Vice President - Secondaries Investment Underwriting

Vice President - Secondaries Investment Underwriting, Dallas - CW Partners

Vice President – Secondaries Investment Underwriting, Dallas

Vice President – Secondaries Investment Underwriting, Dallas

The firm is looking to hire a Vice President Senior Associate to enable investment decision making

Help develop, refine, and perform financial analyses to enable and support investment decision making specific to evaluating alternative investment assets. Analyses include discounted cash flow, pricing analysis, comparables to other alternative assets in the same sector and vintage years, and statistical models and projections

Help train other Underwriting team colleagues to evaluate alternative assets

Conduct primary and secondary research on potential investments, industries, and asset classes

Prepare investment memos for the Credit Management Committee regarding potential new investments

Provide quantitative and analytical support to monitor existing alternative asset investments

Provide overall support to the investment underwriting team by leading select strategic projects with topics including improving valuation technique, enhancing sector knowledge, and targeting new product lines/business opportunities

Ability to build and execute complex financial and operating models, demonstrated through deep financial modeling experience including financial analysis, forecasting and valuation

Knowledge of capital structure and different types of securities and the methodologies to appropriately value and make investment decisions based on these different characteristics

Ability to review junior peers’ analysis and provide constructive feedback on valuation, analysis and structuring skills to build team knowledge base.

Ability to review and analyze accounting, financial, investment, and regulatory statements of companies, closed-end, and open-end funds of private securities

Strong qualitative skills such as possessing a firm analytical framework for evaluating a given industry and the competitive strategy of a company

Ability to make investment recommendations even with limited or less than complete data and other information

Experience using and incorporating 3rd party data services (such as Bloomberg, S&P Capital IQ, and others) into modeling and analysis tools

Must have the endurance, grit, and discipline to produce quality deliverables

Bachelor’s Degree required. CFA or working towards CFA is a positive. CPA or MBA not required but also a positive.

10 to 15 years of industry experience, in fields such as investment banking, leveraged finance, private equity, venture capital, and/or other investment managers, large investors (pension funds, large family offices, large-registered investment advisors), top tier consulting firms, and/or transaction advisory/accounting.

Experience in secondary investing is a strong positive

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