Business Development Senior Associate or VP – ODD and RFP Team
100,000 - 150,000 yearly Plus Bonus
Location:New York, New York
Business Development – Diligence and RFP Team
The firm is seeking a Senior Associate or VP to join its Business Development team. This individual will assist in establishing a centralized Diligence and RFP Team for the firm. The role involves working with senior members of the organization to aggregate the firm’s Operational and Investment related content and updates used in client diligence and reporting. The ideal candidate is collaborative and detail-oriented with an ability to work well in a fast-paced environment. This position provides a unique opportunity to gain exposure to multiple facets of the firm’s business and grow alongside an innovative, rapidly expanding platform.
Establish and grow the firm’s centralized operational and investment due diligence function across direct lending, GP stakes, real estate and liquid credit asset classes
Directly impact the fundraising efforts and ongoing client service through the investment and operational due diligence responses
Develop due diligence materials and responses for ODD pitchbooks, due diligence questionnaires (“DDQs”), and requests for proposals (“RFPs”)
Maintain the firm’s online repository of content and collaborate with various teams on RFPs through the tool
Proactively meet with subject matter experts across the firm to keep abreast of updates and new developments
Become familiar with and able to communicate details around fund products and strategies including investment level information.
Understand Operational functions across the firm including internal processes and policies for client diligence purposes.
Responsible for consultant database entries from content and data reporting perspective
Bachelor’s degree or equivalent required
3-5 years of experience in financial services required (leveraged finance, private equity, real estate, alternative asset management, investment banking and/or capital markets experience strongly preferred)
Exceptional work ethic, positive attitude and collaborative team-oriented disposition
Strong verbal and written communication skills with the ability to grasp and distill complex concepts
Self-driven individual who thrives in a fast-paced environment where multi-tasking is required
Excellent attention to detail with high standard for precision
Resourceful, solutions-oriented problem-solver
High degree of discretion with the ability to handle proprietary and/or sensitive information regularly and with integrity
Extremely professional with the ability to interact with senior leaders on a regular basis
Proficiency in Microsoft Word, Excel and PowerPoint
Like what you just read and think its worth sharing? Sharing is caring.