Job Summary: We are searching for a knowledgeable and detail-oriented Private Equity and Limited Partnership Associate. This individual will play a crucial role in managing private equity fund operations while ensuring the success and satisfaction of our limited partners (LPs). The ideal candidate will be a with strong analytical skills and the ability to communicate Clearwater’s value proposition effectively to various stakeholders.
Key Responsibilities:
Fund Management:
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Oversee all administrative tasks related to private equity funds, including managing investor subscriptions, redemptions, and communications.
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Maintain accurate fund records and ensure compliance with relevant regulations.
Limited Partnership Relations:
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Act as the primary point of contact for limited partners, addressing inquiries, providing updates, and ensuring a high level of client satisfaction.
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Prepare and distribute regular reports to LPs regarding fund performance, investment strategies, and market insights.
Due Diligence & Investment Analysis:
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Conduct robust due diligence on potential investments, performing financial analyses, market assessments, and risk evaluations.
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Develop investment memos and presentation materials summarizing findings for internal decision-making and external communications with LPs.
Portfolio Management:
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Monitor and analyze the performance of portfolio companies, including key financial and operational metrics.
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Prepare and present performance reports to internal teams and LPstakeholders on a regular basis.
Project Management:
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Lead and manage strategic initiatives and projects related to fund operations and LP engagement.
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Create detailed project plans, track progress, and ensure timely delivery of objectives.
Quality Assurance & Content Development:
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Plan, design, and implement quality assessments for investment materials and reports to maintain high standards of accuracy and relevance.
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Utilize automation and manual processes to validate the integrity of financial and operational data.
Sales Support & Stakeholder Engagement:
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Actively participate in the fundraising process and prospect discussions, showcasing Clearwater's investment strategy and value proposition.
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Collaborate with cross-functional teams to improve operational workflows and address any challenges.
Trend Analysis & Innovation:
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Stay updated on industry trends and innovations in private equity and LP management, recommending improvements and new ideas to enhance our offerings.
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Lead efforts to develop Directly Responsible Individual (DRI) cases that align with business objectives and demonstrate return on investment (ROI).
Team Leadership:
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Mentor and guide junior team members, fostering a collaborative and growth-oriented environment.
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Develop and implement team training to enhance skills and knowledge related to private equity and LP engagement.
Required Skills and Qualifications:
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Bachelor's or master's degree in finance, business, or a related field.
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5+ years of relevant experience in private equity, investment banking, or a related finance role, with specific experience in limited partnership management preferred.
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Strong understanding of private equity fund structures and operations, including LP dynamics.
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Excellent analytical skills with a proficiency in financial modeling and analysis tools.
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Strong project management capabilities with the ability to handle multiple initiatives simultaneously.
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Exceptional verbal and written communication skills, with a keen attention to detail.
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Proficient in Microsoft Office Suite and financial analysis software.
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Knowledge of regulatory frameworks and compliance requirements related to private equity and LPs is desirable.
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Proven ability to build and maintain relationships with internal teams and external stakeholders.
