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VP, Strategic Investors Group - Financial Sponsors
The Strategic Investors Group (SIG) is split into 5 distinct client coverage groups: Financial Sponsors (i.e. Private Equity Firms), Family Offices, Sovereign Wealth Funds, Infrastructure Funds and Private Client Advisory.
The SIG team is responsible for the effective client relationship management and origination of the firm's investment banking and markets services and products (M&A, Leveraged Finance, ECM, Credit and Markets) amongst this client base.
The Financial Sponsor Group is responsible for the relationship management of private equity firms.
The Family Office coverage is a global effort for the firm seeking to develop relationship with Family Investment Firms.
The Sovereign Wealth Funds coverage is responsible for the relationship management of SWFs. The Equity Private Placements team also reports to the SWF Group given the synergies between the client base and the fund raising effort done by the EPP team.
The Infrastructure Funds coverage is responsible for the relationship management of infrastructure funds.
The Private Client Advisory coverage is responsible for the relationship management of existing or prospective clients of the Private Bank from an Investment Banking point of view.
They provide financing (debt, equity) and M&A advisory services to clients as part of routine activities of businesses acquisitions (majority and minority stakes) and monetisation of existing investments (either via sale or IPO)
Sponsors, family offices SWFs and Infra Funds are highly sophisticated investors and the breadth of products and services provided is extensive - across industries and geographies and including corporate finance, structured products and derivatives
The SIG coverage presents a fluid and fast-paced environment, requiring to be on top of the market and an effective coordination across industry coverage and product partners to identify the situations of relevance to our clients.
Associates in FSG play an integral role on the team, performing tasks assigned by senior investment bankers to support new business generation and manage client relationships. Such tasks include, but are not limited to, drafting internal and external presentations and marketing materials, performing industry and portfolio company research and due diligence, handling client-related and transaction-related matters, and performing financial and statistical analysis.
FSG Associates must have strong interpersonal skills to interact daily with internal coverage and product partners and FSG teammates. Associates must follow all risk related practices and policies.
Preparation and ownership of pitch materials
Research client's investment criteria, portfolio companies and identify pitch opportunities
Coordinate with industry coverage and product partners to source business opportunities
Significant client interaction, including in-person meetings and conference calls
Assistance in execution of transactions with SIG clients, including M&A, equity and debt transactions, alongside industry and product group partners
Proven analytical ability and attention to detail
Solid leadership and interpersonal skills
Proven ability to work well in a fast-paced, team-oriented environment
Strong written and oral communication skills
6+ years of related work experience in a Financial Sponsors, M&A, Sector Coverage or Leveraged Finance group
Excel, PowerPoint, Word
Strong communication, analytical, research, and organizational skills
Comfortable in a client-facing role, including presenting ideas and pitch materials in meetings
Comfortable collaborating with several colleagues across different groups at all levels of the firm