Transaction Management Coordinator - Private Capital Advisory

Lazard Careers • , NY

19h • $100,000 - $120,000

About The Position

Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference . While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight. Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world’s largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network. The Lazard Private Capital Advisory Group is a global leader in raising capital, executing secondary transactions and providing capital solutions for private investment funds. The group has three lines of business: Private equity and credit fund placement: raising institutional capital for buyout, growth, turnaround, venture capital, mezzanine, and opportunistic credit fund managers Real estate fund placement: raising institutional capital for real estate fund managers Secondary private market advisory: conducting sales processes of existing fund positions or direct company interests on behalf of both fund managers and institutional investors The fund placement bankers in PCA work in two primary functions: transaction management and investor coverage. The transaction management team works closely with the fund manager and is responsible for evaluating potential new business opportunities, preparing the offering materials to take a transaction to market, preparing and updating due diligence materials, managing the due diligence process, and effectively coordinating roadshows and closing processes. The investor coverage team has highly cultivated relationships with more than 1,000 institutional investors globally, including public and corporate pension funds, endowments and foundations, financial institutions, fund of funds managers, family offices, and sovereign wealth funds. The transaction management and investor coverage teams collaborate to ensure a targeted and effective marketing process. Secondary advisory bankers integrate these two functions while also working with the investor coverage team to efficiently raise capital for secondary clients. Some transaction management professionals work across the three lines of business (including all of the Analysts in the US). Lazard’s Private Capital Advisory Group is a global team of over 75 investment bankers with offices in the US (New York, Boston, Chicago, Los Angeles and San Francisco), Europe (London and Paris) and Asia (Singapore). Recent clients of the group have included: AE Industrial Partners, Ara Partners, Ares Management, Clayton Dubilier & Rice, Eurazeo, Fifth Wall Real Estate, Goldman Sachs Asset Management, Henderson Park Real Estate, Insight Partners, Kohlberg & Co., Madison Dearborn Partners, Madison Realty Partners, New Enterprise Associates, Permira, TH Lee, and TPG. The Transaction Management Coordinator will be responsible for managing the logistics related to the private equity, private credit and real estate primary fundraising mandates across Lazard’s Private Capital Advisory platform.

Requirements

• Extraordinarily detail oriented, proactive and capable of independent work
• Ability to interact with various staff members at all levels and in multiple geographies in a fast-paced environment, sometimes under pressure, remaining positive, flexible, resourceful, and efficient, with a high level of professionalism and confidentiality
• Ability to adapt to change and actively seek tasks when time warrants
• Ability to balance conflicting priorities to manage workflow and ensure the completion of essential projects
• Demonstrate awareness of fundamental business principles and understanding of overall firm structure and objectives to ensure appropriate decision-making protocols are followed
• Ability to prioritize responses and tasks with accuracy, concision, and professionalism
• Excellent written and verbal communications skills

Nice To Haves

• Experience using CRM / Microsoft suite and knowledge of the alternative investment industry a plus

Responsibilities

• Manage the logistics and transaction related calendars for designated private funds assignments across multiple strategies and asset classes for both internal and external stakeholders
• Along with internal transaction management bankers, coordinate and execute virtual and in-person fundraising roadshows and other prospective investor meetings and group events
• Manage investor meeting logistics including, but not limited to, booking accommodations, catering and transportation; oversee deal expense management and reconciliation alongside Analysts and Administrative Assistants
• Manage Client Relationship Management system and document repositories
• Attend weekly or other regular deal team meetings (both internal and with clients)
• Schedule and manage logistics for internal events, specifically fund trainings, teach-ins, and launch sessions; activities include managing the technology, catering, materials, e-mail communications and other items as needed
• Assist with logistical oversight of the transaction management team, generating suggestions for efficiency improvements via process and/or technology
• Available and responsive throughout each meeting/event and manage on-site events (in NYC) where necessary

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed