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Senior Sourcing Specialist (Job code: 32916) Position Summary: Working closely with the existing team members, the Senior Sourcing Specialist will be responsible for originating and qualifying potential investment opportunities across multiple industry sectors targeted at the lower middle market. The successful candidate should bring the analytical, investing, communications and strategic skills needed to make an immediate and valuable contribution to the organization. Specific responsibilities include: Identify, filter and qualify prospective investment opportunities to make the best use of Alcentra s financial and human capital. Perform industry and company due diligence. Oversight and accountability for financial analysis, valuation and modeling. Financial structuring including working with a variety of capital providers. Assist in deal and credit negotiations. Develop and maintain deep relationships with middle market intermediaries including investment banks, commercial banks, business brokers, consulting firms, accountants, and law firms for deal referrals. Attend relevant trade shows as well as other industry associations or functions in industry verticals that are of interest such that the firm s relationships expand and strength. Meet with management teams. Clearly communicate with operating company management teams and other members of the internal team. Assist on an as needed basis in fund raising efforts. Mentor junior professionals as a player/coach. In addition, the incumbent will also develop a strategy and related asset management products/vehicles focused on the U.S. middle market. These will include, but are not limited to, a private equity co-investment vehicle(s) as well as a middle market private equity fund-of-fund(s) for both institutional and Bank of New York Mellon internal and external clients.
Candidate Profile: The successful candidate will be a charismatic, high-energy individual who has a demonstrated track record of success in investment origination activities. He/she must be a team player who believes in accountability, is approachable, has a strong sense of urgency, and is results-oriented. This should include: Over eight years of experience from financial sponsor coverage, private equity business development or financial services business development roles. Proven success originating and qualifying investment opportunities, including a high level of proficiency in industry and company due diligence, financial analysis, and modeling, valuation and financial structuring. Private equity and leverage finance knowledge that enables the new hire to adequately filter prospective new investments. This includes experience working on a variety of debt and equity financings including bank, uni-tranche, subordinated debt, preferred and equity deals. Broad, diversified industry experience is preferred (i.e. healthcare, information and business services, oil and gas, government services are examples). Maturity and presence to work with portfolio company management teams as well as attorneys, accountants, bankers and consultants. Strong communications skills including an ability to make presentations to senior executives and clearly articulate oneself in both written and oral forms.
Qualifications BA required. MBA and/or CFA preferred Willingness to travel extensively. Candidates should also demonstrate consistently superior contribution in the following Behavioral Competencies: He/She must have unimpeachable integrity and an uncompromised reputation. The successful candidate must enjoy working in a team-oriented, hard-working, non-hierarchical, professional and partnership culture where ideas are shared openly. This individual must possess a high degree of self-motivation and energy, the ability to drive for results, and track record of setting and achieving dramatic and compelling goals and schedules. This professional makes an immediately positive impression and has the ability to develop and leverage relationships across a wide range of professional peers. This individual is expected to have strong conceptual and analytical skills to understand and articulate sometimes complicated investment solutions. He/She must possess strong interpersonal, verbal and written communication skills, and have the ability to clearly articulate complex concepts, ideas and processes with the proven presence, maturity and credibility to present effectively to external investors and internal colleagues. The successful candidate should be able to work with a fair degree of autonomy and demonstrate tremendous initiative and sense of personal accountability, but remain a team player and enjoy contributing in a cooperative and entrepreneurial environment. He/She should bring a can do anything approach and be a hands-on professional with an appreciation that advancement at the firm is defined by expanding ones knowledge, experience and contribution to clients, colleagues and the firm. Opportunity: This role offers the successful candidate the rare opportunity to join an incredibly well-regarded and top performing investment firm, working with a dynamic group of people who are experts in their field. This is an opportunity to be part of the firm s continued growth and be an instrumental part of the firm s ongoing success. For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.
As one of the world's leading investment management organizations and one of the top U.S. wealth managers, BNY Mellon Investment Management combines agility, insight and scale to create and deliver strategies and solutions to address our clients' needs. Encompassing BNY Mellon's investment management firms, wealth management organization and global distribution teams, we draw on deep expertise to collaborate with clients and tailor our best ideas and resources to meet their specific needs. We pride ourselves on providing dedicated service through our network of global professionals who have a deep understanding of local requirements. With our extensive experience in anticipating and responding to the investment and financial needs of the world's governments, pension plan sponsors, corporations, foundations, endowments, advisors, intermediaries, individuals and families, and family offices, BNY Mellon Investment Management is dedicated to helping clients reach their goals.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.