We Offer The Credit Suisse Private Fund Group ("PFG") provides a range of private placement and related services, including fund placement, direct corporate capital raising (directs and co-investments), and secondary solutions. The PFG is one of the largest, most cohesive and experienced global private placement and secondary solutions teams in the industry, having raised over $458 billion of capital for over 356 funds since 1994.
The PFG has one of the most global teams in the industry, with locally-based professionals in New York, London, Hong Kong, Chicago, Dallas, San Francisco, Sydney and Seoul. The PFG raises private capital from investors worldwide, including public and private pension funds, sovereign wealth funds, endowments, foundations, banks, insurance companies, fund of funds, consultants and high-net-worth individuals and families. The team operates through dedicated, local, on-the-ground resources to raise capital globally in Australia, Asia, Europe, Middle East, North America and South America.
The PFG has raised over 350 funds across all strategies / fund types including:
Lower Middle Market & Middle Market Buyout; Energy & Natural Resources; Direct Lending; Distressed Debt; Special Situations; Mezzanine; First-Time Funds; Secondary Funds; Infrastructure; Emerging Markets; and Real Estate.
The PFG is formed of several verticals, including:
Project Management: In teams of 3-4, these individuals manage the fundraising process, communicating with the GP raising the fund on a daily basis and acting as an interface between the GP and the PFG's 21-person distribution team. Project Management's responsibilities include: advising the GP on their fundraising strategy; compiling high quality marketing and due diligence materials for the fund; managing the cash flow and track record files relating to the fund; tracking the status of each potential investor with regard to the fundraise; planning roadshows so that the GP can visit potential investors in different cities around the world; and processing the due diligence requests that potential investors may have with regard to the fund being raised. Each project manager will typically be working on three live deals at a time.
Distribution: These individuals communicate with a global network of institutional investors, marketing to them the funds with which PFG is working at a given time. They typically attend meetings between GPs and investors, and build up close relationships with a network of investors over time. They typically cover a single delimited geographic area. Capital is raised from a diverse array of investors, including public pension plans, insurance companies, corporate pensions, endowments/foundations, family offices, sovereign wealth funds, etc.
Secondaries: A specialised secondaries team focuses on providing liquidity and restructuring solutions in illiquid asset classes. They strategically advise both GPs and investors regarding the sale of stakes in private funds, the structuring of liquidity mechanisms, and how to navigate and tap the private equity secondary market.
Due Diligence: These individuals assess potential GPs with which the PFG might work, reviewing their track record and strategy.
Roles & Responsibilities:
PFG Analysts are expected to perform at a high level and take the initiative to come up to speed quickly assuming increasing levels of responsibility. They can expect a broad exposure to all aspects of the fundraising process including:
Providing upfront strategic advice and evaluating prospective clients;
Articulating complex marketing stories and preparing in-depth fundraising materials;
Opportunities to travel and work with a global client base;
Daily client interaction with senior private equity executives;
Constant communication with the PFG global distribution force to coordinate and track the capital raising process
You Offer PFG Analysts must be high caliber self-starters who possess a strong desire to learn about and understand the dynamics of the private equity industry, the businesses it invests in, and the capital structures used. In addition we are seeking the following:
Highly motivated, bright candidates who want to become an integral part of a dynamic and fast-growing group;
Good communication and organizational skills; ability to think creatively; strong analytical and quantitative capabilities;
Clear and concise writing skills; accuracy and attention to detail; ability to work both independently and as a team member;
A high degree of dedication.
Foreign language speaker required
Experience in editing and critiquing documents
Previous experience in negotiations and analyzing sales figures
You will adhere to the following principles in the execution of your role:
act with integrity;
act with due skill care and diligence;
observe proper standards of market conduct;
deal with the regulators of the entities in an open and co-operative way, disclosing any information of which they would expect notice;
take reasonable steps to ensure that the business of the entities is organised so that it can be controlled effectively;
exercise due skill, care and diligence in managing the business of the entities; and
take reasonable steps to ensure that the business of the entities complies with the relevant requirements and standards of the regulatory system.
Fit and Proper Requirement:
You must ensure that you remain fit and proper to perform your role. You should notify Management if any event occurs which would be relevant to your honesty, integrity and reputation, competence and capability and financial soundness, or involves a significant conflict of interest.
Own Training and Competence:
You will maintain a sufficient level of professionalism and competence for the role.
Performance Management and Assessment:
Performance will be assessed through the Firm's performance evaluation system - MyPerformance, with input from all stakeholders.