/or credit analysis experience a plus;
– Expertise in Excel and Word;
– Strong analytical, quantitative, and organizational skills;
– Excellent written and verbal communication skills;
– Ability to shift fluidly between multiple projects as priorities change;
– Ability to excel in a team oriented environment.

 

HOW TO APPLY

Apply directly on our careers site using the link below:

https://career5.successfactors.eu/career?career%5fns=job%5flisting&company=C0016306184P&navBarLevel=JOB%5fSEARCH&rcm%5fsite%5flocale=en%5fUS&career_job_req_id=28241&selected_lang=en_US&jobAlertController_jobAlertId=&jobAlertController_jobAlertName=&_s.crb=%2flzJ7bOwtf0aeNFQqjvRxee3vArVm3jBq3T%2fbImgf4g%3d

 

CLOSES
3/23/2021

 

 

Quantitative Analyst/Sr. Analyst - NY | Fitch Ratings | New York, NY | Credit

ABOUT FITCH RATINGS
At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity, employees work in an environment where they can be their true selves. Our inclusive and progressive approach helps us to keep a balanced perspective.

With our expertise, we are not only creating data and information, but also producing timely insights from every angle to influence decision making in this ever changing and highly competitive market. We have a relentless hunger to innovate and unlock the power of human insights and to drive value for our customers. There has never been a better time to make an impact and we invite you to join us on this journey.

Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide have helped fund a century of growth and enables you to make important credit judgments with confidence.

 

JOB DESCRIPTION

Fitch Ratings’ Model Development Team is looking for quantitative analyst at the Analyst or Senior Analyst level to help develop the next generation models and enhance existing models used in Fitch’s rating process.

In this position, you will have the opportunity to team up with other talented specialists to implement, test and document credit models for various asset classes. You will have opportunities to design, implement or enhance models, conduct comprehensive testing, and prepare model documentation. Throughout these projects, you can gain valuable credit modelling experience, a good understanding of credit rating methodology as well as model governance framework and the regulatory environment.

 

JOB REQUIREMENTS

• Bachelor or Master’s degree in computer science or other quantitative disciplines
• Hands on modelling experience in Python
• Strong Excel knowledge and VBA background is a plus
• Ability to solve problems using critical, rational and creative thinking
• Strong verbal and written communication skills; ability to clearly convey technical modelling concepts
• Self-motivated with ability to manage timelines across multiple projects
• Strong work ethic and attention to detail
• Exposure to credit rating analysis or credit modelling a plus

 

 

WHAT WE’D LIKE YOU TO HAVE
• Bachelor or Master’s degree in computer science or other quantitative disciplines
• Hands on modelling experience in Python
• Strong Excel knowledge and VBA background is a plus
• Ability to solve problems using critical, rational and creative thinking
• Strong verbal and written communication skills; ability to clearly convey technical modelling concepts
• Self-motivated with ability to manage timelines across multiple projects
• Strong work ethic and attention to detail
• Exposure to credit rating analysis or credit modelling a plus

 

HOW TO APPLY

Apply directly using the link below:

https://career5.successfactors.eu/career?career%5fns=job%5flisting&company=C0016306184P&navBarLevel=JOB%5fSEARCH&rcm%5fsite%5flocale=en%5fUS&career_job_req_id=28142&selected_lang=en_US&jobAlertController_jobAlertId=&jobAlertController_jobAlertName=&_s.crb=%2flzJ7bOwtf0aeNFQqjvRxee3vArVm3jBq3T%2fbImgf4g%3d

 

CLOSES
3/23/2021

 

 

Analyst - Natural Resources - Chicago | Fitch Ratings | Chicago, IL | Credit

ABOUT FITCH RATINGS
At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity, employees work in an environment where they can be their true selves. Our inclusive and progressive approach helps us to keep a balanced perspective.

With our expertise, we are not only creating data and information, but also producing timely insights from every angle to influence decision making in this ever changing and highly competitive market. We have a relentless hunger to innovate and unlock the power of human insights and to drive value for our customers. There has never been a better time to make an impact and we invite you to join us on this journey.

Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide have helped fund a century of growth and enables you to make important credit judgments with confidence.

 

JOB DESCRIPTION
Fitch is seeking an Analyst. The ideal candidate is someone who:

– has a keen interest in the Corporate industries;
– has solid financial statement analysis skills;
– wants to deepen their exposure to and understanding of the debt capital markets;
– has a strong pattern of leadership and the ability to proactively and successfully interact with various stakeholders, both within and outside of the organization.

 

Qualitative credentials will weigh meaningfully in the selection of the candidate. A healthy sense of intellectual curiosity is critical, along with a willingness and ability to attack and explain topics of analytical complexity. Fitch is a team-oriented work environment, so excellent communication skills are essential, as is a high productivity work-ethic and results oriented mindset.

 

JOB REQUIREMENTS

Essential Functions of this position include:

– Performing analysis of key quantitative and qualitative factors influencing the credit quality of companies in Corporates sectors;
– Maintaining comprehensive financial models;
– Participating alongside senior analysts in meetings with Corporates industry management teams;
– Helping senior analysts prepare presentations for internal credit rating committees;
– Participating in the evaluation of other credits within Corporates, as well as other related credit groups.

 

 

WHAT WE’D LIKE YOU TO HAVE
– Bachelor’s degree;
– CFA/CPA or CFA candidate preferred;
– relevant experience a plus, especially coverage or knowledge of the various Corporates sectors;
– capital markets and/or credit analysis experience a plus;
– Expertise in Excel and Word;
– Strong analytical, quantitative, and organizational skills;
– Excellent written and verbal communication skills;
– Ability to shift fluidly between multiple projects as priorities change;
– Ability to excel in a team oriented environment.

 

HOW TO APPLY

Apply directly using the link below:

https://career5.successfactors.eu/career?career%5fns=job%5flisting&company=C0016306184P&navBarLevel=JOB%5fSEARCH&rcm%5fsite%5flocale=en%5fUS&career_job_req_id=28081&selected_lang=en_US&jobAlertController_jobAlertId=&jobAlertController_jobAlertName=&_s.crb=%2flzJ7bOwtf0aeNFQqjvRxee3vArVm3jBq3T%2fbImgf4g%3d

 

CLOSES
3/23/2021

 

 

Senior Analyst - Real Estate and Leisure - NY | Fitch Ratings | Warwick, NY | Credit

ABOUT FITCH RATINGS
At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity, employees work in an environment where they can be their true selves. Our inclusive and progressive approach helps us to keep a balanced perspective.

With our expertise, we are not only creating data and information, but also producing timely insights from every angle to influence decision making in this ever changing and highly competitive market. We have a relentless hunger to innovate and unlock the power of human insights and to drive value for our customers. There has never been a better time to make an impact and we invite you to join us on this journey.

Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide have helped fund a century of growth and enables you to make important credit judgments with confidence.

 

JOB DESCRIPTION
Fitch is seeking a Senior Analyst for the Real Estate & Leisure team in the Corporate Finance group. The ideal candidate is someone who:

– has some knowledge of and/or a keen interest in learning more about the Real Estate & Leisure sectors (with an emphasis on equity REITs);

– has a professional background in capital markets, credit, financial and/or strategic analysis, plus a solid understanding of financial statements;

– wants to deepen their exposure to and understanding of the debt capital markets;

– is a strong team player with the ability to proactively and successfully interact with various stakeholders, both within and outside the organization;

– has an ultimate career objective of developing a reputation as a credit expert and an industry authority;

– enjoys critical thinking, including developing and sharing well-reasoned opinions.

Qualitative credentials will weigh meaningfully in the selection of the candidate. A healthy sense of intellectual curiosity is critical, along with a demonstrated willingness and ability to attack and explain topics of analytical complexity. Fitch is a team-oriented work environment, so excellent communication skills are essential, as is a high productivity work-ethic, results-oriented mindset and positive attitude.

 

JOB REQUIREMENTS
– Perform quantitative analysis including comprehensive financial statement forecasting, comparable analysis and bankruptcy evaluation;

– Perform qualitative analysis focused on factors such as business models, competitive strengths, management strategy, industry analysis and regulatory considerations;

– Assist lead analysts in developing credit rating recommendations through extensive research and financial modelling support;

– Take responsibility for monitoring and proactively assessing a small portfolio of companies, including presenting analysis and opinion recommendations to credit committees;

– Assist in maintaining Fitch’s financial database;

– Participate in meetings with Real Estate & Leisure industry executive-level management teams to strengthen understanding of their business and its industry;

– Support and contribute to research publications for the team and Fitch’s Leveraged Finance initiative.

What you’re working towards as an analyst with Fitch:

Through career advancement, the Senior Analyst is working towards developing a reputation as a thought leader providing the debt markets with high-quality analysis and forward-looking views. The Senior Analyst will have the opportunity to develop through both an extensive credit and financial analysis curriculum and working directly with highly experienced sector analysts. Over their career, the successful Senior Analyst can expect responsibility for increasingly complex and high-profile coverage. These responsibilities will ultimately include a market facing role.

 

 

WHAT WE’D LIKE YOU TO HAVE
– Bachelor’s degree at minimum, MBA or other advanced degree a plus;
– CFA candidate preferred, CFA/CPA a plus;
– 1-2+ years relevant experience, some coverage or knowledge of the Real Estate & Leisure sectors a plus;
– Capital markets and/or credit analysis experience a plus;
– Strong understanding of Excel and Word;
– Strong analytical, quantitative, and organizational skills;
– Excellent written and verbal communication skills;
– Ability to shift fluidly between multiple projects as priorities change;
– Ability to excel in a team-oriented environment.

 

HOW TO APPLY

Apply directly using the link below:

https://career5.successfactors.eu/career?career%5fns=job%5flisting&company=C0016306184P&navBarLevel=JOB%5fSEARCH&rcm%5fsite%5flocale=en%5fUS&career_job_req_id=27841&selected_lang=en_US&jobAlertController_jobAlertId=&jobAlertController_jobAlertName=&_s.crb=%2flzJ7bOwtf0aeNFQqjvRxee3vArVm3jBq3T%2fbImgf4g%3d

 

CLOSES
3/22/2021

 

 

Analyst - Residential Mortgage Backed Securities - NY | Fitch Ratings | New York, NY | Credit

ABOUT FITCH RATINGS
At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity, employees work in an environment where they can be their true selves. Our inclusive and progressive approach helps us to keep a balanced perspective.

With our expertise, we are not only creating data and information, but also producing timely insights from every angle to influence decision making in this ever changing and highly competitive market. We have a relentless hunger to innovate and unlock the power of human insights and to drive value for our customers. There has never been a better time to make an impact and we invite you to join us on this journey.

Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide have helped fund a century of growth and enables you to make important credit judgments with confidence.

 

JOB DESCRIPTION
The U.S. Residential Mortgage Backed Securities (RMBS) group in New York is adding a credit analyst to its growing team. This entry-level position will collaborate with more senior analysts on transaction analysis; run computer models and perform spreadsheet analysis to evaluate credit risk and cash flow coverage for RMBS transactions; present transaction reviews and analysis at rating committees; develop an understanding of legal and accounting issues affecting a security; and contribute to research reports and press releases.

 

JOB REQUIREMENTS
Upon joining Fitch, the Analyst will benefit from a combination of in-person/on-the job and web-based training through Fitch’s Credit Academy to prepare them for their new role.

 

 

WHAT WE’D LIKE YOU TO HAVE
Position Requirements: Candidates must have at least one year of prior work experience to be considered – no exceptions. Candidate will have a strong academic track record and work ethic, and excellent quantitative and communication skills.

 

HOW TO APPLY

Apply Directly through the link below:

https://career5.successfactors.eu/career?career%5fns=job%5flisting&company=C0016306184P&navBarLevel=JOB%5fSEARCH&rcm%5fsite%5flocale=en%5fUS&career_job_req_id=28063&selected_lang=en_US&jobAlertController_jobAlertId=&jobAlertController_jobAlertName=&_s.crb=%2flzJ7bOwtf0aeNFQqjvRxee3vArVm3jBq3T%2fbImgf4g%3d

 

CLOSES
3/22/2021

 

 

Director - BRM Insurance - NY | Fitch Ratings | New York, NY | Credit

ABOUT FITCH RATINGS
At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity, employees work in an environment where they can be their true selves. Our inclusive and progressive approach helps us to keep a balanced perspective.

With our expertise, we are not only creating data and information, but also producing timely insights from every angle to influence decision making in this ever changing and highly competitive market. We have a relentless hunger to innovate and unlock the power of human insights and to drive value for our customers. There has never been a better time to make an impact and we invite you to join us on this journey.

Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide have helped fund a century of growth and enables you to make important credit judgments with confidence.

 

JOB DESCRIPTION
Department overview:

This role is based within the North American Financial Institutions Business and Relationship Management (“BRM”) group in New York or Chicago, responsible for originating new Insurance ratings as well as maintaining and strengthening relationships with existing clients (issuers), brokers, bankers, underwriters and other influential market participants. This is a client facing, relationship management, sales and marketing role.

 

JOB REQUIREMENTS
Responsibilities:
We are seeking an experienced relationship and new business manager for the Financial Institutions (FI) BRM team based out of our offices in New York or Chicago. As an integral member of the FI BRM group, this exciting role offers the opportunity to work within a fast-paced and dynamic team in a demanding, ever-changing and rapidly growing business environment. This is a relationship management and business development role like few others, working with North American Insurers, Brokers and DCM Banker contacts covering Fitch’s growing Insurance ratings portfolio.

Reporting to the Head of North America Insurance BRM, this highly self-motivated and focused individual will have direct responsibility for developing new insurance rating opportunities as well as running a comprehensive relationship management program with our existing clients and developing influential relationships with Brokers, DCM bankers and other bankers covering Insurance. The role also encapsulates developing and executing suitable marketing strategies to support business development and brand engagement within Fitch’s insurance segment.

Principal responsibilities will include:
The origination of new insurance rating mandates, either directly from new or existing issuers and from FI ratings advisors or other Bankers, Insurance Brokers and other Advisors.

Relationship Management of a portfolio of existing insurance rating relationships.
Develop and implement a suitable Broker and Underwriter engagement strategy, in order to further grow acceptance and use of Fitch’s insurance Financial Strength Ratings with these market participants in North America.
Develop and implement a suitable banker engagement strategy, in order to grow the Fitch insurance brand with ratings advisory, origination and DCM banker teams to help secure new rating mandates.
Preparation of pitches and other marketing materials to be used in new business generation and revenue retention initiatives.
Supporting line manager on bespoke tactical and strategic market engagement projects.
The preparation of fee letters, KYC and legal documentation associated with new mandates.
Help raise Fitch’s insurance brand profile with third parties including professional bodies (inc. NAIC) and other influential insurance Trade Associations and media.
As part of the marketing mix, implement a suitable events program to grow Fitch’s insurance brand in NA.
The role will involve working closely with the analytical teams to prioritize and execute on new mandates and pitching activities and with other Fitch teams, including corporate communications, events and accounts.

From the outset, the successful applicant will enjoy a significant degree of autonomy and responsibility, with excellent opportunities for self and career development. The individual must be a self-starter, be pro-active, have an eye for detail, be highly organized and have a strong follow-up and delivery ethos. The role will involve considerable travel (post Covid).

The ideal candidate would have experience and knowledge of: Debt Capital Markets and/or Insurance ratings – ideally gained from working within a similar role at a credit rating agency, in house at an Insurer, at an Insurance Broker, DCM banking, Commercial Insurance banking or other advisory role. The candidate must have excellent communication and influencing skills to C-suite level. Strong marketing and interpersonal skills are a pre-requisite with a successful track record of developing commercial relationships and opportunities. A strong network of suitable influencers/ bankers/ brokers/ insurers would also be highly useful.

 

 

WHAT WE’D LIKE YOU TO HAVE
Qualifications and experience:
This role requires an experienced individual (minimum five years) with highly developed and proven successful new business, relationship management and account management experience with the insurance market
A bachelor’s degree is required, and a master’s degree is preferred – though experience also counts
Strong understanding and experience of North American insurance markets as well as debt capital markets would be advantageous.
An existing network of relationships with Insurance Treasurers, IR teams, Rating Advisors, Brokers, DCM or insurance commercial bankers would also be advantageous
Able to work independently with a proactive mindset within a strategic framework and to tight deadlines, whilst maintaining high work standards and excellent attention to detail.
Team oriented, with ability to effectively build relationships both externally and internally
Advanced knowledge of PowerPoint, Excel, Word and experience of financial data systems such as Bloomberg and Reuters preferable.
Excellent English language skills are essential
Strong marketing and negotiation skills are also an advantage

 

HOW TO APPLY

Apply directly through the link below:

https://career5.successfactors.eu/career?career%5fns=job%5flisting&company=C0016306184P&navBarLevel=JOB%5fSEARCH&rcm%5fsite%5flocale=en%5fUS&career_job_req_id=27321&selected_lang=en_US&jobAlertController_jobAlertId=&jobAlertController_jobAlertName=&_s.crb=1PXwo8AULCiWD1cX2nyPqN2d6PsJjM7KR31fT2cZBpI%3d

 

CLOSES
4/5/2021

 

 

Senior Analyst/Associate Director - Insurance - NY | Fitch Ratings | New York, NY | Credit

ABOUT FITCH RATINGS
At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity, employees work in an environment where they can be their true selves. Our inclusive and progressive approach helps us to keep a balanced perspective.

With our expertise, we are not only creating data and information, but also producing timely insights from every angle to influence decision making in this ever changing and highly competitive market. We have a relentless hunger to innovate and unlock the power of human insights and to drive value for our customers. There has never been a better time to make an impact and we invite you to join us on this journey.

Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide have helped fund a century of growth and enables you to make important credit judgments with confidence.

 

JOB DESCRIPTION
Department Overview:
Fitch Ratings’ North American Insurance group provides public and private ratings of insurance companies and their debt instruments in United States, Canada, and Bermuda.

The department employs 18 credit analysts and staff in Chicago and New York, and is part of a global insurance team of approximately 70 staff members across North America, Europe Africa and the Middle East, Asia Pacific, and Latin America.

The department covers insurance sectors including Life, Property/Casualty, Reinsurance, Health, Mortgage, Title, Captives, Financial Guaranty, and Insurance-Linked Securitizations.

 

JOB REQUIREMENTS
Job Description:
Fitch Ratings is looking for a new Associate Director/Senior Analyst to provide credit analysis for our North American Insurance Group analyzing insurance companies with an emphasis on either Property/Casualty or Life Insurance in either Chicago or New York.

As a member of the North American Insurance analytical team, you will be in charge of a varied portfolio of regulated insurance companies, insurance holding companies, and issuances across either the property/casualty or life space, either as lead or secondary analyst role. The currently envisaged portfolio comprises approximately 10 insurance organization credits as lead analyst and 4 as secondary analyst. You will monitor and analyze company news flow and financial results to identify events or trends which may lead to rating changes. You will also conduct meetings with rated company’s senior management.

You will present and discuss recommendations for new ratings or rating changes, holding internal rating committees as well as communicating Fitch’s credit opinions externally. You will also be involved with ad-hoc sector commentaries and topical research. The role will also involve interaction with investors and bankers, as well as rated insurers. Some, but not an excessive level, of travel will be required (albeit this is currently severely limited due to the pandemic).

Primary duties:
• Lead coverage on a portfolio of property/casualty or life insurance companies
• Interacting with management of property/casualty or life insurance companies
• Preparing and presenting rating committee packages
• Participating in rating committees
• Writing company research
• Contributing to insurance industry research
• Participating in analytical projects utilizing industry financial data sources
• Back-up coverage on selected insurance companies
• Maintaining files in accordance with company policies

 

 

 

WHAT WE’D LIKE YOU TO HAVE
Qualifications and experience:
The role would suit an individual with previous analytical experience looking to develop further in an intellectually challenging, analytically rigorous yet supportive environment.

Fitch’s insurance analysts have diverse backgrounds, including career financial/credit analysts, professional services, or financial/operational roles in companies. Desirable qualities include:
• Bachelor’s degree
• Three years or more relevant experience in property/casualty or life insurance analysis or in a strategic planning, financial management or actuarial position within the insurance industry
• CFA/MBA/CPA or actuarial designations a plus
• Self-motivated professional
• Strong analytical, quantitative, and organizational skills
• Excellent written and verbal communication skills 
• Ability to shift fluidly between multiple projects as priorities change  
• Ability to excel in a team-oriented environment 
• Expertise in Excel and Word

 

HOW TO APPLY

Apply Directly through the link below :

https://career5.successfactors.eu/career?career%5fns=job%5flisting&company=C0016306184P&navBarLevel=JOB%5fSEARCH&rcm%5fsite%5flocale=en%5fUS&career_job_req_id=27441&selected_lang=en_US&jobAlertController_jobAlertId=&jobAlertController_jobAlertName=&_s.crb=1PXwo8AULCiWD1cX2nyPqN2d6PsJjM7KR31fT2cZBpI%3d

 

CLOSES
4/5/2021

 

 

Analyst/Senior Analyst - US Public Finance - Chicago | Fitch Ratings | Chicago, IL | Credit

ABOUT FITCH RATINGS
At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity, employees work in an environment where they can be their true selves. Our inclusive and progressive approach helps us to keep a balanced perspective.

With our expertise, we are not only creating data and information, but also producing timely insights from every angle to influence decision making in this ever changing and highly competitive market. We have a relentless hunger to innovate and unlock the power of human insights and to drive value for our customers. There has never been a better time to make an impact and we invite you to join us on this journey.

Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide have helped fund a century of growth and enables you to make important credit judgments with confidence.

 

JOB DESCRIPTION
The US Public Finance State and Local Government Team covers over 1,600 issuers throughout the United States. The team provides credit ratings for U.S. states and local government general obligation, lease revenue and dedicated tax bonds.

Fitch Ratings is seeking a credit analyst with 1-3 years (Analyst) or 3-5 years (Senior Analyst) of public finance related experience. The primary responsibilities of the successful candidate will be to focus on the analysis and rating of bonds and issuers in the United States.

 

JOB REQUIREMENTS
Responsibilities will primarily include:
• Working on ratings analysis and research on new and existing tax supported transactions. Evaluating credit structures and participating in transactional and non-transactional research.
• Identifying relevant trends, assessing their credit impact and highlighting these trends in updated industry and market focused reports/presentations.
• Gathering and analyzing quantitative and qualitative data and legal documents for the purpose of producing ratings, publishing credit reports, and contributing to special research reports.
• Meeting with senior management of issuers, investment bankers and financial advisors, to produce these ratings and reports for general publication.

 

 

 

WHAT WE’D LIKE YOU TO HAVE
Qualifications:
• Proven credit skills gained in a bank credit department, a rating agency, buy side credit department, etc.
• Bachelor’s or Master’s degree in Public/Government Administration, Political Science, Economics, Finance or Business preferred.
• Solid writing and verbal communication skills.
• Proficiency in Word and Excel.
• Ability to read and understand bond documents and ask probing questions to issuers and their advisers.
• Demonstrated ability to lead and handle multiple tasks in a fast paced environment.
• Ability to work to tight deadlines and display a strong degree of flexibility to take on additional responsibilities, as required

 

HOW TO APPLY

To apply, please use the link below:

https://career5.successfactors.eu/career?career%5fns=job%5flisting&company=C0016306184P&navBarLevel=JOB%5fSEARCH&rcm%5fsite%5flocale=en%5fUS&career_job_req_id=27106&selected_lang=en_US&jobAlertController_jobAlertId=&jobAlertController_jobAlertName=&_s.crb=1PXwo8AULCiWD1cX2nyPqN2d6PsJjM7KR31fT2cZBpI%3d

 

 

CLOSES
4/5/2021

 

 

Analyst/Senior Analyst - Model Development | Fitch Ratings | New York, NY | Credit

ABOUT FITCH RATINGS
At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity, employees work in an environment where they can be their true selves. Our inclusive and progressive approach helps us to keep a balanced perspective.

With our expertise, we are not only creating data and information, but also producing timely insights from every angle to influence decision making in this ever changing and highly competitive market. We have a relentless hunger to innovate and unlock the power of human insights and to drive value for our customers. There has never been a better time to make an impact and we invite you to join us on this journey.

Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide have helped fund a century of growth and enables you to make important credit judgments with confidence.

 

JOB DESCRIPTION
Fitch Ratings’ Model Development Team is looking for a model developer to help develop and enhance models used in Fitch’s rating analysis.

 

JOB REQUIREMENTS
Position Requirements:
• Advanced degree in statistics or other quantitative disciplines with solid statistical knowledge
• Solid quantitative modelling experience in R/Python
• 0-4 yrs experience in financial modelling
• Ability to solve problems using critical, rational and creative thinking
• Strong verbal and written communication skills
• Thorough attention to details
• Self-motivated and strong work ethic
• Previous exposure to credit rating analysis or credit modelling is a plus

 

 

HOW TO APPLY

Please apply directly through the link below:

https://career5.successfactors.eu/career?career%5fns=job%5flisting&company=C0016306184P&navBarLevel=JOB%5fSEARCH&rcm%5fsite%5flocale=en%5fUS&career_job_req_id=27422&selected_lang=en_US&jobAlertController_jobAlertId=&jobAlertController_jobAlertName=&_s.crb=1PXwo8AULCiWD1cX2nyPqN2d6PsJjM7KR31fT2cZBpI%3d

 

CLOSES
4/5/2021

 

 

Sr Analyst/Associate Director USPF Local Governments - NY | Fitch Ratings |New York, NY | Credit

ABOUT FITCH RATINGS
At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity, employees work in an environment where they can be their true selves. Our inclusive and progressive approach helps us to keep a balanced perspective.

With our expertise, we are not only creating data and information, but also producing timely insights from every angle to influence decision making in this ever changing and highly competitive market. We have a relentless hunger to innovate and unlock the power of human insights and to drive value for our customers. There has never been a better time to make an impact and we invite you to join us on this journey.

Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide have helped fund a century of growth and enables you to make important credit judgments with confidence.

 

JOB DESCRIPTION
The US Public Finance Group covers over 1,600 issuers throughout the United States. The team provides credit ratings for U.S. states and local government general obligation, lease revenue and dedicated tax bonds.

Fitch Ratings is seeking a credit analyst with about 3 years (Senior Analyst candidates) or 5 years (Associate Director candidates) of public finance related experience. The primary responsibilities of the successful candidate will be to focus on the analysis and rating of tax-supported bonds and issuers in the United States.

The successful candidate will be based in Chicago or New York.

 

JOB REQUIREMENTS
Responsibilities will primarily include:
• Working on ratings analysis and research on new and existing tax-supported transactions primarily for issuers located in states along the east coast from Maine to Florida and a select group of states in the Midwest. Evaluating credit structures and participating in transactional and non-transactional research.
• Identifying relevant trends, assessing their credit impact and highlighting these trends in updated industry and market-focused reports/presentations.
• Gathering and analyzing quantitative and qualitative data and legal documents for the purpose of producing ratings, publishing credit reports and contributing to special research reports.
• Meeting with senior management of issuers, investment bankers and financial advisors, to produce these ratings and reports for general publication.

 

 

 

WHAT WE’D LIKE YOU TO HAVE
Qualifications:
• Proven credit skills gained in a bank credit department, a rating agency, buy-side credit department, etc.
• Bachelor’s or Master’s degree in Public/Government Administration, Political Science, Economics, Finance or Business preferred.
• Solid writing and verbal communication skills.
• Proficiency in Word and Excel.
• Ability to read and understand bond documents and ask probing questions to issuers and their advisers.
• Demonstrated ability to lead and handle multiple tasks in a fast-paced environment.
• Ability to work to tight deadlines and display a strong degree of flexibility to take on additional responsibilities, as required

 

 

HOW TO APPLY

Apply Directly through the link below:

https://career5.successfactors.eu/career?career%5fns=job%5flisting&company=C0016306184P&navBarLevel=JOB%5fSEARCH&rcm%5fsite%5flocale=en%5fUS&career_job_req_id=28341&selected_lang=en_US&jobAlertController_jobAlertId=&jobAlertController_jobAlertName=&_s.crb=vpW3HlY0RBZFxCBoAkDzyIimbrSSMS%2bI8VesoQ6RaqU%3d

 

 

 

CLOSES
4/12/2021

 

 

Sr Analyst/Associate Director USPF Local Governments - Chicago | Fitch Ratings | Chicago, IL | Credit

ABOUT FITCH RATINGS
At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity, employees work in an environment where they can be their true selves. Our inclusive and progressive approach helps us to keep a balanced perspective.

With our expertise, we are not only creating data and information, but also producing timely insights from every angle to influence decision making in this ever changing and highly competitive market. We have a relentless hunger to innovate and unlock the power of human insights and to drive value for our customers. There has never been a better time to make an impact and we invite you to join us on this journey.

Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide have helped fund a century of growth and enables you to make important credit judgments with confidence.

 

JOB DESCRIPTION
The US Public Finance Group covers over 1,600 issuers throughout the United States. The team provides credit ratings for U.S. states and local government general obligation, lease revenue and dedicated tax bonds.

Fitch Ratings is seeking a credit analyst with about 3 years (Senior Analyst candidates) or 5 years (Associate Director candidates) of public finance related experience. The primary responsibilities of the successful candidate will be to focus on the analysis and rating of tax-supported bonds and issuers in the United States.

The successful candidate will be based in Chicago or New York.

 

JOB REQUIREMENTS
Responsibilities will primarily include:
• Working on ratings analysis and research on new and existing tax-supported transactions primarily for issuers located in states along the east coast from Maine to Florida and a select group of states in the Midwest. Evaluating credit structures and participating in transactional and non-transactional research.
• Identifying relevant trends, assessing their credit impact and highlighting these trends in updated industry and market-focused reports/presentations.
• Gathering and analyzing quantitative and qualitative data and legal documents for the purpose of producing ratings, publishing credit reports and contributing to special research reports.
• Meeting with senior management of issuers, investment bankers and financial advisors, to produce these ratings and reports for general publication.

 

 

 

WHAT WE’D LIKE YOU TO HAVE
Qualifications:
• Proven credit skills gained in a bank credit department, a rating agency, buy-side credit department, etc.
• Bachelor’s or Master’s degree in Public/Government Administration, Political Science, Economics, Finance or Business preferred.
• Solid writing and verbal communication skills.
• Proficiency in Word and Excel.
• Ability to read and understand bond documents and ask probing questions to issuers and their advisers.
• Demonstrated ability to lead and handle multiple tasks in a fast-paced environment.
• Ability to work to tight deadlines and display a strong degree of flexibility to take on additional responsibilities, as required

 

 

HOW TO APPLY

Through the link below-

https://career5.successfactors.eu/career?career%5fns=job%5flisting&company=C0016306184P&navBarLevel=JOB%5fSEARCH&rcm%5fsite%5flocale=en%5fUS&career_job_req_id=28361&selected_lang=en_US&jobAlertController_jobAlertId=&jobAlertController_jobAlertName=&_s.crb=vpW3HlY0RBZFxCBoAkDzyIimbrSSMS%2bI8VesoQ6RaqU%3d

 

 

 

 

CLOSES
4/12/2021

 

 

Senior Analyst - Industrials & Transportation | Fitch Ratings | New York, NY | Credit

ABOUT FITCH RATINGS
At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity, employees work in an environment where they can be their true selves. Our inclusive and progressive approach helps us to keep a balanced perspective.

With our expertise, we are not only creating data and information, but also producing timely insights from every angle to influence decision making in this ever changing and highly competitive market. We have a relentless hunger to innovate and unlock the power of human insights and to drive value for our customers. There has never been a better time to make an impact and we invite you to join us on this journey.

Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide have helped fund a century of growth and enables you to make important credit judgments with confidence.

 

JOB DESCRIPTION
Fitch is seeking a Senior Analyst for the Industrials & Transportation team in the Corporate Finance group. The ideal candidate is someone who:

– has some knowledge of and/or a keen interest in learning more about the Industrials and Transportation sectors, including Aerospace & Defense, Diversified Manufacturing, Capital Goods, Autos and suppliers, Airlines, Logistics, and General Industrials;
– has a professional background in capital markets, credit, financial and/or strategic analysis, plus a solid understanding of financial statements;
– wants to deepen their exposure to and understanding of the debt capital markets;
– is a strong team player with the ability to proactively and successfully interact with various stakeholders, both within and outside the organization;
– has an ultimate career objective of developing a reputation as a credit expert and an industry authority;
– enjoys critical thinking, including developing and sharing well-reasoned opinions.

 

JOB REQUIREMENTS
Essential Functions of this position include:

-Perform quantitative analysis including comprehensive financial statement forecasting, comparable analysis and bankruptcy evaluation;
-Perform qualitative analysis focused on factors such as business models, competitive strengths, management strategy, industry analysis and regulatory considerations;
– Assist lead analysts in developing credit rating recommendations through extensive research and financial modelling support;
– Take responsibility for monitoring and proactively assessing a small portfolio of companies, including presenting analysis and opinion recommendations to credit committees;
-Assist in maintaining Fitch’s financial database;
– Participate in meetings with Industrial and Transportation industry executive-level management teams to strengthen understanding of their business and its industry;
– Support and contribute to research publications for the team and Fitch’s Leveraged Finance initiative.

What you’re working towards as an analyst with Fitch:

Through career advancement, the Senior Analyst is working towards developing a reputation as a thought leader providing the debt markets with high-quality analysis and forward-looking views. The Senior Analyst will have the opportunity to develop through both an extensive credit and financial analysis curriculum and working directly with highly experienced sector analysts. Over their career, the successful Senior Analyst can expect responsibility for increasingly complex and high-profile coverage. These responsibilities will ultimately include a market facing role.

 

 

 

WHAT WE’D LIKE YOU TO HAVE
Position Requirements
– Bachelor’s degree at minimum, MBA or other advanced degree a plus;
– CFA candidate preferred, CFA/CPA a plus;
– 1-2+ years relevant experience, some coverage or knowledge of the Industrials and Transportation sectors a plus;
– Capital markets and/or credit analysis experience a plus;
– Strong understanding of Excel and Word;
– Strong analytical, quantitative, and organizational skills;
– Excellent written and verbal communication skills;
– Ability to shift fluidly between multiple projects as priorities change;
– Ability to excel in a team-oriented environment.

 

 

HOW TO APPLY

Apply Directly through the link below:

https://career5.successfactors.eu/career?career%5fns=job%5flisting&company=C0016306184P&navBarLevel=JOB%5fSEARCH&rcm%5fsite%5flocale=en%5fUS&career_job_req_id=26266&selected_lang=en_US&jobAlertController_jobAlertId=&jobAlertController_jobAlertName=&_s.crb=qAqaah78tHz0vXEk60mPk3e5lTalfP%2fyTPvtf0y9yB0%3d

 

CLOSES
5/1/2021

 

 

Director - Utilities, Power and Gas | Fitch Ratings | New York, NY | Credit

ABOUT FITCH RATINGS
At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity, employees work in an environment where they can be their true selves. Our inclusive and progressive approach helps us to keep a balanced perspective.

With our expertise, we are not only creating data and information, but also producing timely insights from every angle to influence decision making in this ever changing and highly competitive market. We have a relentless hunger to innovate and unlock the power of human insights and to drive value for our customers. There has never been a better time to make an impact and we invite you to join us on this journey.

Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide have helped fund a century of growth and enables you to make important credit judgments with confidence.

 

JOB DESCRIPTION
Fitch is seeking a Director for coverage of the Utilities, Power and Gas sectors. The ideal candidate is someone who:
– has a demonstrated understanding of and a keen interest in Utilities, Power, & Gas sectors.
– has a professional background in capital markets and/or credit analysis and well developed financial statement analysis skills;
– has experience in interpreting complex legal documents such as bank agreements and bond indentures;
– wants to deepen their exposure to and understanding of the debt capital markets;
– has a strong pattern of leadership and the ability to proactively and successfully interact with various stakeholders, both within and outside of the organization.

Qualitative credentials will weigh meaningfully in the selection of the candidate. A healthy sense of intellectual curiosity is critical, along with a demonstrated willingness and ability to attack and explain topics of analytical complexity. Fitch is a team-oriented work environment, so excellent communication skills are essential, as is a high productivity work-ethic and results oriented mindset.

 

 

JOB REQUIREMENTS
Essential Functions of this position include:
-Performing analysis of key quantitative and qualitative factors influencing credit quality of companies in the Utilities, Power, & Gas industries.
– Developing and maintaining comprehensive financial models;
– Conducting and/or participating in meetings with management teams;
– Presenting analysis of companies to internal credit rating committees;
– Involvement in communicating rating rationale to external audiences (primarily institutional investors, sell-side analysts and media) in meetings, conference calls, press releases and written research reports;
– Participating in the evaluation of other credits within Corporates, as well as other related credit groups.

 

 

 

 

WHAT WE’D LIKE YOU TO HAVE
Position Requirements
– Bachelor’s degree at minimum, MBA or other advanced degree a plus;
– CFA/CPA preferred;
– 7+ years relevant experience, which must include some coverage or knowledge of the Utilities, Power, & Gas. sectors;
– capital markets and/or credit analysis experience a plus;
– Expertise in Excel and Word;
– Strong analytical, quantitative, and organizational skills;
– Excellent written and verbal communication skills;
– Ability to shift fluidly between multiple projects as priorities change;
– Ability to excel in a team oriented environment.

 

 

HOW TO APPLY

Apply directly through the link below:

https://career5.successfactors.eu/career?career%5fns=job%5flisting&company=C0016306184P&navBarLevel=JOB%5fSEARCH&rcm%5fsite%5flocale=en%5fUS&career_job_req_id=26241&selected_lang=en_US&jobAlertController_jobAlertId=&jobAlertController_jobAlertName=&_s.crb=qAqaah78tHz0vXEk60mPk3e5lTalfP%2fyTPvtf0y9yB0%3d

 

 

CLOSES
5/1/2021

 

 

Associate Director/Director - Aviation/Transportation | Fitch Ratings | New York, NY | Credit

ABOUT FITCH RATINGS
At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity, employees work in an environment where they can be their true selves. Our inclusive and progressive approach helps us to keep a balanced perspective.

With our expertise, we are not only creating data and information, but also producing timely insights from every angle to influence decision making in this ever changing and highly competitive market. We have a relentless hunger to innovate and unlock the power of human insights and to drive value for our customers. There has never been a better time to make an impact and we invite you to join us on this journey.

Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide have helped fund a century of growth and enables you to make important credit judgments with confidence.

 

JOB DESCRIPTION
Fitch is seeking an aviation/transportation sector analyst at the Associate Director or Director level. The position sits within the Industrials & Transportation team in Fitch’s Corporate Finance group, and will report to one of the team’s Senior Directors. The ideal candidate is someone who:

– has prior experience analyzing the airline and transportation industries. Knowledge of aircraft backed debt transactions including enhanced equipment trust certificates (EETCs) is a plus. Interest or prior background in other Industrials and Transportation sectors, including Aerospace & Defense, is also beneficial;
– has a professional background in capital markets, credit, leveraged finance, financial and/or strategic analysis, plus an understanding of financial statements;
– is a strong team player with the ability to proactively and successfully interact with various stakeholders, both within and outside the organization;
– has an ultimate career objective of developing a reputation as a credit expert and an industry authority;
– enjoys critical thinking, including developing and sharing well-reasoned opinions.

 

JOB REQUIREMENTS
Qualitative credentials will weigh meaningfully in the selection of the candidate. A healthy sense of intellectual curiosity is critical, along with a demonstrated willingness and ability to attack and explain topics of analytical complexity. Fitch is a team-oriented work environment, so excellent communication skills are essential, as is a high productivity work-ethic, results-oriented mindset and positive attitude.

Essential functions of this position include:

– Perform quantitative analysis including comprehensive financial statement forecasting, comparable analysis and bankruptcy evaluation;
– Perform qualitative analysis focused on factors such as business models, competitive strengths, management strategy, industry analysis and regulatory considerations;
– Take responsibility for monitoring and proactively assessing a portfolio of companies, including presenting analysis and opinion recommendations to credit committees;
– Participate in meetings with Transportation industry executive-level management teams to strengthen understanding of their business and industry;
– Develop and enhance relationships with key third party industry contacts including investors and bankers;
– Support and contribute to research publications for the team and Fitch’s Leveraged Finance initiative;
– Assist in maintaining Fitch’s financial database.

 

 

 

 

WHAT WE’D LIKE YOU TO HAVE
What you’re working towards as an analyst with Fitch:

Through career advancement, the Associate Director/Director is working towards developing a reputation as a thought leader providing the debt markets with high-quality analysis and forward-looking views. Over their career, the successful candidate can expect responsibility for increasingly complex and high-profile coverage.

Position Requirements
– Bachelor’s degree at minimum, MBA or other advanced degree a plus;
– CFA candidate preferred, CFA/CPA a plus;
– 5+ years relevant experience, coverage or knowledge of the aviation/transportation sectors desired;
– Capital markets and/or credit analysis experience a plus;
– Strong understanding of Excel and Word;
– Strong analytical, quantitative, and organizational skills;
– Excellent written and verbal communication skills;
– Ability to shift fluidly between multiple projects as priorities change;
– Ability to excel in a team-oriented environment.

 

 

 

HOW TO APPLY

Apply directly through the link below:

https://career5.successfactors.eu/career?career%5fns=job%5flisting&company=C0016306184P&navBarLevel=JOB%5fSEARCH&rcm%5fsite%5flocale=en%5fUS&career_job_req_id=27742&selected_lang=en_US&jobAlertController_jobAlertId=&jobAlertController_jobAlertName=&_s.crb=qAqaah78tHz0vXEk60mPk3e5lTalfP%2fyTPvtf0y9yB0%3d

 

 

 

CLOSES
5/1/2021

 

 

Associate Director - Business Relationship Management for NY based Latin America | Fitch Ratings | New York, NY | Credit

ABOUT FITCH RATINGS
At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity, employees work in an environment where they can be their true selves. Our inclusive and progressive approach helps us to keep a balanced perspective.

With our expertise, we are not only creating data and information, but also producing timely insights from every angle to influence decision making in this ever changing and highly competitive market. We have a relentless hunger to innovate and unlock the power of human insights and to drive value for our customers. There has never been a better time to make an impact and we invite you to join us on this journey.

Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide have helped fund a century of growth and enables you to make important credit judgments with confidence.

 

JOB DESCRIPTION
The principal objective of banker coverage is to generate new ratings mandates across all sectors, and to ensure Fitch participation on capital markets deals and achievement of budget targets, through relationship development and consistent, targeted marketing.

Responsibilities:

Maintain and enhance relationships with US based Latin America debt capital markets, loan syndication, advisory, private placement, client coverage and special situations bankers. Coordinate outreach at all levels from group heads to junior analysts.
Oversee regional outreach strategy in collaboration with local relationship managers.
Create and maintain org charts including contacts relevant to international and local capital markets for all relevant banks in the region. Update real time or minimum bi-weekly.
Maintain a regional log of price quotes shared with bankers. Maintain a real time log of international and local market issuances.
Research Fitch inclusion in all bond and loan documentation as well as third party investment guidelines. Work with bankers, issuers, lawyers and other third parties to change language where opportunities exist.
Use data analytics to identify commercial opportunities and develop arguments around use of ratings, spreads, credit trends, market dynamics.
Create, prepare and present marketing messages and campaigns highlighting factors which differentiate Fitch and its published ratings and research from the competition.
Build out and update contacts in Client Lifecycle Management to ensure distribution of marketing messages and strategic research.
Execute internal and external aspects of the ratings engagement process in accordance with Fitch policy as well as local and international regulation including legal documentation and Know Your Customer.
Create and maintain library of pitch books and other marketing materials.
Liaise with global relationship management teams to share best practices and ensure consistent coverage and messaging.

 

JOB REQUIREMENTS
Position Requirements:

Minimum of 5+ years of experience preferably for Latin America banking at an established bank or boutique
Basic understanding of credit and familiarity with cross border and local Latin America debt markets
Business fluency in Spanish and/or Portuguese in addition to English
Proficiency with Bloomberg and other data providers; basic programming and experience generating business ideas using big data
Ability to work on teams in a matrix organization
Availability to travel

 

 

 

WHAT WE’D LIKE YOU TO HAVE
N/A

 

 

HOW TO APPLY

Apply Directly through the link below:

https://career5.successfactors.eu/career?career%5fns=job%5flisting&company=C0016306184P&navBarLevel=JOB%5fSEARCH&rcm%5fsite%5flocale=en%5fUS&career_job_req_id=28067&selected_lang=en_US&jobAlertController_jobAlertId=&jobAlertController_jobAlertName=&_s.crb=qAqaah78tHz0vXEk60mPk3e5lTalfP%2fyTPvtf0y9yB0%3d

 

 

 

 

CLOSES
5/1/2021

 

 

Director, Business Relationship Management, Insurance/Reinsurance - NY | Fitch Ratings | New York, NY | Credit

ABOUT FITCH RATINGS
At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to have a real impact. We embrace diversity and appreciate authenticity, employees work in an environment where they can be their true selves. Our inclusive and progressive approach helps us to keep a balanced perspective.

With our expertise, we are not only creating data and information, but also producing timely insights from every angle to influence decision making in this ever changing and highly competitive market. We have a relentless hunger to innovate and unlock the power of human insights and to drive value for our customers. There has never been a better time to make an impact and we invite you to join us on this journey.

Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide have helped fund a century of growth and enables you to make important credit judgments with confidence.

 

JOB DESCRIPTION
We are seeking an experienced relationship and new business manager for the Financial Institutions (FI) BRM team based out of our offices in New York or Chicago. As an integral member of the FI BRM group, this exciting role offers the opportunity to work within a fast-paced and dynamic team in a demanding, ever-changing and rapidly growing business environment. This is a relationship management and business development role like few others, working with North American Insurers, Brokers and DCM Banker contacts covering Fitch’s growing Insurance ratings portfolio.

Reporting to the Head of North America Insurance BRM, this highly self-motivated and focused individual will have direct responsibility for developing new insurance rating opportunities as well as running a comprehensive relationship management program with our existing clients and developing influential relationships with Brokers, DCM bankers and other bankers covering Insurance. The role also encapsulates developing and executing suitable marketing strategies to support business development and brand engagement within Fitch’s insurance segment.

Principal responsibilities will include:

The origination of new insurance rating mandates, either directly from new or existing issuers and from FI ratings advisors or other Bankers, Insurance Brokers and other Advisors.
Relationship Management of a portfolio of existing insurance rating relationships.
Develop and implement a suitable Broker and Underwriter engagement strategy, in order to further grow acceptance and use of Fitch’s insurance Financial Strength Ratings with these market participants in North America.
Develop and implement a suitable banker engagement strategy, in order to grow the Fitch insurance brand with ratings advisory, origination and DCM banker teams to help secure new rating mandates.
Preparation of pitches and other marketing materials to be used in new business generation and revenue retention initiatives.
Supporting line manager on bespoke tactical and strategic market engagement projects.
The preparation of fee letters, KYC and legal documentation associated with new mandates.
Help raise Fitch’s insurance brand profile with third parties including professional bodies (inc. NAIC) and other influential insurance Trade Associations and media.
As part of the marketing mix, implement a suitable events program to grow Fitch’s insurance brand in NA.
The role will involve working closely with the analytical teams to prioritize and execute on new mandates and pitching activities and with other Fitch teams, including corporate communications, events and accounts.

 

JOB REQUIREMENTS
From the outset, the successful applicant will enjoy a significant degree of autonomy and responsibility, with excellent opportunities for self and career development. The individual must be a self-starter, be pro-active, have an eye for detail, be highly organized and have a strong follow-up and delivery ethos. The role will involve considerable travel (post Covid).

The ideal candidate would have experience and knowledge of: Debt Capital Markets and/or Insurance ratings – ideally gained from working within a similar role at a credit rating agency, in house at an Insurer, at an Insurance Broker, DCM banking, Commercial Insurance banking or other advisory role. The candidate must have excellent communication and influencing skills to C-suite level. Strong marketing and interpersonal skills are a pre-requisite with a successful track record of developing commercial relationships and opportunities. A strong network of suitable influencers/ bankers/ brokers/ insurers would also be highly useful.

Qualifications and experience:
This role requires an experienced individual (minimum five years) with highly developed and proven successful new business, relationship management and account management experience with the insurance market
A bachelor’s degree is required, and a master’s degree is preferred – though experience also counts
Strong understanding and experience of North American insurance markets as well as debt capital markets would be advantageous.
An existing network of relationships with Insurance Treasurers, IR teams, Rating Advisors, Brokers, DCM or insurance commercial bankers would also be advantageous
Able to work independently with a proactive mindset within a strategic framework and to tight deadlines, whilst maintaining high work standards and excellent attention to detail.
Team oriented, with ability to effectively build relationships both externally and internally
Advanced knowledge of PowerPoint, Excel, Word and experience of financial data systems such as Bloomberg and Reuters preferable.
Excellent English language skills are essential
Strong marketing and negotiation skills are also an advantage

 

 

 

WHAT WE’D LIKE YOU TO HAVE
N/A

 

 

HOW TO APPLY

Apply directly through the link below:

https://career5.successfactors.eu/career?career%5fns=job%5flisting&company=C0016306184P&navBarLevel=JOB%5fSEARCH&rcm%5fsite%5flocale=en%5fUS&career_job_req_id=27321&selected_lang=en_US&jobAlertController_jobAlertId=&jobAlertController_jobAlertName=&_s.crb=qAqaah78tHz0vXEk60mPk3e5lTalfP%2fyTPvtf0y9yB0%3d

 

 

 

 

 

CLOSES
5/1/2021

 

 

power

Account Manager | Raptor Maps | Boston, MA or Remote | Power

ABOUT RAPTOR MAPS
Solar power is the largest source of new energy in the world. Raptor Maps is a fast-growing Boston-based startup that builds software to manage solar farm maintenance and construction with drones and manned aircraft aerial thermography inspections. We work with customers across the solar industry, including owners, builders, operators, and drone service providers. We currently have customers across 34 countries and are the industry leaders, with 31 million solar panels under management. We are located at Greentown Labs (the world’s largest cleantech incubator), in Union Square Somerville, and funded by Y Combinator.

JOB DESCRIPTION
We are looking for an Enterprise Account Manager to join our highly successful and growing Sales team to help us expand our domestic and global customer base. We are customer-centric and passionate about putting our Global clients first and delivering a best-in-class solution.
Raptor Maps’ Sales Team is responsible for successfully supporting and selling into our top accounts across several verticals in the Solar industry, including but not limited to Asset Management, Engineering, Construction, Manufacturers, Developers, Financiers, and Operations & Maintenance. We build and implement account plans to deliver maximum revenue potential while ensuring customer return on investment (ROI).

JOB REQUIREMENTS

  • Drive revenue by closing project-based proposals and Service Level/Framework Agreements that meet and exceed sales quota on a monthly, quarterly and annual basis
  • Develop and execute a sales strategy with equal emphasis on selling to existing customers and contacts as well as new departments and offices within existing customer accounts
  • Collaborate with Project Management, Product Management, and Marketing, as key partners in hitting company goals and delivering value to our customers
  • Represent Raptor Maps’ competitive advantages and demonstrated record of experience delivering said services and solutions
  • Educate and guide prospects through the buyer’s journey to help them learn how Raptor Maps can solve their business challenges including scaling, efficiencies, and asset performance
  • Bring your thinking, strategies, and ideas to advance our company’s mission, values, and vision for the future of the planet

WHAT WE’D LIKE YOU TO HAVE
Qualifications:

  • 3+ years of sales or relevant experience; ideally in a B2B SaaS company and/or within the renewable energy and utility industry
  • Consistent track record of quota achievement
  • Experience with managing and growing accounts and in working with large, complex deals
  • Knowledge and experience in senior stakeholder management with the ability to engage confidently at C-level
  • Excellent written and oral communication skills
  • Accurate forecasting and pipeline management
  • Experience with working in a fast-growing company
  • Terrific consultative sales skills and skilled at asking critical sales questions
  • Ability to work individually and collaboratively within a team environment
  • Tech-savvy and eagerness to learn new technology and practices
  • Bachelor’s degree or comparable experience

Preferred Qualifications:

  • Experience in the Solar, Renewables, and/or Energy industry
  • Professionally fluent in Spanish, German, Italian, French, and/or Japanese
  • Experience using HubSpot CRM, Slack, UberConference, and DropBox
  • Trained on MEDDIC and/or other Enterprise sales methodology

HOW TO APPLY

https://raptor-maps.breezy.hr/p/9081f24a6f6a

private equity & venture

Associate | LFM Capital | Nashville, TN | Private Equity/Venture

ABOUT LFM CAPITAL
Founded in 2014 and headquartered in Nashville, TN, LFM Capital is a private equity firm that invests in private lower middle-market North American manufacturing and industrial services companies with outstanding growth prospects. LFM was founded by a team of experienced and successful Fortune 50 global operating executives and private equity professionals who bring decades of management leadership, operating best practices and a successful track record in lower middle-market investing. LFM has raised $295 million of committed capital and targets lead or control investments in market-leading niche manufacturing and industrial service companies with enterprise values in the range of $15 to $125 million. For more information, please visit www.lfmcapital.com.

JOB DESCRIPTION
LFM Capital is seeking an Associate to join the firm’s Investment Team. The Associate will focus on all aspects of the firm’sinvestment mandate including analyzing and executing private equity investments, as well as monitoring portfolio companies and supporting value creation initiatives. The position requires transaction evaluation including business, industry and financial due diligence, modeling and valuation, and preparation of investment committee memoranda and presentations.

JOB REQUIREMENTS
Key responsibilities will include:

  • Evaluating new investment opportunities including leading financial analysis/modeling, industry research, competitive research, and general due diligence on potential investments
  • Developing flexible financial models to analyze investment projections and returns and perform valuation analyses
  • Coordinating and leading key aspects of third-party due diligence
  • Drafting investment memoranda and other internal and investor communications
  • Assisting in negotiation and documentation of M&A and financing transactions
  • Working directly with lending partners to raise debt financing for new transactions
  • Actively managing existing portfolio investments and supporting portfolio companies’ management teams
  • Working directly with the management teams at portfolio companies to implement strategic plans, drive acquisition opportunities, assist with budgeting and forecasting, and support other board level initiatives

WHAT WE’D LIKE YOU TO HAVE
Qualified candidate should demonstrate sound investment judgment and have strong analytical and financial modeling skills with prior work experience (1 – 3 years) in investment banking, private equity, or management consulting. Transaction execution and diligence experience is required. Investing out of its second fund, LFM maintains an entrepreneurial environment and the candidate must be self-motivated and able to work as part of a small team encompassing investment, operations, and accounting personnel. The position requires a mature and ambitious individual who is comfortable handling multiple assignments efficiently. The candidate must also possess exceptional interpersonal and oral/written communications skills.

HOW TO APPLY
All interested candidates should send their resumes to Conner Harris (Conner@lfmcapital.com).

Operational Due Diligence Analyst | Aksia | San Diego, CA | Private Equity/Venture

ABOUT AKSIA
Aksia provides specialist alternative investment research and portfolio advisory solutions to institutional investors.

Aksia LLC, together with its wholly-owned subsidiaries, (collectively, “Aksia”) advises on over $150 billion of client alternative allocations. We represent experienced pension plans, insurance companies, government-related institutions, endowments, foundations and superannuation funds.

Aksia employs over 250 professionals organized into specialist teams, including 122 investment research, operational due diligence, and risk management professionals. The firm is 100% employee owned by its 16 partners and is headquartered in New York, with offices in San Diego, London, Tokyo, Danvers, Athens, and Hong Kong.

JOB DESCRIPTION
Aksia is actively seeking an Analyst to join our Operational Due Diligence team.  Operational due diligence involves on-site visits/meetings with fund managers, verification with various service providers, reference checking, and document reviews.  A significant portion of the role will entail liaising with external parties while performing due diligence and background checks, as well as reviewing underlying funds’ financial and legal documents.  Drafting reports involves extensive writing for Aksia’s institutional clients.  New hires will develop both the subjective and objective skills necessary to assess the business risks of alternative funds from an investor’s perspective.  Over time, all operational due diligence professionals are expected to forge their own relationships throughout the industry.

This position is based in Aksia’s San Diego office and will include regular interaction with global colleagues and clients.

JOB REQUIREMENTS

  • Conducting operational due diligence calls and meetings
  • Assessing fraud risk, back office sufficiency, conflicts of interest and other potential business risks
  • Drafting research reports and communicating research findings to clients

WHAT WE’D LIKE YOU TO HAVE

  • 1 to 3 years of accounting, audit, operations, compliance or legal experience
  • Solid academic record
  • Strong writing and communication skills
  • Ability to think analytically and critically
  • Positive attitude
  • Team player
  • Strong work ethic

HOW TO APPLY
Please apply here: https://www.aksia.com/careers.htm?gh_jid=4636073002&gh_src=20abc51e2

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

ABOUT DIVERSIFIED TRUST
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.

JOB DESCRIPTION
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.

JOB REQUIREMENTS
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

WHAT WE’D LIKE YOU TO HAVE

  • 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

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

Investor Reporting and Compliance Analyst | Graham Partners | Newtown Square, PA | Private Equity/Venture

ABOUT GRAHAM PARTNERS
Graham Partners, Inc. is a private investment firm focused on investing in technology-driven companies that are spurring innovation in advanced manufacturing, resulting in product substitutions, raw materials conversions and disruptions to traditional end markets. Graham Partners targets companies with EBITDA between $5 million and $50 million, and will invest in smaller companies to the extent they complement one or more of its other holdings. Since the firm’s founding in 1988 by Steven Graham, Graham Partners has closed over 130 acquisitions, joint ventures, financings, and divestitures. The committed capital raised since inception through the Graham Partners funds together with Graham-led co-investments totals approximately $3.4 billion, which differs from Regulatory Assets Under Management. Investors include university endowments, charitable foundations, financial institutions, and private investors. Based in suburban Philadelphia, the firm has access to extensive operating resources and industrial expertise and is a member of The Graham Group, an alliance of independently owned and operated industrial and investment management businesses that share in the common legacy of entrepreneur Donald Graham.

 

JOB DESCRIPTION
Graham Partners, a leading, established private equity firm based in Newtown Square, Pennsylvania with a focus on control leveraged buyouts of middle market industrial companies, seeks to hire an Investor Reporting and Compliance Analyst to join its Newtown Square, PA Investor Relations team. This position will report to the Managing Principal who oversees the firm’s Investor Relations activities. This position is being driven by the high priority Graham Partners places on investor transparency and responsiveness, to uphold its commitment to best practices in the midst of a rapidly evolving regulatory environment.

 

JOB REQUIREMENTS
Roles and Responsibilities:
-Maintain sophisticated financial models for portfolio company valuations, forecasting performance, and track record reporting purposes
-Handle the development of materials in response to prospective and existing investor requests
-Oversee the day-to-day implementation of the firm’s Advertising and Marketing Compliance Policies across all aspects of Graham Partners’ Investor Relations program, spanning Reporting, Marketing/Fundraising, and Advertising. Act as coordinator between the firm’s compliance and marketing personnel, to ensure adherence to all rules, regulations, policies, and procedures with enablement of business objectives, service, and quality
-Collaborate with other departments across the organization (Compliance, Investor Relations, Accounting, Graham Partners Operating Company, Investment Management, Deal Sourcing, etc.). Consult with the firm’s independent legal counsel and advisors as needed to resolve compliance issues
-Ensure all materials produced by Investor Relations for reporting and/or marketing have the appropriate disclosures and fulfill the firm’s obligations as an RIA (footnotes, confidentiality provisions, disclosure statements, etc.). Review advertising materials, investor communications, website, sales literature, and other external and internal communications
-Facilitate secondary transactions, participating in due diligence calls and legal negotiations on transfer agreements
-In collaboration with the firm’s executive leadership, accounting, and IR teams, participate in creating and refining models and analyses to aid strategic decision making, including exit sensitivity analysis, capital deployment analysis, portfolio construction analysis, j-curve analysis, co-investment analysis, secondary model, projections model, attribution analysis, GP-led liquidity model for restructuring older fund(s), etc.

 

WHAT WE’D LIKE YOU TO HAVE
CANDIDATES SHOULD POSSESS THE FOLLOWING:
-1 – 3 years of relevant experience
-Strong proficiency in excel, and comfort working with numbers and general accounting concepts. Preference given to candidates with financial modeling expertise
-Strong attention to detail with excellent organizational skills
-Keen sense of urgency with high degree of responsiveness and follow-through
-Robust writing, analytical, and communication skills.
-Experience with an institutional asset manager with specific understanding of alternative/private equity strategies preferred but not required
-Experience advising sales teams on the presentation of track record and performance metrics for compliance with applicable rules, regulations, and advisor policies and procedures preferred but not required

 

HOW TO APPLY
If you meet all above criteria and would like to be considered for this opening, please apply at this link: https://www.applicantpro.com/openings/grahampartners/jobs/1656418-440823

 

CLOSES
4/1/2021

Investor Relations Analyst | Graham Partners | Newtown Square, PA | Private Equity/Venture

ABOUT GRAHAM PARTNERS
Graham Partners, Inc. is a private investment firm focused on investing in technology-driven companies that are spurring innovation in advanced manufacturing, resulting in product substitutions, raw materials conversions and disruptions to traditional end markets. Graham Partners targets companies with EBITDA between $5 million and $50 million, and will invest in smaller companies to the extent they complement one or more of its other holdings. Since the firm’s founding in 1988 by Steven Graham, Graham Partners has closed over 130 acquisitions, joint ventures, financings, and divestitures. The committed capital raised since inception through the Graham Partners funds together with Graham-led co-investments totals approximately $3.4 billion, which differs from Regulatory Assets Under Management. Investors include university endowments, charitable foundations, financial institutions, and private investors. Based in suburban Philadelphia, the firm has access to extensive operating resources and industrial expertise and is a member of The Graham Group, an alliance of independently owned and operated industrial and investment management businesses that share in the common legacy of entrepreneur Donald Graham.

 

JOB DESCRIPTION
Graham Partners, Inc., a leading, established private equity firm based in Newtown Square, Pennsylvania with a focus on control leveraged buyouts of middle market advanced manufacturing and industrial technology companies, is seeking to hire an analyst within its Investor Relations Group.

 

JOB REQUIREMENTS
This role is an analyst position within Graham Partners’ Investor Relations Group, a team that is responsible for all aspects of investor relations, fundraising, and marketing for the firm. The individual will play a supporting role to all team members and will be involved in interaction with current and prospective investors, financial analysis, research, and the creation of reporting and marketing documents. Specific responsibilities will include:
-Playing a supporting role in drafting and updating investor presentations including (i) updates on current investment activities, (ii) detailed portfolio company summary analyses, (iii) management discussion and analyses (MD&As), which accompany fund financial statements, (iv) fund level Advisory Board presentations, (v) press releases related to new investments, monetizations, and other significant firm activities, and (vi) any other communications to the firm’s investors and to the broader investment community
-Participating in the development and updating of fundraising materials (PPM, presentation booklets, brochures, subscription documents, etc.) and drafting initial responses to prospective investor questionnaires
-Tracking contact with investors
-Playing a key role in the firm’s annual Limited Partners meeting, including drafting presentation materials, organizing, and communicating with speakers and attendees, and working on logistics for the event
-Assisting in the preparation of an institutional quality data room to facilitate current and prospective investors’ due diligence requirements
-Running financial models and preparing financial analyses
-Preparing and sending out information that has been requested by investors, such as cash flow projections, co-investment binders, data room materials, reference lists, etc.

 

WHAT WE’D LIKE YOU TO HAVE
CANDIDATES SHOULD POSSESS THE FOLLOWING:
-0 – 1 year of experience
-Leadership and interpersonal abilities
-Excellent organizational skills
-Strong marketing and content creation abilities
-Solid quantitative and analytical capabilities
-High attention to detail
-Keen sense of urgency with high degree of responsiveness and follow-through
-Strong people skills and client sensitivity

 

HOW TO APPLY
If you meet all above criteria and would like to be considered for this opening, please apply at this link: https://www.applicantpro.com/openings/grahampartners/jobs/1656402-440823

 

CLOSES
4/1/2021

(Senior) Analyst Primaries Investment | Capital Dynamics | New York, NY | Private Equity/Venture

ABOUT CAPITAL DYNAMICS
Capital Dynamics is an independent global asset management firm focusing on private assets including private equity, private credit and clean energy infrastructure. Capital Dynamics offers a diversified range of tailored offerings and customized solutions for a broad, global client base, including corporations, family offices, foundations and endowments, high net worth individuals, pension funds and others. We oversee more than USD 15 billion in assets under management and advisement. Capital Dynamics is distinguished by its deep and sustained partnerships with clients, a culture that attracts entrepreneurial thought leaders and a commitment to providing innovative ideas and solutions for its clients.

 

JOB DESCRIPTION

Department Overview:

The Primaries Analyst will be a member of the Private Equity Investment Management Division, inclusive of the Global Primaries team, and specifically, a member of the US Primaries team.

The Primaries Analyst will support the US Primaries team in allocating capital across various top-performing private equity managers throughout North America and with respect to all client related activities as detailed below.

Role Purpose:

The Primaries Analyst will be responsible for the quantitative analysis models for private equity due diligences and be able to analyze statistical information and conduct quantitative industry / investment research.

They will also draft investment memoranda, present at Investment Management and Investment Committee meetings, and participate in meetings with PE managers (US) as well as drafting meeting memos to be shared with the broader investment team.

They will also conduct a broad range of client related tasks and other ad hoc requirements.

 

JOB REQUIREMENTS
Tasks and Responsibilities:
• Run quantitative analysis models for private equity (“PE”) due diligences
• Analyze statistical information and conduct quantitative industry/investment research
• Draft investment proposals and present at Investment Management and Investment Committee meetings.
• Conduct and document Responsible Investment/ ESG due diligence, operational due diligence and legal review
• Participate in meetings with PE managers (US) and draft meeting memos to be shared with the broader investment team
• Participate in and document investment related calls
• Review, analyze and document incoming primary fund deal flow
• Assist with preparation of marketing materials
• Ad Hoc IM administrative duties
• Attend client calls and meetings with senior IM team members
• Report on existing products
• Attend AGMs of existing PE funds (US), as required
• Travel will be required (when safe to do so)

This description is for guidance purposes only. You may be required to fulfil additional roles and perform additional duties as required from time to time.

 

WHAT WE’D LIKE YOU TO HAVE
Skills & Qualifications:
• Bachelor’s degree from top-tier institution
• One to three years’ relevant experience in private equity, asset management, investment banking, consulting or a closely related field
• Strong financial modeling and writing skills
• Intellectually curious, proactive and self-motivated

Role/Firm-wide Competencies:
• Highly developed quantitative skills (financial analysis, modeling, valuation and reporting)
• Exceptional attention to detail with ability to produce high quality work
• Project management and presentation skills combined with multi-tasking abilities
• Highly developed verbal/written communication skills (articulate, balanced and persuasive)
• Agile communicator, commercially-minded
• Some understanding of the legal framework and documentation typical of primaries investments is preferable
• Ability to complete tasks quickly and efficiently, having regard to changing priorities, differing time zones and geographies

Diversity and Inclusion:
Capital Dynamics is an Equal Opportunity Employer, and is committed to creating a global diverse workforce. We are a global company with 24 nationalities represented across our staff in 13 offices, spanning North America, Europe, the Middle East and Asia. We believe diversity and inclusion (“D&I”) is key to being better at what we do and our initiatives are designed to attract, develop, and advance the most talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status or any other dimension of diversity.

 

HOW TO APPLY
Please email your resume and cover note to careers@capdyn.com

 

CLOSES
3/19/2021

Vice President Co-Investment | Capital Dynamics | New York, NY | Private Equity/Venture

ABOUT CAPITAL DYNAMICS
Capital Dynamics is an independent global asset management firm focusing on private assets including private equity, private credit and clean energy infrastructure. Capital Dynamics offers a diversified range of tailored offerings and customized solutions for a broad, global client base, including corporations, family offices, foundations and endowments, high net worth individuals, pension funds and others. We oversee more than USD 15 billion in assets under management and advisement. Capital Dynamics is distinguished by its deep and sustained partnerships with clients, a culture that attracts entrepreneurial thought leaders and a commitment to providing innovative ideas and solutions for its clients.

 

JOB DESCRIPTION
Department Overview:

Our co-investment team makes direct investments in mid-market companies alongside core and specialist sponsors. We invest across a wide variety of industries in sector leading companies with sustainable competitive positions, strong growth opportunities and high environmental, social and corporate governance (ESG) standards. We seek companies based in the US or Western Europe but also have a presence in higher growth, emerging markets.

Role Purpose:

The investment professional will play a key role in helping manage and expand the Firm’s co-investment capabilities in the US. This position offers an excellent opportunity for an investment professional with proven financial, analytical and communication skills and experience in the alternative investment sector. The individual selected for this position will be part of a team managing a portfolio of private equity investments and will be responsible for participating in the team’s sourcing, due diligence and management of the global Co-Investments investment portfolio.

 

 

JOB REQUIREMENTS
Tasks and Responsibilities:
Responsibilities include, but are not limited to:
Investments and Due Diligence:
• Evaluation and execution of investment opportunities including deal due diligence, qualitative and quantitative analysis, deal team discussion, management meetings, reference calls, legal and deal memorandums
• Production of near final quality product investment proposals, with limited guidance
• Presentation of investment proposals and due diligence findings during Investment Committee meetings

Marketing and Sourcing:
• Develop personal network with general partners and intermediaries in order to source new investment opportunities
• Participate in presentations to clients/potential clients during portfolio updates and fundraising meetings
Attend general partner annual meetings to establish external presence

Managerial responsibilities:
• Mentor and help to develop junior professionals

This description is for guidance purposes only. You may be required to fulfil additional roles and perform additional duties as required from time to time.

 

 

WHAT WE’D LIKE YOU TO HAVE
Skills & Qualifications:
The ideal candidate will be a well-rounded business professional with proven direct investment experience and a record of success at a highly regarded financial institution.
• Graduated from a top-tier university; advanced degree preferred
• Eight to 12 years’ relevant work experience
• Established a successful track record of direct investing analysis/due diligence in the private equity industry and have deep investment experience with solid judgment
• Strong commercial sense; rigorous analytics and financial acumen
• Broad network of relationships in the US private equity market
• A trusted strategic advisor and thought leader, with a high content approach to partnering with clients, general partners, and colleagues at all levels and teams
• Possess the experience and gravitas to represent the firm across a wide range of settings
• Highly developed verbal/written communication skills (articulate, balanced and persuasive)
• Ability to structure and present complex ideas and information in a simple persuasive form, both written and verbal
• A highly motivated, self-starter with the ability to work independently while operating within a highly integrated global team context

 

HOW TO APPLY
Please email your resume and cover letter to careers@capdyn.com

 

CLOSES
3/5/2021

Investment Analyst Private Equity Funds | Manulife | Toronto, ON | Private Equity/Venture

real estate

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

ABOUT ALLIANCE GLOBAL ADVISORS
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.

JOB DESCRIPTION
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)

JOB REQUIREMENTS
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)

WHAT WE’D LIKE YOU TO HAVE

  • 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

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

CLOSES
Open until filled

Vice President - Asset Management | Easterly Government Properties | Washington, DC | Real Estate

ABOUT EASTERLY GOVERNMENT PROPERTIES
Easterly Government Properties, Inc. (DEA) focuses primarily on the acquisition, development and management of Class A commercial properties that are leased to U.S. Government agencies that serve essential U.S. Government functions. DEA generates substantially all of their revenue by leasing properties to such agencies through the GSA.

JOB DESCRIPTION
Easterly Government Properties, Inc. seeks to add a Vice President of Asset Management. Job duties include, but are not limited to: creating and implementing property-level business plans, financial reporting, maintaining relationships with lessee / tenant points of contact, management and oversight of property operations to include internal and third-party property management teams, maximizing property value by controlling operating expenses, driving leasing / re-leasing activities, and participating in acquisition and disposition activities.

JOB REQUIREMENTS
General

  • The Vice President of Asset Management is responsible for the overall operational and financial performance of his / her assigned portfolio of assets
  • Works collaboratively with the Senior Vice President of Asset Management (direct supervisor) and Chief Operating Officer to achieve corporate asset management financial objectives and deliver value to shareholders
  • Ensures operational compliance with SEC, Sarbanes-Oxley and REIT regulations
  • As required, coordinates and assists other departments, including Accounting, Acquisitions, Development, and Corporate Finance in support of their operations to achieve corporate objectives
Asset-Level Strategic Planning
  • Develop and achieve strategic business plan goals for assigned portfolio of assets by:
    • Overseeing all leasing / releasing activities
    • Efficiently deploying capital to facilitate long-term building health
    • Optimizing building performance
    • Forecasting revenue streams in accordance with lease terms
    • Estimating operating expenses based on historical operations
  • Create multi-year capital investment plans to account for lease contractual and general maintenance requirements to ensure long-term health and performance of assigned assets
  • Annually, in coordination with property management teams and chief engineer, develop multi- year operating and capital expense budgets
  • Prepare budget reforecasts, as required, to inform and support corporate finance objectives
  • Prepare detailed financial analyses to support recommendations to Senior Management on significant operational issues, capital expenditures, leasing activities, or other strategic initiatives
Asset Operations
  • On-board and oversee lease novation process for newly acquired / constructed assets
  • Responsible for all aspects of lease administration with tenant, including, but not limited to:
    • Lessor compliance with all lease terms
    • Accurate and timely revenue collections, including base rent and tenant reimbursements
    • Establish and facilitate positive long-term relationships with all tenant points of contact
    • Maintenance of internal electronic lease files and abstracts
  • Responsible for all aspects of building operations, including, but not limited to:
    • Conducting periodic physical inspections of assigned assets
    • Ensuring optimal building performance
    • Overseeing on-site personnel, such as property managers (internal and third-party), building engineers and vendors, in the operations of the building
    • Working with on-site personnel to troubleshoot and determine the best course of action to address operational issues
    • Managing expenses in accordance with approved operating budgets
    • Maintaining compliance with all property-level loan covenants and restrictions
  • Oversee or perform all leasing activities, including, but not limited to:
    • Tracking upcoming lease expirations
    • Aggregating and submitting informational responses
    • Responding to tenant requests for lease proposals
    • Negotiating lease terms and language
  • Serve as project management executive for lease renewal tenant improvement and reimbursable tenant projects by assembling project delivery team, providing guidance, approving plans and pricing, resolving disputes, and ensuring project completed on-time and on-budget
Financial Reporting
  • Weekly, provide and discuss with Management a portfolio overview of activities at each property with a review of any new or ongoing issues that require Management attention
  • Monthly, report to Management on property level performance, with comparative analyses to budget, pro forma, previous operating history, and any other metrics as requested by Management
  • Monthly, report to Management on the status of tenant reimbursable projects and approved capital projects
  • Periodically, coordinate with Property Accounting on month-end closing activities, to include invoice approvals, expense accruals, variance reporting, etc.
  • Periodically, coordinate with the Finance and Operations team to create and review the analyses that support the quarterly earnings model
  • Meet reporting requirements for property level loans, to include providing financial statements, rent rolls and other reports as required
Acquisitions and Dispositions
  • As requested, participate in due diligence review of potential acquisitions with particular attention to assumptions regarding operations and operating expenses
  • Review and recommend property managers and/or leasing agents for new acquisitions
  • Transition acquired properties into the portfolio, including development of initial operating and capital budgets and completion of lease novations
  • Assist Management in identifying properties for disposition and preparing due diligence packages for properties slated for disposition

WHAT WE’D LIKE YOU TO HAVE
Required Skills / Qualifications

  • Undergraduate degree, additional education preferred
  • 8 to 15 years of commercial real estate property / asset management and analytical experience
  • Strong understanding of basic commercial real estate concepts and valuation techniques
  • Excellent verbal and written communication skills
  • Excellent planning, organization, and interpersonal skills
  • Ability to function independently within a collaborative, team-oriented setting
  • Attention to detail and ability to function under tight deadlines
  • Ability to work accurately and efficiently
  • Ability to handle multiple projects at one time
  • Strong sense of personal motivation and responsibility
  • Ability to clear GSA NACI & FBI LBI background checks
Desired Skills / Qualifications
  • Knowledge of using ARGUS Enterprise Software
  • Intermediate experience using Microsoft Excel
  • Prior commercial asset management experience

Applicants will work effectively with co-workers, vendors, and others by sharing ideas in a constructive and positive manner; listening to and objectively considering ideas and suggestions from others; keeping commitments and keeping others informed of work progress, timelines, and issues; and addressing problems and issues constructively to find mutually-acceptable and practical business solutions.

HOW TO APPLY
Please forward resume and cover letter to Karen Reiner, Project & Administrative Assistant, at kreiner@easterlyreit.com.

CLOSES
Open until filled

Associate Director, Capital Strategies and Formation | DivcoWest | San Francisco, CA | Real Estate

ABOUT DIVCOWEST
Founded in 1993, DivcoWest is a multi-disciplinary real estate investment firm headquartered in San Francisco, with offices in Los Angeles, Menlo Park, Boston, Washington DC and New York City. Known for our long-standing relationships and track record of success in markets where innovation thrives, we combine entrepreneurial spirit with an institutional approach to deliver value-add solutions to the world’s most innovative companies.
DivcoWest aims to create environments that inspire ingenuity, promote growth, and enhance the health, happiness, and well-being of all people. A disciplined code of ethics is at the core of all that we do. We value our partners and our people and believe that the collective energy of a diverse team is what drives our creative ideas and solutions.

JOB DESCRIPTION
The Capital Strategies and Formation Associate will support all aspects of fundraising and investor relations as well as portfolio management, with key responsibilities including but not limited to those listed in the Job Requirements.

JOB REQUIREMENTS

  • Serve as a key contact for information request from clients, including limited partners, consultants and prospective relationships and collaborate with the Fund Reporting team to manage the list of outstanding investor inquires, requests and other follow-ups, ensuring timely responses
  • Lead creation, production and maintenance of marketing materials for prospective and existing relationships including pitch books, asset and portfolio updates and case studies, tear sheets, private placement memorandums and other ad hoc requests
  • Develop ideas to identify and track prospective relationships and create strategies for cultivating new relationships
  • Participate, assist to organize and attend meetings with limited partners locally, domestically and aboard
  • Aggregate data from various internal groups to assist to (i) prepare due diligence questionnaires (DDQ) as well as requests for proposals (RFP) and (ii) oversee timeline, team involvement and ensure on-time completion and distribution
  • Coordinate and oversee approval process for all marketing materials through firm’s compliance program and act as a liaison with Corporate Counsel/CCO, Asset Management and Acquisitions to incorporate accurate data
  • Oversee maintenance of master DDQ and RFP questions database
    Collect data, create and maintain comparison summaries for competitive market terms and assist in creation of client-specific proposals, presentations and terms sheets for prospective client accounts
  • Support fundraising activity by overseeing tracking of investors, internal update reports as well as maintenance and organization of the firm’s internal CRM system including logging all investor calls, meetings and relevant investor updates and ensuring that all updates and follow-ups are properly tracked
  • Oversee execution of investor visits, agendas and meeting materials for local and meetings on the road
  • Assist with strategic firm initiatives, research projects and other miscellaneous projects as well as draft presentations and memorandums for senior management
  • Utilize Excel to gather and synthesize deal information on portfolio or prospective assets to create responses to clients’ questions, pipeline summaries and case studies
  • Develop knowledge of real estate products, industry and market trends and regulatory requirements
  • Work with Business Intelligence to create ways to further analyze portfolio trends and assist with quarterly reporting requirements

 

WHAT WE’D LIKE YOU TO HAVE

  • 4 to 7 years of experience in capital raising, investor relations, private placements, acquisitions, asset management, investment banking or consulting
  • Undergraduate degree is required with a track record of strong academic performance
  • Experience in and passion for real estate/ real estate private equity industry preferred, with a willingness to learn deal structures and markets
  • Demonstrate a high level of initiative and strong work ethic; creativity and entrepreneurial spirit with the confidence to ask questions and ability to work in a fast-paced environment with curiosity and a strong willingness to learn
  • Employ outstanding analytical and organizational skills with a proven ability to function efficiently and problem-solve in a high-pressure and time-critical environment
  • Possess a high level of experience in PowerPoint and Excel as well as excellent communication skills (written and oral)
  • Detailed oriented and maintains exceptional organizational, problem solving and analytical skills with the ability to process and convey information with key attention to detail and consistency
  • Ability to work and communicate effectively with strong interpersonal skills with both local and remotely-based team members and demonstrate ability to be part of a dynamic team
  • Willingness to travel regularly

 

HOW TO APPLY
https://www.linkedin.com/jobs/view/2316121175

CLOSES
3/31/2021

Manager, Marketing & Performance Analysis | LivCor | Chicago, IL | Real Estate

ABOUT LIVCOR
LivCor is a real estate asset management firm headquartered in Chicago, Illinois. Formed in 2013, LivCor specializes in hands-on asset management of multi-family assets throughout the U.S. In collaboration with its operating partners, LivCor oversees the management of its assets furthering a mission of maximizing return for investors while offering best in class service to residents.

 

JOB DESCRIPTION
The Manager – Marketing & Performance Analysis supports the strategic development, assessment and management of marketing programs implemented in partnership with management companies within a national portfolio. The Manager – Marketing & Performance Analysis is expected to maintain weekly, monthly and quarterly reporting of asset marketing performance to develop a comprehensive understanding of the multifamily portfolio’s marketing efforts, sub-markets and notable market trends. The Manager – Marketing & Performance Analysis will be involved in the assessment of marketing and leasing performance of third-party operators, evaluation of sales efforts (based on reported data) and an integral component of budgeting for marketing spend.

 

JOB REQUIREMENTS

  • Strong analytical skills with a deep knowledge of and mastery of Excel and/or Google Analytics, Google Ads, and SEM with a desire to learn in areas with needed development
  • Familiarity with digital marketing technologies, IP targeting, re-targeting, GEO fencing, email campaigns and digital nurturing campaigns
  • Experience reviewing marketing plans and overseeing the execution and assessment
  • Skilled at documenting processes
  • Solving problems and quantifying results.
  • Desire to work in a fast-paced environment with changing deadlines
  • Strong oral and written communication skills
  • Is an engaged and collaborative team player with high energy and strong analytical thinking

 

WHAT WE’D LIKE YOU TO HAVE

  • Minimum of 4 years of experience in real estate marketing required
  • A focus in analysis preferred
  • Candidate must be proficient in excel, online research, and knowledge of marketing
  • Candidate must have proven track record of providing high quality support

 

HOW TO APPLY
https://www.linkedin.com/jobs/view/2023837775/?refId=Wi9otYW4TKqhyaHsSscQmg%3D%3D

CLOSES
When filled

Vice President, Partner Engagement | Alliance Global Advisors | Pittsburgh, PA | Real Estate

ABOUT ALLIANCE GLOBAL ADVISORS
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.

 

JOB DESCRIPTION
Alliance and Traditional Client Responsibilities:

Oversee Alliance Analysts and serve as an intermediary between Managing Partners and Analysts
Contribute to Alliance’s adherence to Industry Best Practices and make recommendations for changes as appropriate
Contribute to Alliance Marketing Initiatives and, when necessary, contribute to writing thought leadership pieces on behalf of Alliance
Contribute to the production of Alliance Masterclasses, review and update twice annually (more often as needed)
Contribute to monthly Blog content creation and maintain responsibility for four blogs per year, with assistance from Alliance contractors, as necessary)
Provide a unique and complementary skillset and contribute to a particular area of expertise (Operations/Reporting, ESG, Technology & Innovation, Emerging Managers, etc.)
Interact with existing clients of the firm (a diverse set of real asset investment managers)
Assume Client Lead Responsibilities (4-5 clients based on current roster)
Oversee management of client deliverables (getting items from point A to point B, with dedicated Team assistance)
Manage Alliance team members by coordinating firm level and client level projects and deliverables across teams; delegate/assign tasks; progress projects from start to finish
Identify and establish new client leads
Participate in prospecting calls/videos
Track individual/team tasks and update CRM in real-time
Travel as necessary for client meetings and conferences
Oversee and Opine on Client Policies & Procedures for designated clients

Emerging Manager Suite Responsibilities:

Work directly with Co-Founders in a leadership role, developing a program to satisfy Emerging Manager client needs and leading Client correspondence
Develop and implement a short-term and long-term corporate growth strategy for the Alliance Global Advisors Emerging Manager Platform
Identify opportunities and participate in discussions related to business growth and expansion
Stay abreast of industry best practices, reporting guidelines and trends as necessary in the Emerging Manager sector
Understand competitor initiatives as it pertains to Emerging Manager advisory services

 

JOB REQUIREMENTS
Candidate must exhibit knowledge of Limited Partner, General Partner and Consultant processes and expectations
Candidate should have appropriate education and a minimum of seven (7) years of real estate investment experience with a Consultant, Limited Partner or General Partner
Candidate should contribute to diversity of thought and have a designated area of expertise
Candidate must be willing to grow with Alliance Global Advisors as it develops new products and offerings to the investment industry
Candidate should review and be willing to support the Guiding Principles of Alliance Global Advisors

WHAT WE’D LIKE YOU TO HAVE
We are passionate about creating work that will continue to enhance the industry and promote modernization across each of our clients’ platforms. We are confident in and proud of the results we deliver, and we seek to create a community that empowers each other, encouraging professional development through mentorship. Alliance is committed to Diversity, Equity and Inclusion –
candidates should have similar objectives. Visit alliance-globaladvisors.com to learn more.

 

HOW TO APPLY
email your resume and cover letter to mrzoski@alliance-globaladvisors.com

CLOSES
3/15/21

General Counsel, Real Estate | Penwood Real Estate Investment Management |West Hartford, CT| Real Estate

ABOUT PENWOOD REAL ESTATE INVESTMENT MANAGEMENT
Penwood is an entrepreneurial real estate investment advisory group and Registered Investment Adviser focused on the institutional investor market. The company was formed in 2003 and is headquartered in West Hartford, CT with regional offices in Princeton, NJ, and Los Angeles, CA. Penwood provides a national real estate perspective, disciplined management process and experienced investment management. The company is currently focused on value-added re-leasing, rehabilitation, redevelopment, and development of industrial investments. Penwood is an Equal Opportunity/Affirmative Action Employer and is committed to diversity in its workforce.

JOB DESCRIPTION
The General Counsel will work with and report directly to the company’s Chief Operating Officer. The candidate should be self-motivated, organized, analytical, proactive, versatile, and thrive in a fast-paced and dynamic environment. The General Counsel will be primarily responsible for advising Penwood on its private equity real estate investments and funds, as well as its regulatory compliance and general business operations.

 

JOB REQUIREMENTS
The primary responsibilities include:

• Working closely with the acquisitions team to review and negotiate the closing documents for the company’s real estate investment acquisitions.
• Providing legal advice to the company for institutional quality, private equity real estate fund structuring, and documentation.
• Hiring, managing, and working with outside counsel, as necessary, to support the company’s operational, fund, and investment legal needs.
• Working closely with the asset management and investment teams to negotiate property management and development agreements, listings, financings, and portfolio credit facilities.
• Providing legal support and advice through each stage of development from the initial letter of intent through purchase, financing, development, stabilization, and sale.
• Working closely with the asset management team to negotiate property lease terms.
• Working closely with the asset management team to strategically dispose of assets.
• Managing portions of Penwood’s compliance function by reviewing and updating policies and procedures and ensuring adherence to regulatory requirements.
• Supervising company litigation, if any, to ensure the most favorable outcome available.
• Managing and monitoring the creation, life cycle and dissolution of all subsidiary and affiliate entities for the company’s investment funds and real estate assets.

Newly hired employees must cease all outside law practice before joining Penwood.

Any applicant selected for this position will be required to submit to an extensive background screening, drug screening, and a credit check. Failure to comply will eliminate an applicant from consideration for this position. Any negative information obtained as a result of the background screening may result in the disqualification of the applicant from this and any other position in Penwood. All candidates must be authorized to work in the United States.

WHAT WE’D LIKE YOU TO HAVE
• A passion for real estate investment.
• Juris Doctorate and membership in good standing in the Connecticut state bar.
• Minimum of seven years of relevant experience working as a lawyer in a law firm and/or in-house legal department with an emphasis on commercial real estate law.
• Experience with asset purchases and sales.
• Experience in representing private equity real estate funds on legal structuring, governance, and compliance.
• An understanding of real estate joint venture transactions, capital accounts, and financial relationships between investors.
• An understanding of limited liability company and partnership organizational structures and governance.
• An awareness of current economic trends, laws, and regulations impacting the investment activities of institutional investors.
• Excellent written and verbal communication skills.
• Very strong organizational, analytical and problem-solving skills.
• Ability to work seamlessly on multiple projects and tasks.
• Team-oriented with a willingness to perform tasks outside his or her job description.
• Ability to meet deadlines.
• Self-motivated and energetic.
• Demonstrated ability to work independently in a fast-paced environment.
• Able to anticipate and respond effectively to client’s needs and actively assist by practicing preventative law.
• Demonstrated ability to coordinate the services of numerous transaction parties.
• Superior academic credentials.
• A strong work ethic and customer-service mentality.
• The ability to work in an environment that emphasizes information sharing, collaboration, teamwork, mutual respect and integrity.

 

HOW TO APPLY
Please forward your resume and cover letter to dlucente@penwoodre.com

CLOSES
Open until filled

Investment Accounting Manager | Greystar | Charleston, SC | Real Estate

ABOUT GREYSTAR
Greystar is a leading, fully integrated real estate company offering expertise in investment management, development, and management of rental housing properties globally. Headquartered in Charleston, South Carolina, Greystar manages and operates an estimated $150 billion of real estate in over 185 markets globally including offices throughout the United States, UK, Continental Europe, Latin America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, managing more than 500,000 units/beds, and has a robust institutional investment management platform with approximately $35.8 billion of assets under management, including nearly $13.9 billion of assets under development. Greystar was founded by Bob Faith in 1993 with the intent to become a provider of world-class service in the rental residential real estate business. To learn more, visit www.greystar.com.

JOB DESCRIPTION
The Manager of Investment Accounting is responsible for the management and coordination of the assigned area’s financial reporting, asset acquisition and disposition, and cash management functions to ensure compliance with the Company’s accounting procedures and generally accepted accounting principles (GAAP).

Cash Management: Analyze the cash position of the portfolios and use this knowledge to facilitate discussions with the Director and Portfolio Manager where necessary. Mentor the Senior and Investment Accountant in their daily cash management functions, as well as review and approve the sources and uses file completed by the senior monthly and use this as a tool to perform their cash analysis.

Third Party Reporting: Respond to investor requests and provide reporting in addition to the quarterly financial statements and partner capital statements. Review deliverables to ensure accuracy prior to sending. When necessary, discuss these reports with the Director and Portfolio Manager prior to sending. Ensure all the reporting deadlines are being met.

Capital Transactions: Manage the calculation and documentation process. Review and approve contribution and distribution packets prepared by the team and ensure final notices have been sent to investors via Interlinks.

Financial Reporting: Oversee the reporting of financials in accordance with IFRS and/or US GAAP. Perform 1st or 2nd level review of the monthly, quarterly, and annual financial statements prepared by the Senior and Investment Accountant.
Review the monthly reporting work-papers and reconciling accounts, review the quarterly waterfall calculations, review the referenced and tied out consolidated financials, review the tables and charts that will be included within the management discussion and analysis (“MD&A”), review the MD&A supplied by the
Portfolio Manager, and review the compilation of the Greystar Limited Partners’ equity income pick-up to the Corporate Accounting team. Ensure that every calculation or review completed by the Senior and Investment Accountant includes trust/LPA/facility agreement referencing in order to ensure compliance with all agreements. Answer any questions the Director has after reviewing the financials.

Audit: On an annual basis, or in accordance with the legal agreements, manage the audit for each of the funds/ventures. Direct oversight of the day to day process of the audit from start to finish. Check in with the Senior and make sure the audit remains on track to avoid any delays. Throughout this process, remain available should the Senior and Investment Accountant not be able to answer questions fielded from the auditors. Serve as the first level of review on the footnoted financial statements and once the full set of financials has been delivered to the auditors and approve any changes that come back, depending on level of complexity.

Investment Acquisitions: During the closing of Investment acquisitions, be involved in reviewing and reference all closing documents, allocating the closing/completion payment across entities when necessary, preparing and delivering the closing capital call, preparing entity setup/IM setup in Yardi and preparing the opening entries. As applicable, communicate with property accounting and development accounting to make sure all teams are on the same page with regard to the closing and the accounting responsibilities of each team. During the closing process schedule meetings between Asset Management, Portfolio Management, Investment Accounting, and Development Accounting. Keep the team informed as to time line and deal specific information. Document and support each step of this process in order to help facilitate with the first year audit.

Investment Dispositions: Review and reference the closing documents, manage the wind down expenses, manage the disposition distribution to LPs (working alongside the tax department), manage the disposition true-up, manage the entity shut down and preparing all closing entries. Communicate with property accounting, development accounting, portfolio management and tax to make sure all teams are on the same page as to treatment of the disposition proceeds. Document and support each step of this process in order to help facilitate with the final audit.

 

JOB REQUIREMENTS
Bachelor’s degree in accounting, finance, or a related field required

Seven to ten years of accounting experience, including at least three in investment accounting

Experience with accounting for joint ventures as well as extensive experience reviewing venture formation documents

Three to five years of supervisory experience

 

WHAT WE’D LIKE YOU TO HAVE
Three to five years of supervisory experience

Demonstrated ability to work in a dynamic and fast-paced environment

Excellent interpersonal, communication and analytical skills

 

Investment Accountant | Greystar | Charleston, SC | Real Estate

ABOUT GREYSTAR
Greystar is a leading, fully integrated real estate company offering expertise in investment management, development, and management of rental housing properties globally. Headquartered in Charleston, South Carolina, Greystar manages and operates an estimated $150 billion of real estate in over 185 markets globally including offices throughout the United States, UK, Continental Europe, Latin America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, managing more than 500,000 units/beds, and has a robust institutional investment management platform with approximately $35.8 billion of assets under management, including nearly $13.9 billion of assets under development. Greystar was founded by Bob Faith in 1993 with the intent to become a provider of world-class service in the rental residential real estate business. To learn more, visit www.greystar.com.

 

JOB DESCRIPTION

The investment accountant will be responsible for cash management/bank accounts, loans and lender reporting, investor reporting, capital transaction management, financial reporting, audit supports, investment acquisitions, investment dispositions and other general functions. This position will also be required to master all the duties of a staff investment accountant.

Cash Management: Assist with the management of the day to day cash transactions of each fund/venture that is assigned. This includes but is not limited to daily oversight of bank accounts, maintaining relationships with our banks as well as understanding the online banking platforms, entering transactions into Yardi on a timely basis; managing the intercompany bill-backs and accounts payable process, setting up and inputting wire/ACH transactions, and completing monthly bank reconciliations.

Capital Transactions: Assist with the management the allocation and documentation process for capital transactions between the funds/ventures and investors. Prepare contribution and distribution calculations and packets. Oversee the signature process, and work with the Investor Relations department to upload the notices to the Intralinks site for our review.

Financial Reporting: Report financials in accordance with IFRS and/or US GAAP. Compile the monthly, quarterly, and annual financials. Prepare the monthly reporting work-papers and reconciling accounts, referencing and tying out the consolidated financials, prepare the support for the tables and charts that are included within the management discussion and analysis, work with the Investor Relations department to upload the statements to the Intralinks site for our review, and deliver quarterly information to internal Greystar stakeholders (i.e. corporate and co-investment departments) when necessary. Assist the senior investment accountant with any ad hoc investor reporting, lender reporting, compliance certificates, and other ad hoc 3rd party reporting requested.

Audit: On an annual basis, or in accordance with the legal agreements, assist with the audit management for each of the funds/ventures. Assist with the oversight of the day to day process of the audit from start to finish. Assist with the preparation of the PBC request list, upload audit documents, roll-forward prior year-end financials, assist the Senior in preparing tables and charts when necessary, and prepare the current audited financial statements when required by manager.

Yardi: Use Yardi software to house all the General Ledgers by entity. Enter journal entries, run reports for analytics as well as reporting, and use the Investment Management module for cash, contributions, distributions and other internal transactions.
General Understand the underlying agreements of each venture. Work to become familiar with the specific sections that are relevant to better understand the overall structure, including but not limited to; partnership expenses, fees, commitments

 

JOB REQUIREMENTS
1 – 2 years’ full-cycle Accounting experience, from private or public Accounting

Demonstrated proficiency in word processing, spreadsheet, and database management programs to complete required reports

Demonstrated ability to complete financial records and other fiscal and accounting reporting information

 

WHAT WE’D LIKE YOU TO HAVE
Bachelor’s Degree in Accounting or related field

 

Asset Manager | Penwood Real Estate Investment Management | West Hartford, CT | Real Estate

ABOUT PENWOOD
Penwood is a Registered Investment Adviser formed in 2003 and based in Hartford, CT. Penwood is an entrepreneurial real estate investment advisory group focused on the institutional investor market. Penwood provides a national real estate perspective, disciplined management process and experienced investment management. Penwood is currently focused on value-added development, redevelopment/rehabilitation and income-producing industrial investments in major seaport markets. Penwood is an Equal Opportunity/Affirmative Action Employer and is committed to diversity in its workforce.

 

JOB DESCRIPTION
We are currently seeking a Real Estate Asset Manager to join our Connecticut headquarters location to manage industrial real estate investments located in Southern California and Northern New Jersey.

 

JOB REQUIREMENTS
The Real Estate Asset Manager will work with the company’s principals and be primarily responsible for supporting activities related to the company’s ongoing management and analysis of assets under management. The primary responsibilities include:

• Analyze leasing and investment sale opportunities and preparation of hold/sell recommendations.
• Create cash flow models using Excel spreadsheets and Argus Enterprise to calculate expected rates of return.
• Manage the development process and monthly draw requests.
• Provide support for the quarterly valuation and reporting process.
• Manage the annual budget planning process and regularly monitor expenditures.
• Compile and maintain databases on economic, demographic and comparable leasing/sale trends for the company’s investment markets.
• Maintain and upgrade (as necessary) the company’s financial analysis models and spreadsheets.
• Conduct market research to establish and verify the assumptions in the financial models.
• Conduct site visits to ascertain economic, demographic and comparable information for valuations and prospective investment opportunities.
• Prepare investment committee briefs.

 

WHAT WE’D LIKE YOU TO HAVE
• Bachelors Degree with focus in finance, economics or real estate.
• Minimum 5 years of relevant analytical experience.
• Computer literate, knowledge of Argus Enterprise required.
• Excellent written and verbal communication skills.
• Very strong organizational, analytical and problem-solving skills.
• Ability to work seamlessly on multiple projects and tasks.
• Team oriented and willingness to perform tasks outside his or her job description.
• The ability to meet deadlines.
• Self-motivated and energetic.
• A strong desire to work in real estate.

 

 

HOW TO APPLY
Please forward your resume and cover letter to dlucente@penwoodre.com

 

 

CLOSES
Open until filled

Senior Vice President - Acquisitions | Penwood Real Estate Investment Management | West Hartford, CT | Real Estate

ABOUT PENWOOD
Penwood is a Registered Investment Adviser formed in 2003 and based in Hartford, CT. Penwood is an entrepreneurial real estate investment advisory group focused on the institutional investor market. Penwood provides a national real estate perspective, disciplined management process and experienced investment management. Penwood is currently focused on value-added development, redevelopment/rehabilitation and income-producing industrial investments in major seaport markets. Penwood is an Equal Opportunity/Affirmative Action Employer and is committed to diversity in its workforce.

 

JOB DESCRIPTION
We are currently seeking a Senior Vice President of Acquisitions to join the company in our Southern California office.

 

JOB REQUIREMENTS
The Senior Vice President will be primarily responsible for sourcing, analyzing, and performing due diligence for prospective industrial property acquisitions and ongoing analysis of assets under management. The primary responsibilities include:

• Establish and maintain relationships with industry sources to support timely deal flow for Penwood’s investment funds.
• Develop local, regional, and national industry contacts to assist in due diligence and underwriting.
• Source existing industrial property investment opportunities. Lead the acquisition team in underwriting prospective industrial investment opportunities.
• Develop and implement asset enhancement plans for repositioning under-performing assets and optimizing the exit strategy.
• Compile and maintain databases on economic, demographic, and comparable trends for the company’s target markets.
• Create cash flow models using Argus Enterprise and Penwood’s proprietary Excel spreadsheets to calculate expected rates of return for the investment opportunities.
• Conduct market research to establish and verify the assumptions in the financial models
• Conduct site visits to ascertain economic, demographic, and comparable information for investment opportunities.
• Interact with sellers and their representatives to gather all necessary information to analyze and perform due diligence on market opportunities.
• Prepare Investment Committee communication and make presentations of investment recommendations to the company’s Investment Committee.
• Control all aspects of acquisition due diligence, including financial analysis, budget, environmental, engineering, strategy compliance, and legal.
• Assist in the annual budget planning process.

 

WHAT WE’D LIKE YOU TO HAVE
The Senior Vice President will work with and report directly to the company’s principals. The candidate should be self-motivated, organized, analytical, proactive, versatile, and thrive in a fast-paced and dynamic environment.

• A passion for real estate investment.
• Bachelor’s degree with a focus on finance, economics, or real estate.
• Minimum 7-years of relevant transaction experience.
• High level of competence required in financial modeling utilizing ARGUS Enterprise and Excel software.
• Proficiency in computer applications skills including working knowledge of Microsoft Word, Excel, and PowerPoint.
• Clear understanding and relevant experience with project management schedules and budget processes.
• Excellent written and verbal communication skills.
• Very strong organizational, analytical and problem-solving skills.
• Ability to work seamlessly on multiple projects and tasks.
• Team-oriented and willingness to perform tasks outside his or her job description.
• Ability to meet deadlines.
• Self-motivated and energetic.

 

 

HOW TO APPLY
Please forward your resume and cover letter to dlucente@penwoodre.com

Compensation: Penwood offers a competitive base salary with a bonus based on the experience and capabilities of the candidate. The company offers a comprehensive benefits program.

Any applicant selected for this position will be required to submit to an extensive background screening, drug screening, and a credit check. Failure to comply will eliminate an applicant from consideration for this position. Any negative information obtained as a result of the background screening may result in the disqualification of the applicant from this and any other position in Penwood. All candidates must be authorized to work in the United States.

 

 

CLOSES
Open until filled

Associate, Acquisitions & Development | Stockbridge | San Francisco, CA | Real Estate

ABOUT STOCKBRIDGE
Stockbridge is an established real estate investment firm with over $20.4 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 Associate will work closely with the Acquisitions Team for Stockbridge’s Core and Value Add Business to develop strategies for new business opportunities as directed in the western markets of Seattle, Portland, San Francisco Bay Area, Los Angeles Area, Orange County, San Diego, Phoenix, and Las Vegas. This is both a qualitative and quantitative position, strong math and written skills are necessary. All property types, including Office, Retail, Industrial and Multifamily may be analyzed.

 

JOB DESCRIPTION
Primary Duties and Responsibilities:
• Prepare and update financial models in Excel and/or Argus for existing assets and prospective investments, including sensitivity analysis, 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
• Assist in presenting investments and divestments in I.C. meetings as needed
• Ability to direct and mentor Analysts

Skills and Competencies:
• 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
• Candidates should have three to seven years of real estate finance experience and high proficiency in financial modeling
• Proven analytical skills and working knowledge of Microsoft Office Suite. Experience with Argus Enterprise 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
• Competency to work with all levels of management and personnel on critical projects.
• Ability to function both in a team-oriented setting and independently
• Strong sense of personal motivation, responsibility and entrepreneurship with a desire to work in a fast-paced environment

Travel:
Some travel will be required for periodic acquisitions related property visits.

 

JOB REQUIREMENTS
Please see above in Job Description.

 

WHAT WE’D LIKE YOU TO HAVE
Please see above in Job Description.

 

 

HOW TO APPLY
Please apply on the Stockbridge career site at www.stockbridge.com.

 

 

CLOSES
3/31/2021

other

Producer - Property & Casualty | CBIZ | Plymouth Meeting, PA | Other

ABOUT CBIZ
Named one of the “Best & Brightest Places to Work for”​ in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees.

CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment.

As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states.

JOB DESCRIPTION
CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).

JOB REQUIREMENTS

  • Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients
  • Develop a Personal Development Plan annually, outlining personal and professional goals for the upcoming year
  • Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates and CBIZ marketing sources
  • Document activity, notes and prospect data in appropriate CBIZ systems
  • Develop and present recommendations to clients based upon consultative selling approach
  • Appropriately close new business, documenting won/lost opportunities and reasons for all clients
  • Seamlessly transition sold clients to designated client service team
  • Serve as client’s valued advisor, building a strategic and personal relationship with key client decision makers
  • As appropriate, work with client service team to serve client and retain business
  • Communicate with leadership, providing field input on market trends, competitor analysis and other business intelligence
  • Identify, initiate and support cross serving leads to other CBIZ business developers
  • Assist Sales Manager in the mentoring and development of other producers
  • Responsible for meeting annual sales goals if applicable to position
  • Additional responsibilities as assigned

WHAT WE’D LIKE YOU TO HAVE

  • High School Diploma or GED required; Bachelor’s degree preferred
  • 3 years demonstrated industry consultative sales skills represented through proven sales results
  • Must have and maintain required licenses/credentials
  • Superior command of verbal, written, presentation and negotiation skills
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must be able to travel based on client and business needs

HOW TO APPLY
Please click here to apply: https://www.linkedin.com/jobs/view/2147987522/?refId=iFkwtblfQjW%2FeaoTjy141A%3D%3D

Associate, Co-Investments & Credit | John Hancock/Manulife | Boston, MA | Other

ABOUT JOHN HANCOCK/MANULIFE 
Manulife Investment Management (“MIM”) is a global wealth and asset management business with AUM over [US$550] billion as of September 30, 2020. Investment strategies include fixed-income, specialized equity, multi-asset solutions, and private markets. The Private Markets group has investment teams managing real estate debt, real estate equity, timber, agriculture, infrastructure equity, private equity and private credit on behalf of institutional clients and Manulife’s balance sheet. Investment teams operate in a boutique environment, empowered to make investment decisions in line with their singular philosophy and their clients’ long-term objectives.

Within Private Markets, the Private Equity and Credit (“PE&C”) team invests in private equity funds, equity co-investment and private credit securities (junior and senior financing) typically in collaboration with leading private equity firms. Current PE&C AUM are approximately US$9.0 billion.

The PE&C team is seeking candidates for the position of Associate: Co-Investments and Junior Credit. The candidate, based in Boston or New York, will participate in the evaluation of new investment opportunities and assist with monitoring investments over their holding period.

 

JOB DESCRIPTION
Key Accountabilities

• Identify and evaluate the risks and expected returns of new junior credit and equity co-investment opportunities.
• Perform financial statement analysis and modeling to determine sustainability of free cash flow, company analysis to identify sources of competitive differentiation, and industry analysis to understand core drivers of future growth.
• Prepare a ~25-page investment report, in collaboration with senior members of the investment team, summarizing findings from the analysis noted above. Reports will include a detailed description of the business, core strengths and risks of the opportunity, an industry overview and an analysis of the opportunity for equity value creation.
• Participate in the monitoring of portfolio companies and private equity funds in which we have invested, including preparation of quarterly and annual investment reviews.
• Support evaluation and restructuring of non-performing investments. This includes preparing financial analyses that support negotiation and restructuring of debt investments, and preparing memoranda recording the status and prospects for distressed investments on an as needed basis.

 

JOB REQUIREMENTS
• Bachelor’s degree in accounting, business, finance, or economics (or equivalent work experience)
• Two or more years of work experience in a related field (e.g., in public or private market investments, investment banking, consulting, accounting, or financial planning & analysis). Direct investment experience not required.
• Experience with data analysis and financial statement analysis. Financial modeling experience preferred.
• Ability to synthesize large amounts of data and communicate key findings through strong business writing and other communication skills.
• Excellent work ethic, attention to detail, and demonstrated ability to perform in a time-pressured environment.
• Willingness to learn and desire to take on new responsibilities.

WHAT WE’D LIKE YOU TO HAVE
See above

HOW TO APPLY
Please apply directly via this link: https://manulife.wd3.myworkdayjobs.com/MFCJH_Jobs/job/Boston-Massachusetts/Associate-Co-Investments-and-Junior-Credit_JobReq0420596-2  

CLOSES

February 28, 2021

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