Vp Investment Banking

Profile

VP Investment Banking

Duties: Assess the competitive landscape and help define client strategies in the market; keep findings current. Maintain ongoing dialogues with industry players (e.g., lawyers, competitors, LPs, etc.) to keep abreast of market trends and how to capitalize on or overcome issues that might impact fundraises. Analyze track records and cash flows; help formulate a strategy for communicating relevant information to the market. Create a clearly definable thesis for positioning and selling each product. Help define fund marketing strategies and create a clear execution plan for each fundraiser. Work closely with clients and colleagues to develop and hone campaigns that define private capital vehicles in the market. Define salient marketing messages; prepare internal talking points and briefing documents for the global distribution/banking professionals. Manage the marketing and sales support process from product concept through to the final close of the capital raise, including driving all deliverables. Oversee and coordinate marketing roadshows. Monitor marketing campaigns on a real-time basis to identify issues and create strategies to respond immediately. Maintain regular and ongoing dialogues with internal constituents and clients to understand their challenges and be responsive to their needs. Apprise internal teams and clients as to the status of the pertinent fundraisers. Review, prepare and finalize responses to investor information requests including RFIs and due diligence questionnaires. Maintain ongoing dialogues with client investment teams to understand their investments and overall portfolio strategy; synthesize and articulate relevant information for investors. Develop investor communications and respond to investor requests relating to performance on legacy investments and seed portfolio investments made by clients. Draft and provide guidance to junior colleagues on the preparation of all marketing and diligence documents (e.g., “teasers”, offering memoranda, roadshow presentations, etc.) and review the final work product. Liaise with relevant legal, operations, and accounting teams (internally and externally) for the review and preparation of internal and external documents (e.g., diligence requests, legal docs, etc.). Work closely with in-house counsel and attorney in responding to inquiries on legal agreements and in organizing fund closings.

Additional Information

Job ID: 63926

Company info

Sign Up Now - EmploymentCrossing.com