Associate / Sr. Associate, Private Equity & Mezzanine - Aegon AM at Acadian Asset Management

Baltimore, Maryland, United States

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Not SpecifiedCompensation

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

Full TimeJob Type

UnknownVisa

Private Equity, Asset Management, Alternative InvestmentsIndustries

Requirements

At least one year of experience for the Associate position; three plus years for the Senior Associate position of direct investment, secondary, lending, M&A, investment banking, financial due diligence, FP&A, or accounting experience that includes financial modeling & analysis
Bachelor’s degree in Finance, Accounting, Economics, Mathematics or related field
Intellectually curious and highly self-motivated with exceptional written and oral communication skills
Strong analytical and financial modeling skills

Responsibilities

Manage and execute multiple aspects of the investment process on potential private asset funds, co-investments and secondary investments, including sourcing, due diligence, in-depth financial modeling, preparing investment recommendations and memos, and presenting to the investment committee and/or senior portfolio managers
Negotiate and execute transactions with a degree of independence
Collaborate with legal and operations departments to ensure proper execution of limited partnership agreements, capital calls and distributions
Make recommendations on amendments, consents and other ongoing partnership maintenance
Monitoring of managers and portfolio investments, including writing reports and attending/participating in manager investor meetings
Maintain and develop relationships with general partners, agents, bankers, and other intermediaries
As appropriate, engage with other groups within Aegon AM such as structured and alternative fixed income, bank loan team, high-yield team, fixed income research, quantitative solutions, etc. to help source and diligence investment opportunities
Work travel opportunities

Skills

Key technologies and capabilities for this role

Private EquityMezzanineLeveraged BuyoutLBOSecondary InvestmentsGrowth EquityDirect LendingDistressedInfrastructureAsset AllocationPortfolio ConstructionDue DiligenceManager SourcingCo-InvestmentsUnderwriting

Questions & Answers

Common questions about this position

What is the salary for this Associate / Sr. Associate position?

This information is not specified in the job description.

Is this role remote or based in a specific location?

The position is based in Baltimore, MD with the current four person Aegon AM Private Equity & Mezzanine team.

What skills are required for this private equity role?

Key skills include sourcing and evaluating managers in LBO, secondary, growth equity, direct lending, mezzanine, distressed and infrastructure; conducting due diligence, financial modeling, preparing investment memos, and portfolio monitoring.

What is the team structure for this position?

The role joins a current four person Aegon AM Private Equity & Mezzanine team based in Baltimore, MD.

What makes a strong candidate for this role?

This program is a good fit for pre-MBA candidates seeking 2-3 years of private equity work experience, with strong performers potentially promoted to career track positions and awarded carried interest.

Acadian Asset Management

Global investment management using quantitative strategies

About Acadian Asset Management

Acadian Asset Management specializes in quantitative investment strategies, using mathematical models and data analysis to guide their investment decisions. They primarily serve institutional clients, such as pension funds and foundations, and focus on equities and other asset classes in both developed and emerging markets. Their systematic approach employs computer algorithms to analyze large amounts of financial data, helping to identify investment opportunities and manage risks effectively. This method aims to achieve higher returns compared to traditional investment strategies. Acadian generates revenue through management fees based on assets under management and performance fees linked to investment success. Additionally, they prioritize corporate social responsibility, engaging in community initiatives and promoting diversity, equity, and inclusion within their organization. Their goal is to deliver superior investment performance while positively impacting the community.

Boston, MassachusettsHeadquarters

1986Year Founded

VENTURE_UNKNOWNCompany Stage

Quantitative Finance, Financial ServicesIndustries

201-500Employees

Benefits

Hybrid Work Options

Professional Development Budget

Risks

Competition from firms like Two Sigma could erode Acadian's market share.

Passive investing trends threaten Acadian's active management model.

Regulatory scrutiny on algorithmic trading may impact Acadian's operations.

Differentiation

Acadian uses sophisticated analytical models for active stock selection.

Their proprietary database covers over 40,500 securities in 100+ markets.

Acadian offers customized investment management solutions for institutional clients.

Upsides

Increased interest in ESG investing aligns with Acadian's sustainability commitment.

AI-driven strategies enhance Acadian's quantitative model capabilities.

Growing demand for customized solutions benefits Acadian's tailored services.

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