Associate Director, Asset Management

ORIX Group•San Francisco, CA

1d•$160,000 - $200,000•Hybrid

About The Position

Purpose and Job Summary: The Associate Director will be a key member of the ORIX Growth Capital team in New York, focusing on underwriting and portfolio management. Key elements of the role include company and investment evaluation, industry and economic research, analysis of micro- and macroeconomic trends impacting company performance, term sheet review, company-specific and industry-wide due diligence, financial modeling, legal documentation and close, focusing on underwriting and portfolio management. The successful candidate will work closely with Senior Management of ORIX Growth Capital, equity investors and management teams to successfully grow the ORIX Growth Capital brand. ORIX Growth Capital is proud of its talented team, strong industry relationships and commitment to long term success. Candidates must have a strong interest in technology companies and a desire to work closely with venture capital and private equity communities. Essential Duties and Responsibilities: Perform industry and relevant economic research in order to analyze relevant trends and key risks on investment opportunities Communicate key industry and economic trends impacting current and future company performance both verbally and via written investment memorandums and research reports Evaluate potential investment opportunities and create financial models using company-specific/industry-wide factors and overall short- and long-term economic trends, and discuss relevant impacts to the investment Serve a primary lead in due diligence efforts, including company-specific, industry-wide and macroeconomic risks and opportunities, as well as collecting and analyzing relevant data and trends Prepare term sheets, credit applications, and other documentation required for approval of deal by investment committee and executive management Coordinate legal review and documentation for deal closing Build and nurture ongoing relationships with new and existing clients and investors Work with ORIX Growth Capital portfolio companies, including monitoring of performance, attending board meetings, and following up on investment Some domestic travel required, dependent on investment activities Other duties and projects, as assigned Contacts This position has frequent contact with all levels of employees and management. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors. Education, Skills and Experience: Bachelor’s degree from accredited four-year university in finance, economics, or related field required; Master's degree preferred 5+ years of experience at a top-tier investment bank, private equity or debt fund, venture capital firm or growth technology company Deep understanding of software & technology industries, and venture & growth ecosystems Highly developed analytical skills with ability to define issues, collect and analyze pertinent data, identify alternative solutions, project consequences of proposed actions, draw valid conclusions, propose sound recommendations, and implement approved solutions in support of specified goals. Attention to detail is critical Excellent proficiency in accounting and financial modeling Exceptional organizational, communication, and presentation skills, including the ability to prepare comprehensive and insightful investment memoranda Solid interpersonal skills with success as an approachable collaborator at all levels of an organization Demonstrated ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; Ability to manage multiple changing assignments simultaneously without constant supervision A strong team orientation and the ability to thrive in a fun, performance-driven environment Ability to travel, as needed, for investment activities, sometimes with short notice Annual base salary gross: $160,000 - $200,000 (CA only). The base salary range represents the estimated low and high end of ORIX’s salary for this position based on geography. Actual base salaries will vary and will be based on various factors, such as candidate’s qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX’s total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information. Life at ORIX We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement. ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment. ORIX is a high-energy, rapidly growing company that rewards creativity, talent and a strong desire to succeed. The diverse financial services markets we serve -- and caliber of work we deliver -- enables us to offer a variety of exciting career paths and mobility to meet your personal and professional goals. Learn more about ORIX USA at www.orix.com. We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

Requirements

Bachelor’s degree from accredited four-year university in finance, economics, or related field required; Master's degree preferred
5+ years of experience at a top-tier investment bank, private equity or debt fund, venture capital firm or growth technology company
Deep understanding of software & technology industries, and venture & growth ecosystems
Highly developed analytical skills with ability to define issues, collect and analyze pertinent data, identify alternative solutions, project consequences of proposed actions, draw valid conclusions, propose sound recommendations, and implement approved solutions in support of specified goals.
Attention to detail is critical
Excellent proficiency in accounting and financial modeling
Exceptional organizational, communication, and presentation skills, including the ability to prepare comprehensive and insightful investment memoranda
Solid interpersonal skills with success as an approachable collaborator at all levels of an organization
Demonstrated ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; Ability to manage multiple changing assignments simultaneously without constant supervision
A strong team orientation and the ability to thrive in a fun, performance-driven environment
Ability to travel, as needed, for investment activities, sometimes with short notice

Responsibilities

Perform industry and relevant economic research in order to analyze relevant trends and key risks on investment opportunities
Communicate key industry and economic trends impacting current and future company performance both verbally and via written investment memorandums and research reports
Evaluate potential investment opportunities and create financial models using company-specific/industry-wide factors and overall short- and long-term economic trends, and discuss relevant impacts to the investment
Serve a primary lead in due diligence efforts, including company-specific, industry-wide and macroeconomic risks and opportunities, as well as collecting and analyzing relevant data and trends
Prepare term sheets, credit applications, and other documentation required for approval of deal by investment committee and executive management
Coordinate legal review and documentation for deal closing
Build and nurture ongoing relationships with new and existing clients and investors
Work with ORIX Growth Capital portfolio companies, including monitoring of performance, attending board meetings, and following up on investment
Some domestic travel required, dependent on investment activities
Other duties and projects, as assigned