Transaction Management Associate (Private Equity Fundraising) - Private Capital Advisory

Lazard, Inc.

$185K — $250K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of 3 years of experience in Private Equity fundraising
  • Strong writing skills for crafting marketing materials
  • Organized communication style for managing senior client interactions
  • Ability to multi-task and manage multiple elements of fundraising
  • Private Equity fundraising experience, preferably as a placement agent or internal investor relations member

Responsibilities

  • Assist in evaluating and tracking market developments related to fundraising
  • Support Transaction Management teams with fund due diligence and marketing material preparation
  • Act as a point of contact for clients, transitioning to primary contact over time
  • Collaborate with the Private Equity Distribution Team throughout the marketing process
  • Prepare supporting materials for client communications involving regular updates and roadshow coordination

Benefits

  • Comprehensive and competitive benefits package
  • Emphasis on employee health and well-being
  • Individualized experience to balance career, family, and community commitments
  • Investment in career development based on unique talents and passions
Full Job Description
Job Description

Lazard PCA is seeking to hire an Associate with a minimum of three years of experience for its Primary Private Equity fundraising business. This person will play an important role as a Transaction Management team member alongside senior bankers supporting deal management activities primarily for North American based clients. The position will be based in New York City and require periodic travel.

We'll trust you to:
  • Assist in evaluating and tracking market developments (deals in market, participating investors, current events)
  • Support several Transaction Management teams in conducting fund due diligence, preparing marketing materials and being a point of contact with clients, ideally evolving to primary contact
  • Communicate and strategize with the Private Equity Distribution Team throughout the marketing process to close investor commitments
  • Work with Analysts to prepare supporting materials required for communication of fundraising information to fund manager clients; communication occurs on a daily and weekly basis and includes coordinating investor roadshows; filtering and relaying investor feedback; completing due diligence requests, and detailing the overall status of the fund-raising.

You'll need to have:
  • Strong writing skills required for marketing materials
  • Organized and confident communication style internally and externally; ability to seamlessly manage senior client interaction
  • Capacity to multi-task and to manage multiple elements of a fund raising
  • Private Equity fundraising experience preferred, either as a placement agent, limited partner, or internal investor relations team member

Does this sound like you?

Apply! We'll get in touch on the next steps.

What we offer:

We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.

We expect the base salary range for this role to be approximately $185,000 - $250,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, and relevant skills for the role. Base salary is one component of Lazard Financial Advisory's compensation package, which also includes comprehensive benefits and may include incentive compensation.

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