Our client offers institutional and individual investors a wide array of U.S. Equity, U.S. Fixed Income, Alternative and International strategies. Since the founding of the firm nearly 40 years ago, its people continue to believe in the value of fundamental research, remaining true to their investment styles and offering superior customer service. The company manages a broad range of innovative, value-added investment products that strive to enhance and protect clients’ wealth. Their clients include many of the largest corporate and public pension plans, financial institutions, endowments and foundations in the U.S., as well as a substantial number of foreign investors and high net worth individuals. Our client works in close partnership with Financial Advisors to help build their businesses and meet the needs of their clients.
Job Scope:
- Identify, structure, close and manage senior and subordinated debt as well as quasi-equity opportunities for a $300 million fund covering domestic power and non-power projects and project developers. Will also participate in future Latin America Fund.
- Marketing the Fund’s investment products to project developers, investment banks, commercial banks, insurance companies, engineering firms and consultants.
- Assist in reporting on portfolio’s investment performance to investor and the company’s Investment Review Committee. Will provide analysis and execution assistance to portfolio manager.
- Coordinate transaction syndication efforts as needed.
- Reports to the portfolio manager.
Experience / Education Required:
- Project financing experience in the power, paper, metals, and transportation industry.
- Strong closing abilities, the ability to lead a documentation team (including external counsel) in an independent, timely manner while ensuring senior management is updated on all major issues, seeking management advice and counsel as necessary.
- Ability to anticipate problems/issues, measure their magnitude and find opportunities to improve the credit and/or sell off the account.
- Maintain a “big picture” view of the account through keeping current on industry dynamics and credit quality of all project participants.
- Strong underwriting/credit and financial modeling skills.
- Strong writing skills.
- Fully understand and effectively communicate all issues of a transaction.
- Detail orientation to ensure borrowers are complying with all corporate covenants.
- Strong team player with ability to develop internal consensus.
