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Medley is a credit-focused asset management firm offering yield solutions to retail and institutional investors. Medley’s national direct origination franchise, with over 85 people, is a premier provider of capital to the middle market in the U.S. Medley has over $5 billion of assets under management in two business development companies, Medley Capital Corporation (NYSE: MCC) and Sierra Income Corporation, as well as private investment vehicles. Over the past 14 years, we have provided in excess of $6 billion of capital to over 350 companies across 35 industries in North America.


POSITION: Managing Director, Institutional Fundraising

Location: New York, NY or San Francisco, CA


ACCOUNTABILITIES

The Managing Director, Institutional Fundraising will be accountable to the Head of Institutional Fundraising to:

  • Establish and maintain relationships with institutional investors and/or their managers/advisors/consultants, with the intent of attracting capital to a variety of credit focused investment strategies by Medley.
  • Take lead role in managing relationships with institutional investors and to market new credit strategies; obtain capital commitments and to work with Medley’s Investor Relations team to update investors with traditional financial reports and customized reports. 
  • Increase investor recognition of Medley’s brand, platform and strategies and extend Medley’s connectivity in the global institutional arena. 
  • Assist with investor identification and solicitation; establishing initial dialogues; preparing targeted/investor-specific presentation materials; coordinating fundraising scheduling, and creating detailed diligence follow up meetings.
  • Respond to prospective investor inquiries, questionnaires and RFP’s; coordinating closing and follow up.


QUALIFICATIONS

Essential attributes include;

  • Bachelor’s degree required.  Graduate degree a plus, though not necessary.
  • 15+ years of work experience, ideally in alternative investments/investment management with a significant portion spent in a sales or marketing role
  • Fixed income distribution and/or credit syndication experience from a top tier investment banking platform covering institutional investors.
  • Prior experience with institutional investor community (corporate and state pension plans, endowments, foundations, pension consultants, insurance companies, fund of funds, sovereign wealth funds and high net worth).
  • Ideally, candidate will have developed network of institutional investors and will have extensive knowledge of and experience with the capital raising process including: marketing, negotiating, legal, reporting and diligence.
  • Excellent communication, organizational and follow-up skills, both verbal and written, with all levels of the company including Senior Management and external parties. 
  • Ability to quickly garner the respect of colleagues, as well as other industry professionals.
  • Entrepreneurial mentality/self-starter.
  • Demonstrated leadership and management experience, skills and abilities.
  • Impeccable ethics and integrity.
  • Intellectual curiosity and desire to continuously add to knowledge base.
  • Strong, effective negotiation skills
  • Commitment to teamwork


EQUAL EMPLOYMENT OPPORTUNITY

Medley is an equal opportunity employer. Medley does not discriminate on the basis of race, belief, age, gender, sexual orientation, nationality, disability or any other legally protected personal attributes. 


Employees

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Fund Manager from United States of America