Jefferies
Fundraising and Investor Relations - Jefferies Credit Partners - Associate
This job is now closed
Job Description
- Req#: 1889
- Assist with update and completion of RFP and DDQs, investor and prospect diligence, inquiries, consultant databases, etc
- Maintain client facing and marketing materials to ensure accuracy and coordinate review through Compliance team
- Update quarterly and annual client reporting deliverables, including customized client reports and quarterly letters
- Coordinate with other functions across the business to gather and summarize investment and product data, including investment teams, legal and compliance, finance
- Create sample portfolios and model various account structures to support the fundraising process
- Articulate and convey knowledge of our various private credit products, including investment strategies, product structures, and terms
- Support senior fundraising and IR team, which may include maintaining talking points, market commentary, and other fundraising initiatives
- Maintain investor pipeline for funds in market, collaborating with various sales team members
- Support ongoing and ad-hoc investor requests and internal projects
- 2-3 years of professional experience; prior work experience in investor relations, credit, asset management, and/or finance is preferred
- Fluency with Microsoft Office applications (including Excel, Word and PowerPoint)
- Exceptional attention to detail
- Excellent verbal and written communication skills
- Strong analytical skills; ability present complex investment concepts in a concise and investor-friendly manner
- Understanding of portfolio construction and modeling of funds/investor returns
- Knowledge of credit and general investing principles, including the ability to calculate and interpret key financial/business metrics
- Ability to multi-task and adapt to changing priorities
- Flexibility to work towards demanding deadlines and high priority deliverables outside of standard business hours
- Must have a great attitude and be team-oriented
- Unquestionable integrity and ethics
- Open to feedback and focused on achieving excellence
Jefferies Credit Partners (“JCP”) is a leading private credit manager and the asset management arm of Jefferies Finance LLC (“JFIN”). JFIN was founded in 2004 as a 50/50 joint venture between Massachusetts Mutual Life Insurance Company (“MassMutual”), a global, diversified life insurance and financial services organization, and Jefferies, a leader in global investment banking, to invest in middle market direct lending transactions.
Today, JCP manages over $9 billion of capital across commingled funds, separately managed accounts, and securitized products. JCP invests primarily across three private credit strategies: Large Cap direct lending, Middle Market direct lending, and CLO Management. JCP’s investors include JFIN’s balance sheet and third-party investors, with ambitious growth goals to continue expanding third-party capital.
Position Overview:
We are seeking a motivated Associate that is looking for a new role in private credit investor relations. This role will focus on supporting the broader fundraising and IR team with prospect and investor requests and deliverables for our private credit platform. Primary duties and responsibilities include but are not limited to:
Qualifications:
Primary Location Full Time Salary Range of $[135,000 - $160,000].
The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies offers, for eligible employees, an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (vacation), unplanned time off (sick leave), and paid holidays and paid parental leave.About the company
Jefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City.