Analyst - Private Capital Advisory - Primaries

Lazard Careers • , NY

1d • $120,000 - $125,000

About The Position

Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference . While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight. Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world’s largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network. Lazard’s Private Capital Advisory Group (“PCA”) is a global leader in raising capital, executing secondary transactions and providing capital solutions for private investment funds. We are a leading global placement agent having raised over 145 funds and over $145B of capital since 2003. Our group has built one of the broadest institutional investor coverage networks in the industry and has cultivated relationships with over 1,500 institutional investors, globally. Our secondary advisory team has advised on many of the largest and most innovative transactions in the secondary market. The Lazard Private Capital Advisory Group has three lines of business: Secondary Advisory: Dedicated global team of secondary transaction experts advising on the divestiture of private fund interests and direct securities interests via GP-led (single / multi-asset continuation fund, strip sale, tender offer, etc.) and LP-led secondary transactions Conducting sales processes of existing fund positions or direct company interests on behalf of both fund managers and institutional investors, Lazard PCA has advised many of the leading financial sponsors in the world and created many of the structures that are now commonplace in the secondary market Experienced advisor on the sale or spin-out of management companies, as well as the leading advisor in the financial sponsor liquidity solution market today Private Equity and Credit Fund Placement: Advises private equity and credit firms on raising capital across fund types and structures Decades of experience and a global network of relationships with relevant sources of capital Successful capital raising track record with special expertise in complex transactions across a variety of strategies and sectors Real Asset Fund Placement: Advises real estate and real asset general partners seeking to raise capital Experienced in working with both equity- and debt-focused managers across a range of investment vehicles, including closed- and open-end funds, private REITs, and programmatic joint ventures Advise on complex assignments involving real estate and real assets fund restructurings As an Analyst on the Private Equity and Credit Fund Placement team, Analysts will work with Associates, Vice Presidents, Directors, and Managing Directors to execute fundraising transactions. Analysts will work in tandem with deal teams during the preparation of a transaction and during the marketing and due diligence phases of the transaction.

Requirements

• One year of relevant work experience (investment banking, corporate finance, management consulting, placement agent or investor relations is strongly preferred)
• Strong analytical and quantitative skills with training in the building of presentation materials and financial modelling. PCA will provide additional training specific for our transactions but a baseline technical skillset is preferred.
• Proven academic excellence with excellent attention to detail and high standards of accuracy
• A team plater mindset; ability to work as part of a close-knit team
• Strong interpersonal skills and ability to communicate both to PCA deal teams and external clients
• Strong ability to multi-task, as the role requires the balancing of multiple deals across our three verticals at once
• A high level of responsiveness with a strong work ethic; commitment to maintaining a high quality work product

Responsibilities

• Prepare presentation materials and pitches for prospective clients as we are marketing primary fundraises
• Analyze client financial and performance information and assist in the group's due diligence investigations of prospective clients and companies
• Assist in the preparation of marketing materials, including private placement memoranda, due diligence questionnaires, and investor presentation materials
• Communicate regularly with Lazard's institutional investor coverage professionals and across Lazard M&A teams with whom we are working
• Prepare and manage the virtual data room
• Assist in preparing responses to investor due diligence requests
• Manage the new investor / buyer outreach process as part of live transactions
• Maintain a CRM database of investor commentary, feedback, and interest in a particular fund
• Track market data to assist the group’s communications with fund managers and limited partners

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed