SVP/Managing Director, Head of PE Fund and Manager Finance Originations Greater New York City, NY Area
About the Company
Successful investment management & financial advisory firm
Industry
Investment Management
Type
Public Company (AB)
Age
employees
1001-5000
About the Role
Greater New York City, NY Area (On-site)(New York City, New York)
Who You'll Work WIth:
We are seeking an experienced Managing Director to lead origination efforts across a growing Private Equity NAV Finance platform, with an initial focus on the mid-market and upper mid-market segments.
The successful candidate will be responsible for developing and managing senior relationships with private equity sponsors, originating and executing bespoke NAV financing solutions secured against underlying private equity portfolios.
This is a senior commercial role requiring an established network of private equity relationships, a demonstrable track record of originating and executing NAV transactions, and the ability to independently develop and convert new business opportunities.
The successful individual will play a key role in building the platform, with the opportunity to expand into adjacent markets over time, including secondaries NAV, continuation vehicle financing and GP / management company financing.
What You'll Do:
Origination & Business Development: Lead origination efforts across the mid-market and upper mid-market private equity landscape, identifying and developing new lending opportunities with established and emerging PE sponsors.
Relationship Management: Establish, develop and maintain senior relationships with Managing Partners, CFOs, COOs and finance professionals at private equity firms, positioning the platform as a strategic financing partner to the GP community.
Product Expertise: Lead the origination of bespoke NAV financing solutions, primarily secured against diversified and concentrated private equity portfolios. Develop a deep understanding of portfolio-level lending structures, including single-asset and multi-asset NAV facilities, and other tailored liquidity solutions for private equity sponsors.
Structuring & Execution: Lead the structuring, negotiation and execution of NAV financing transactions, working closely with credit, underwriting, legal and risk teams to deliver bespoke solutions that meet clients' financing requirements.
Commercial Development: Develop and execute a business development strategy focused on expanding the firm's relationships and market presence across the mid-market and upper mid-market PE segments.
Credit & Underwriting: Work closely with internal underwriting teams to assess portfolio quality, underlying asset performance, valuation methodologies, leverage capacity and downside protection when evaluating potential transactions.
Platform Expansion: Help identify and develop opportunities to expand the business into adjacent financing markets, including secondaries NAV, continuation vehicle financing, GP financing and management company facilities.
Market Intelligence: Maintain a strong understanding of private equity market dynamics, portfolio liquidity requirements, competitive lending activity and emerging financing opportunities.
Team Leadership: Help build and develop the fund finance franchise, providing leadership and mentorship to junior originators and transaction professionals.
What We're Looking For:
Significant experience in fund finance, NAV lending or private equity-focused structured finance, ideally at Managing Director or senior Director level.
Established network of senior relationships across mid-market and upper mid-market private equity sponsors.
Demonstrable track record of independently originating and executing NAV financing transactions.
Strong technical understanding of NAV lending structures, including portfolio-level underwriting, valuation methodologies, advance rates, leverage capacity and structural protections.
Deep understanding of private equity fund structures, underlying portfolio companies, fund cash flows and GP financing requirements.
Proven ability to source new opportunities, develop strategic GP relationships and convert relationships into meaningful lending business.
Strong commercial judgement and the ability to structure bespoke financing solutions while balancing risk and return.
Excellent communication and negotiation skills, with the credibility to engage senior stakeholders at leading private equity firms.
Entrepreneurial mindset, with the ambition and ability to help build and scale a growing NAV finance platform.
New York, New York
Functions:
- Business Development
- Finance