Description:
The Senior Associate, Deal Management, Private Investments Operations will work in a sub-team within the larger Private Investment Operations team within Finance, closely collaborating with all investment departments that execute private deals, Fund & Direct Ops, Due Diligence and Advisory teams, as well as other stakeholders in Finance, business application owners and users, information technology stakeholders, and third-party providers.
What You'll Do
Deal Execution and Support
- Ensure timely and seamless execution of private deals for all investment groups.
- Serve as the primary point of contact for investments and private deal execution-related requirements.
- Ensure appropriate sign-offs and operational setups are in place.
- Review and understand all relevant transaction execution-related documents.
- Support senior management in the continuous improvement of the deal execution process.
- Act as the subject matter expert for the complete deal execution lifecycle for all internal and external purposes.
Deal Advisory
- Closely track pre-execution deals, understand and communicate the rationale behind each deal, and describe target investments to senior management.
Stakeholder Management
- Foster relationships with investment teams and closely collaborate with other internal and external stakeholders.
- Ensure high-quality service delivery from service providers and monitor performance through KPIs.
- Deliver all team responsibilities professionally, timely, and accurately.
Data Management and Reporting
- Ensure the highest data quality is maintained for deal execution-related data and metrics for enterprise-wide use.
- Create actionable insights through analytics and recommend actions based on these insights.
- Perform continuous monitoring of dashboards and deliver timely, accurate reports, providing recommendations to ensure processes are continuously efficient and provide consumer value.
Training and Development
- Understand each role your team members play and cross-train within the team on all processes and systems.
- Constantly update process documents to ensure institutional memory is preserved.
- Continuously evolve design processes, including experimentation and learning with emerging technologies.
- Work with senior management and stakeholders to design and implement efficient and effective private structures to house deals.
- Calculate ongoing costs and benefits of each structure as an input into deal structuring decisions.
- Work with external parties to set up and manage externally administered SPVs and manage account platforms.
What You'll Need
- Relevant university degree (such as Business, Economics, Mathematics, Computer Science) or equivalent relevant experience.
- CFA/CPA/CAIA certification.
- 4+ years of related work experience in alternative investment operations.
- Extensive experience in investment finance processes, especially related to private alternative assets.
- Excellent analytical skills and the ability to think through problems and recommend solutions.
- Strong quantitative and computer skills (Excel, Data Visualization tools), including an understanding of database concepts.
- Strong project management and time management skills.
- Excellent interpersonal and communication skills.
- Ability to work independently and as part of a team.
- Experience with data analysis and reporting.
- Understanding of various private investment structures and deal mechanics.
- Ability to quickly grasp new concepts and work under pressure with time-sensitive deadlines