Associate, Fund Formations jobs in United States
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Cerberus Capital Management ยท 4 weeks ago

Associate, Fund Formations

Cerberus Capital Management is a global leader in alternative investing with a focus on credit, private equity, and real estate strategies. The Associate will participate in fundraising and fund formation, conducting investment analysis and supporting senior investment professionals throughout the deal lifecycle.

FinanceFinancial ServicesImpact Investing
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H1B Sponsor Likelynote

Responsibilities

Build and maintain complex models (three-statement, DCF, LBO) to support fund structuring and investor presentations
Develop high-quality pitch decks, marketing presentations, and data-driven materials for institutional investors
Create, update, and interpret fund performance metrics, portfolio analytics, and investor reporting packages
Investor engage via calls and meetings with current and prospective investors, supporting negotiations and fund structuring discussions (structuring, negotiation, and forming of funds), and fund leverage providers for funds
Collaborate with operations, accounting, investor relations, and deal teams to ensure seamless execution of fund formation activities
Assist in negotiations with fund leverage providers and contribute to documentation and compliance processes
Lead comprehensive underwriting of new loan transactions, performing detailed credit analysis and risk assessment
Drive negotiations on investment terms and collaborate on legal documentation to ensure optimal deal structures
Oversee post-close portfolio monitoring, tracking performance and identifying potential risks through to payoff
Maintain accurate financial data by inputting key metrics into data management systems and preparing periodic reports for internal committees
Build and sustain relationships with Private Equity sponsor clients through regular interaction and strategic communication

Qualification

Financial modelingValuation techniquesCredit/debt asset classesData managementPresentation developmentAnalytical skillsMulti-taskingCommunication skillsRelationship-buildingSelf-motivated

Required

1-3 years of investment banking or other comparable finance / transaction-oriented experience with bachelors degree (leveraged finance or M&A deal experience preferred)
Advanced financial modeling(three statement, DCFs, LBOs) and valuation techniques
Familiarity with credit/debt asset classes and leveraged finance and accounting concepts
Self-motivated and strong work ethic
Excellent communication and relationship-building skills for investor interactions
Intellectual curiosity with strong analytical and critical thinking skills
Strong presentation development skills (PowerPoint, storytelling for investors)
Experience and / or keen interest in the credit / debt asset class
Ability to multi-task in a fast-paced environment and manage competing priorities
Advanced data management and analytics proficiency (Excel, CapitalIQ, Bloomberg)
Knowledge of fund formation processes, including structuring and legal considerations

Benefits

Annual discretionary bonus
Robust benefits package

Company

Cerberus Capital Management

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Cerberus Capital Management is a private investment firm that focuses on operational private equity investments.

H1B Sponsorship

Cerberus Capital Management has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (11)
2024 (5)
2023 (10)
2022 (8)
2021 (7)
2020 (2)

Funding

Current Stage
Late Stage

Leadership Team

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Frank Bruno
Chief Executive Officer, Chief Investment Officer, and Senior Managing Director
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Joseph Naccarato
Chief Operating Officer and Chief Credit Officer / Senior Managing Director
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Company data provided by crunchbase