Analyst/Associate, Capital Solutions Group

About BDT & MSD Partners:

BDT & MSD is a merchant bank built to serve the distinct needs of family business owners, founders, and their enterprises. We seek to deliver attractive risk-adjusted returns to our investors and help industry-leading businesses – and the families and founders who own them – thrive across generations.

Website: https://bdtmsd.com/

Business Title: Analyst / Associate

Department: Capital Solutions Group

Reports to: Principal

Location: New York

Salary Range: $115,000 - $150,000

BDT & MSD Partners  is committed to providing its employees with career growth opportunities and a competitive total compensation package. Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant education, qualifications, skills, experience, internal equity, and alignment with market data. The above range references only base salary and does not include any another type of compensation or benefits that may be available.

Job Type: Full-time, exempt

Scope: This role will be an integral member of the firm’s growing Capital Solutions Group (“CSG” or the “Team”), which helps oversee capital formation and product development for the firm’s credit and real estate strategies

 Primary Responsibilities:

• The Analyst / Associate will be responsible for sales support which includes coordination of information flow, research, analytics, materials prep, events, conferences, logistics, roadshows, etc
• The ideal candidate will function in a sales support role, assisting 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

Basic Qualifications:

• 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

 Preferred Qualifications:

• Experience working with institutional investors (particularly insurance companies and pensions) and consultants is preferred

 Benefits & Perks:

• Flexibility & Time Off:
  • Our firm follows the NYSE holiday schedule
  • Based on position and years of service, you will receive accrued vacation days throughout the year, along with receiving your birthday off, personal days, sick days & one volunteer day each year
  • We offer employees two “work from anywhere” weeks annually
• Meals and Car Service:
  • Lunch is delivered on a daily basis for in-office days
  • If working past 7pm, delivered dinner is covered
  • Complimentary snacks and drinks available in kitchens throughout the office
  • For your safety, if working past 7pm, taxi/uber/lyft to your house is covered
• 401(k) & Profit Sharing:
  • The firm contributes 3% of employee’s earned salary, up to a maximum
  • An annual profit-sharing contribution at year end may also be provided, determined by firm performance
• Benefits & Wellness:
  • Comprehensive Medical/Dental/Vision benefit plans are provided and the firm covers the large majority of the premium & a voluntary FSA plan is available
  • Complimentary access to the firm’s gym facilities in the co-headquarters locations of Chicago and NYC
  • Parental Leave: 8 weeks for all parents (“bonding leave”), up to an additional 8 weeks for birthing parent (“birth parent leave”) and transition back to work time
  • Maven benefit: all-in-one digital health platform that supports all paths to parenthood, including reimbursement for egg freezing, fertility, adoption and surrogacy services; pregnancy & postpartum support and early pediatric support.
  • Annual executive physical program
  • Basic Life / AD&D Insurance, group personal excess liability coverage, short-term/long-term disability coverage & travel Insurance via MedJet
  • Pet Insurance discounts
  • Access to financial wellness coaches and resources
• Charitable Contributions:
  • 1:1 firm-matching charitable contributions to organizations you choose to support
  • Technology: iPhone and laptop provided
  • Other: anniversary milestone trip reimbursements, tuition reimbursement and premier tickets to sports games (e.g., Cubs)

At BDT & MSD, we are committed to creating and prioritizing a diverse, equitable & inclusive work environment in all we do. We are focused on building a workplace that reflects a variety of backgrounds, experiences and perspectives, as well as fostering an inclusive and development-oriented culture. Our people are our most important asset. We believe that having a strong team of diverse, world-class talent is not only the right thing to do but also critical to every aspect of our collective success as a business.

BDT & MSD is an Equal Opportunity Employer.