Global Advisory, GMS - GP Solutions Capital Advisory, DIR, NY

About Us
 

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.

Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.

We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

Rothschild & Co Global Advisory

We provide impartial, expert advice to large and mid-sized corporations, private equity, families and entrepreneurs, and governments. We design and execute strategic M&A and financing solutions for our clients and act as a trusted partner, taking a long-term and independent view on the challenges they face. Our deep understanding of financial markets, the high volume of transactions we advise on, and our unrivaled network of industry and financing specialists in 40 countries, provide clients with a comprehensive perspective to achieve their strategic goals.

Overview of Role

Rothschild & Co’s Global Markets Solutions arm (“GMS”) sits within the Global Advisory division and serves as a critical part of the firm’s overall offering, working closely with sector M&A colleagues globally. The Vice President in the group will work across sectors on a broad spectrum of equity capital markets transactions including IPOs, SPACs, direct listings, common stock, block trades and other shareholder monetizations. The role will also involve executing on private capital market transactions including direct minority and hybrid capital solutions for growing and mature businesses, as well as liquidity solutions for sponsor liquidity strategies, and distributed private capital solutions. The group has advised on some of the highest profile ECM transactions of the last decade, including Alibaba’s $25 billion IPO (largest IPO ever globally), Spotify’s $31 billion direct listing on the NYSE (advisor to two major shareholders), Ferguson’s $23 billion listing transfer from LSE to NYSE, the Canadian Government’s monetization of General Motors and multiple growth equity privates, IPOs, SPACs and stock offerings.

The firm’s Secondary Advisory team advises on many of the largest and most complex secondary transactions completed globally. This team focuses on GP-led transactions and/or Continuation Vehicle Advisory. Team members work with a wide variety of external counterparties and clients which include LPs, GPs, corporates, individuals and government organizations.

The Secondary Advisory Business develops tailored solutions for general partners and limited partners to provide liquidity for investors across a wide array of illiquid alternative products.

Primary Responsibilities: In response to strong firm growth and robust client demand in North America, the firm is expanding its secondary advisory business in the United States. team is seeking an experienced, Director to join the firm’s New York office. The successful candidate is  expected to be at a level where he/she could both originate and lead the execution of secondary advisory mandates as well as help oversee the US secondary team alongside the Head of Secondary Advisory. There is a strong preference for a candidate joining the firm from another private capital advisory team at an investment bank with experience in executing GP-led transactions.

Candidates must possess strong corporate finance skills, have deep deal execution experience and a track record of client coverage/origination. The Director can expect broad exposure to all aspects of the secondary advisory business including:

• Deal origination, business development and marketing activities
• Evaluation of a client’s prospective liquidity needs and underlying objectives
• Idea generation, strategic advice and process design to maximize the outcome for clients · Review of the modeling and analysis of underlying illiquid portfolios to derive key insights on main value drivers and risks
• Communication / negotiation with secondary buyers to maintain engagement and preserve competitive tension during an auction process
• Lead transactions from beginning to end and effectively managing a deal team to deliver client objectives
• Management of client relationships with sound advice and well thought through guidance during transactions Improving the systems, processes, models and presentations of the team

• Mentorship and career development of junior staff members

Qualifications:

Ideal candidates are high caliber self-starters who understand the dynamics of the private equity secondary market and have experience executing secondary transactions. Candidates with pure investment banking experience will be considered provided they have significant sell-side transaction experience.

The firm is seeking highly motivated, bright candidates who want to become an integral part of a dynamic team.

Must have the ability to think creatively and articulate complex messages and ideas simply and clearly.

As well as: excellent communication and organizational skills, strong analytical and quantitative capabilities, and clear and concise writing skills.

Position Requirements:

• 8-12 years either in secondary advisory at a top Private Capital Advisory Group or experience in investment banking in M&A, Financial Sponsors, ECM, or DCM group;
• Strong commercial acumen, with the proven ability to establish relationships and close business;
• Strong alternative investment product knowledge, with the ability to uncover investor sentiment and accurately match investment product with investor;
• A proactive and entrepreneurial work ethic, with the ability to take initiative and work well under pressure;
• The ability to work both independently in a small-team office environment, and to collaborate as part of a broad-based international team;
• An active Series 7 plus either Series 63 or Series 66 licenses;
• Excellent written and verbal communication skills;
• Bachelor’s degree from a well-regarded university.

Expected base salary rates for this role in our New York Office will be between $300,000 and $325,000  per year at the commencement of employment. However, salary offers are determined on an individualized basis and are based on a wide range of factors, including relevant skills, training, experience and education. Market and organizational factors are also considered. In addition to salary and our Rothschild & Co employee benefits package, successful candidates may be eligible to receive a discretionary bonus.

Rothschild & Co North America is an equal opportunity and employer.

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