Analyst/Associate, Capital Solutions Group at BDT & MSD Partners

New York, New York, United States

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$115,000 – $150,000Compensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Finance, Investment Banking, Real Estate, CreditIndustries

Requirements

Bachelor’s degree required
2+ years of experience in investment banking, asset management or sales, ideally with a focus on alternatives
Strong proficiency in Excel, PowerPoint, Word, and Outlook
Outstanding communication, writing and interpersonal skills
Strong work ethic and a high level of integrity
Flexibility and adaptability to shift priorities quickly in a fast-paced environment
Strong organizational and time management skills
Demonstrated ability to manage competing priorities and lead large scale projects to completion
A self-directed individual with a can-do attitude, willing to work in an energetic, fast paced team environment
Strong judgement and escalation skills
Strong sense of ownership and accountability
Critical thinker with business judgment; inquisitive and committed to continual improvement/learning
Experience working with institutional investors (particularly insurance companies and pensions) and consultants is preferred

Responsibilities

Sales support including coordination of information flow, research, analytics, materials prep, events, conferences, logistics, roadshows, etc
Assist senior members of CSG with all on-going sales, service, and communications across current clients and new prospects
Organize and prepare for investor meetings, including writing and consolidating prep notes, coordinating meetings, creating agendas, and ensuring that all materials are prepared promptly
Work closely with CSG leadership to execute and manage certain processes, including performance and fundraising activity reporting
Assist in developing and implementing new workflows utilizing technology to improve current processes
Assist with conference and event deliverables, including conducting attendee research, facilitating meeting outreach for senior members of CSG and arranging materials
Perform research on potential investors including public and corporate pensions, endowments and foundations, investment managers, insurance companies and family offices to determine key targets for global coverage
Continuously track and analyze investor mandates and allocation preferences and conduct quantitative and qualitative market and competitor research to produce investor demand assessments identifying key prospects ahead of fund launches and fundraising roadshows

Skills

Key technologies and capabilities for this role

Financial AnalysisResearchAnalyticsExcelPowerPointInvestor RelationsSales SupportEvent CoordinationRoadshowsMaterials Preparation

Questions & Answers

Common questions about this position

What is the salary range for the Analyst/Associate position?

The salary range is $115,000 - $150,000, referencing only base salary; actual salary may vary based on factors like experience and market data, and does not include other compensation or benefits.

Is this role remote or based in an office?

The position is located in New York.

What are the required qualifications and skills for this role?

A Bachelor’s degree is required, along with 2+ years of experience in investment banking, asset management or sales (ideally focused on alternatives), and strong proficiency in Excel, PowerPoint, and Word.

What is the company culture like at BDT & MSD Partners?

The firm is committed to providing career growth opportunities and a competitive total compensation package, with the role being an integral part of the growing Capital Solutions Group team.

What makes a strong candidate for this Analyst/Associate role?

Ideal candidates have 2+ years in investment banking, asset management, or sales with an alternatives focus, a Bachelor’s degree, and strong Excel, PowerPoint, and Word skills to support sales efforts and investor research.

BDT & MSD Partners

Financial advisory for family-led businesses

About BDT & MSD Partners

BDT & MSD Partners provides financial advisory and investment services, focusing on family and founder-led businesses. They offer strategic advice and long-term capital to help clients navigate complex issues like mergers and acquisitions, capital structure, and estate planning. Their approach involves leveraging a vast network and market expertise to deliver unique capital and financing solutions. Unlike many competitors, BDT & MSD Partners emphasizes flexibility and alignment with clients' interests, aiming for sustainable growth and positive social impact. The firm's goal is to be a trusted partner that supports the long-term success of its clients.

Chicago, IllinoisHeadquarters

2023Year Founded

$12.1MTotal Funding

EARLY_STAGE_SERIES_ACompany Stage

Fintech, Social Impact, Financial Services, Real EstateIndustries

201-500Employees

Benefits

Hybrid Work Options

Risks

Increased competition in private equity could drive up valuations, reducing opportunities.

Rising interest rates may impact cost of leveraged buyouts, affecting debt-financed acquisitions.

Regulatory scrutiny on private equity in family businesses could increase compliance costs.

Differentiation

Specializes in family-owned and founder-led businesses, offering tailored financial solutions.

Focuses on sustainable growth and social impact, aligning with current investment trends.

Leverages extensive network and market expertise for differentiated capital and creative financing.

Upsides

Growing market for strategic advisory in family-owned businesses, evidenced by Badia Spices investment.

Rising demand for sustainable investment strategies aligns with firm's focus on social impact.

Increasing complexity in trust and estate planning offers expansion opportunities for advisory services.

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