Investor Coverage - Senior Associate / Associate - Devon Park : Job Details

Investor Coverage - Senior Associate / Associate

Devon Park

Job Location : West Palm Beach,FL, USA

Posted on : 2025-01-28T15:24:15Z

Job Description :

About the Role - Devon Park seeks to hire an investor coverage senior associate or associate located in the West Palm Beach, Florida area. As part of the Investor Coverage Group, the senior associate or associate will be responsible for supporting senior coverage officers to provide our private capital clients with differentiated strategic and financial advice. The team is small and nimble, offering significant growth opportunities to a highly motivated self-starter. This person will support Devon Park's efforts across all asset classes, including private equity, private credit, infrastructure, real estate, venture, and growth. The firm's investor coverage framework is dynamic with relationships across North America, South America, Europe, Asia, and Australia.

The senior associate or associate will perform the following:

  • Prepare presentation materials and pitches for prospective clients
  • Initiate dialogue with prospective investors in support of senior coverage bankers and deal teams
  • Arrange investor meetings and briefing materials in advance of roadshows and conferences
  • Coordinate timely follow-up with clients, including the distribution of marketing materials and NDAs
  • Maintain internal database and produce reports of investor and sponsor commentary, meeting takeaways, feedback, and interests
  • Assist with drafting of buyers lists for transaction pipeline, recommending potential investor groups and identifying the appropriate individual contacts for each opportunity
  • Track market data to assist the group's communications with fund managers and limited partners
  • Support activities of senior bankers across various strategic initiatives

Qualifications - Applicants must possess the following qualifications:

  • A bachelor's degree from an accredited college or university and at least 3 years of relevant work experience at an investment bank, placement agent, or similar
  • Strong analytical and quantitative skills, having completed training in the building of presentation materials and financial models
  • Working knowledge of private fund structures
  • Enthusiasm and intellectual curiosity to develop a deep understanding of secondaries, private equity, private credit, infrastructure, real estate, venture, and growth
  • Effective and professional communication skills (both written and verbal) across formats (e.g., thought leadership pieces, meeting minutes, email) to internal and external audiences
  • Proven academic excellence with exacting attention to detail, high standards of accuracy, and consistently high-quality work product
  • Desire to work in a team environment, often under pressure
  • Strong interpersonal skills and high EQ
  • Impressive responsiveness with a relentless work ethic
  • Ability to efficiently lead multiple internal and external workstreams simultaneously
  • Proactive team player who continuously looks for innovative ways to add value to clients, prospects, and internal partners
  • Resourceful and proficient in gathering market intelligence and data from various sources such as industry publications, databases, whitepapers, and reports to further the goals of clients and our firm
  • Enthusiasm for working in an entrepreneurial culture

Location - Role is in-person in South Florida. Candidates must relocate if not local

About the Investor Coverage Group - The Investor Coverage Group develops and institutionalizes relationships with a broad network of capital allocators and alternative asset managers globally. The group works closely with Devon Park's deal teams and other stakeholders to deliver thoughtful and creative solutions to clients, who include notable limited partners from the world's largest pension and sovereign wealth funds to family offices.

Our client relationships are built on trust and discretion. Many of these relationships have been developed over multiple decades, providing us with senior-level access and credibility with key decision-makers at each organization. The team gleans proprietary insights regarding each investor's unique investment criteria, philosophy, and behavior. The Investor Coverage Group is critical to Devon Park's success as the face of the firm that bridges investment opportunities with external constituents. Large or small, global or regional, we meet our clients where they are, upholding our commitment to world-class service.

About the Company - Devon Park is an independent, employee-owned, elite boutique financial advisory firm located in South Florida. The company has a highly experienced senior team with 100+ years of collective buy-side and advisory experience across various types of transactions within the private markets. Devon Park advises leading private equity firms on strategic and financial matters, primarily by raising capital, executing secondary transactions, and providing capital solutions for private investment funds.

Our strategic advisory and capital raising services for managers and owners of private assets span (i) asset-level liquidity solutions, (ii) fund-level liquidity solutions, and (iii) management company-level financing solutions. As a member of the team, Associates and Senior Associates will have the opportunity to work directly with senior bankers that pool their experience from the world's leading financial advisory firms including Deutsche Bank, JP Morgan, Jefferies, PJT, Morgan Stanley, etc.

Equal Opportunity Statement - Devon Park is an equal opportunity employer. We do not discriminate on the basis of, and will consider all qualified applicants for employment without regard to race, color, religious creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity expression, disability, medical condition, genetic information or predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other category protected by law. Devon Park also complies with all applicable laws with regard to providing reasonable accommodation of disabilities to applicants. For more information or to request an accommodation, please contact us.

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