Transaction Management Coordinator - Private Capital Advisory

Region

Americas

Business Unit

Financial Advisory

Location

New York

Job Description

Lazard is one of the world's leading financial advisory and asset management firms. Our people make the difference. With just over 3,000 employees, our tight-knit community allows for professionals eager to learn and willing to teach to connect and grow together. We believe that diversity, equity, inclusion, and allyship are not just business imperatives - they are central pillars of our employee experience. Our entrepreneurial culture and flat structure allow creative ideas and original concepts 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.

We'll trust you to:

• 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

You'll need to have:

• 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
• Demonstrated ability to handle confidential information appropriately
• Experience using CRM / Microsoft suite and knowledge of the alternative investment industry a plus
• Remote flexibility with some onsite (NY) expectations

What we offer

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.

We expect the base salary range for this role to be approximately $100,000 - $120,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard Financial Advisory's compensation package, which also includes comprehensive benefits and may include incentive compensation.

Does this sound like you?

Apply! We'll get in touch on the next steps.

Diversity and Inclusion at Lazard

Lazard is an intellectual capital business focused on delivering the best advice and solutions to clients. Achieving these objectives requires us to identify, develop and retain the best talent. A workforce comprised of people with varied backgrounds and experiences creates a rich diversity of thought that empowers us to challenge conventional wisdom, as diverse perspectives lead to better decisions.

Our appreciation of diversity's strength is ingrained in our multi-cultural heritage. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respect for individual differences, which has been core to our success for several decades.

The ongoing cultivation of diversity and an inclusive, equitable culture are essential to our continued growth. We are committed to sustaining an environment in which all employees - regardless of socioeconomic status, race, color, nationality, religion, gender, sexual orientation, physical abilities, veteran or military status - can bring their whole selves to work to maximize their individual potential and our collective success.