Responsibilities:
- Engage with clients and investors to provide insightful information, address inquiries, and build lasting relationships.
- Act as a liaison between the investment and business development teams
- Will have technical responsibilities that will require the strategic directions to investor requests
- Will be client facing and also aid in the creation of presentation/data work
- Conduct in-depth market research to stay ahead of industry trends and provide valuable insights to both clients and internal teams.
- Regularly review deal and portfolio level data
Qualifications:
- 8+ years of demonstrated knowledge and experience in investment banking, leveraged finance, private credit, or deal team roles.
- Proven ability to engage and build relationships with clients, delivering exceptional client service.
- A track record of contributing to product development and enhancing existing offerings.
- Collaborative spirit, ready to work closely with various teams to achieve common goals.
