Analyst, Capital Formation Group

Firm Overview

Balbec Capital (“Balbec”) is an SEC-registered alternative investment manager with offices in the United States and Europe. Since its founding in 2010, Balbec has deployed over $23 billion globally through its funds and investment vehicles, seeking to deliver consistent, risk-adjusted returns to investors and long-term partners across asset-based credit strategies.

Balbec is a direct investor in residential and commercial mortgage loans at all stages of performance, mortgage servicing rights, and select consumer and alternative credit assets. Leveraging its proprietary technology and transaction management platform, Balbec efficiently executes highly granular transactions, enabling the firm to serve a broader range of counterparties and generate returns for investors by applying institutional execution standards to inefficient, underserved, or fragmented markets.

Balbec’s funds rank among the largest issuers of U.S. residential mortgage-backed securities (RMBS) through its PRPM shelf. The firm’s investments in agency mortgage servicing rights are sourced via its affiliate, Bungalow Funding.

Balbec has invested in over 20 countries, selectively deploying capital into geographically and asset-diverse opportunities that exhibit attractive risk/reward profiles, upside potential, and substantial downside protection.

Job Description & Key Responsibilities

Balbec is seeking an Analyst for its Capital Formation Group (Business Development & Investor Relations) to support the firm’s platform growth with a focus on marketing/client service. This highly visible role will support our investor base and assist with selling across client channels. This individual will also have the opportunity to drive new processes around client reporting, data/analytics, DDQs/RFPs, consultant database population, while engaging directly with our clients on a daily basis.

Responsibilities include:

• Cultivate relationships internally and externally with both existing/prospective clients, leveraging professional networking, industry databases, vendor/media platforms, and other creative means
• Assist with the firm’s marketing materials and content across different strategies
• Develop a thorough understanding of clients’ objectives, areas of interest, and constraints to thoughtfully present the firm’s offerings
• Provide sales support and client service across our commingled funds, managed accounts, and other bespoke or customized investment structures/solutions
• Collaborate on the development and updating of all materials, client deliverables and reporting, along with a focus on process improvements
• Develop and maintain a robust database of peer funds/strategies and market intelligence that assists the firm in having fact-based discussions regarding new product development
• Drive project management of ongoing fundraising plans utilizing Salesforce and Excel to maintain client pipeline, along with other databases/tools to track investor progress across lifecycle (prospecting stage to final closing)
• Manage prospect and existing client due diligence requests during the entire sales cycle
• Work with teams internally across investments, accounting, legal/operations and analytics to fulfill investor requests and marketing needs

Qualifications & Experience

• Bachelor's degree or equivalent (required)
• 1-3 years in a relevant investor relations or client service role, preferably within an asset management firm or investment bank
• Strong quantitative, analytical, and fundamental valuation skills with proficiency in calculating, and formatting data in Excel
• High level of proficiency in Microsoft Office, including Excel, PowerPoint, Word, Outlook, etc.
• Excellent oral and written communication skills with the ability to communicate effectively across internal and external functions
• Detail oriented and organized with the ability to meet deadlines, prioritize, and simultaneously manage multiple projects
• A self-starter with strong ability to work well in a team-oriented environment
• Demonstrates confidence, maturity, creative thinking, and proactive nature
• Expresses energy and passion with an eagerness to learn and take on responsibility

Equal Employment Opportunity

Balbec Capital LP is committed to ensuring equal employment opportunities for all employees, including qualified employment applicants. The firm strives to maintain an environment free of discrimination based on race, color, religion, gender, national origin, ancestry, age, disability, genetic information, military or veteran status, marital status, sexual orientation, gender identity, citizenship, or any other protected category or characteristics as defined by federal, state or local laws. This equal employment opportunity policy applies to all employment practices, including but not limited to recruiting, hiring, advertising, promotion, transfer, reductions in force, social and recreational programs, training, employee development, compensation and fringe benefits, discipline and termination.

Disclaimer for External and 3rd Party Recruiters:

Please note that Balbec Capital does not accept unsolicited resumes from external or third-party recruiters. All recruitment-related inquiries and submissions must be directed exclusively to our HR department at careers@balbec.com. We kindly request that recruiters refrain from contacting any other employees within the organization regarding job opportunities. Any unsolicited resumes sent to our employees or submitted outside of the designated HR contact will become the property of Balbec Capital without any obligation to pay referral fees. Thank you for your cooperation.