Capital Formation & Strategy Analyst/Associate, San Francisco

Posted 9 Days Ago
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San Francisco, CA
100K-140K Annually
1-3 Years Experience
Financial Services
The Role
The Capital Formation and Strategy Analyst/Associate will work on capital formation activities and business development strategy for Sixth Street. Responsibilities include developing marketing materials, due diligence materials, coordinating equity syndication processes, fielding investor queries, drafting new asset class materials, and ensuring compliance with legal and regulatory requirements.
Summary Generated by Built In

The Role

This is a full-time role based in San Francisco. The Capital Formation and Strategy (RISC) Analyst / Associate will work as part of a small team focused on the capital formation activities and business development strategy of Sixth Street. This group interacts with existing and prospective limited partners in Sixth Street (including public and private pension plans, sovereign wealth funds, financial institutions, and high-net-worth families) in an effort to capitalize Sixth Street’s investment vehicles.

Core Responsibilities

  • Capital Formation
    • Develop written marketing materials including Private Placement Memos and presentations
    • Develop detailed due diligence materials, including qualitative descriptions and financial schedules outlining Sixth Street’s performance and strategy
    • Respond to investors’ specific diligence questions
    • Participate in marketing meetings
  • Investor’s Conferences / Internal Strategy Sessions
    • Assist with the coordination of all elements of the Sixth Street’s Investor’s Conference, including developing the agenda and determining event logistics
    • Work with senior professionals to draft presentations, reviewing portfolio investments, industry developments, the economy and other topics
  • Co-investments
    • Coordinate the equity syndication process for portfolio company investments where necessary, including initial solicitation, arranging due diligence calls/sessions, closing any open issues as practicable (business, legal, accounting, etc.), expediting closing processes
    • Work with investing team to develop the marketing presentations
  • Ongoing LP Maintenance
    • Field LP queries on portfolio company status, capital accounts, deal referrals, reference checks, performance data, etc. Coordinate as needed with deal professionals
    • Develop semi-annual Advisory Committee presentations to review fund status with senior deal professionals
    • Keep abreast of developing LP programs that may be relevant to upcoming fundraising campaigns and assisting with diligent maintenance of master LP database and relevant Marketing Status Reports (MSRs)
  • Research, Materials Drafting, and New Business Development
    • Draft materials on new asset classes Sixth Street may want to enter, including market dynamics, competitive analysis, fund economics, etc.
    • Source relevant data, anecdotes, and illustrations for various investment topics, themes, case studies, and industries
    • Research and draft sections of quarterly and annual letters and presentations to investors
  • Firm Updates
    • Assisting in updates for the Sixth Street team, Partners Meetings, or Conferences regarding the investment environment or specific campaigns or issues
  • Legal and Compliance
    • Work closely with deal professionals, legal, and the compliance team to ensure that marketing materials and sales literature are in accordance with firm's policies and procedures, including applicable SEC and FINRA rules

What We Value

  • Strong writing and research skills are essential
  • Knowledge of private equity, hedge and/or credit investing (including financial analysis) is a significant plus. Candidate will work with senior and junior investment professionals across the firm
  • Detail and deadline-oriented, responsible and proactive
  • Self-starter who requires little direction

Preferred

  • At least 2 years of proven experience working in investment banking, and/or an investor relations or client management position, with strong understanding of financial services investment products
  • Ability to multi-task and maintain composure in a high-volume environment
  • Strong sense of urgency; ability to execute quickly and efficiently with strong attention to detail
  • Strong verbal and written communication abilities
  • Structured problem solver who is able to synthesize sophisticated information from a variety of sources into implementable recommendations and solutions
  • Ability to collaborate effectively across multiple teams
  • Strong prioritization and project management skills
  • Comfort working in a high growth, iterative environment
  • Strong Microsoft Office/Excel skills

Compensation

The base salary for this position is expected to be between $100,000 and $140,000. The base salary offered to the selected candidate will be commensurate with a candidate’s relevant experience and other qualifications for the position, as determined by Sixth Street in its sole discretion.

In addition to base salary, this position is eligible for an annual discretionary bonus and a competitive benefits package. Benefits offered currently include health, life, long-term and short-term disability insurance and a 401(k) plan. In addition, this role is eligible for paid public holidays (NYSE calendar), paid sick days pursuant to local laws, and additional reasonable time off subject to manager approval.

If a job offer is extended for a location other than San Francisco, the salary range may differ based on the location.

About Sixth Street

Founded in 2009, Sixth Street is a global investment firm with over $75 billion in assets under management and committed capital. Sixth Street uses its long-term flexible capital, data-enabled capabilities, and One Team culture to develop themes and offer solutions to companies across all stages of growth.

Our firm is designed for cross-platform collaboration at scale: we build businesses, invest for growth, acquire assets, provide direct financing, identify value in public markets, purchase royalty streams, and regularly develop first-of-their-kind structures to meet the strategic objectives of management teams.

We do all this globally and as one unified team of investment and control-side professionals working on behalf of our institutional investors and their beneficiaries around the world.

We believe our commitment to diversity, equity, and inclusion is a competitive advantage. Everyone on our team contributes their perspectives and expertise to help us solve complex challenges and get to the right answer. At Sixth Street, the best idea wins.

From how we conduct business to how we engage in our communities, everything we do at Sixth Street is rooted in our commitment to our core value:

  • Cross-Platform: We think across the business and avoid silos at all costs.
  • Responsibility: We are accountable for our business, to our team, and to our communities.
  • Ethical: We are ethical and direct in word and deed.
  • Action: We initiate, execute, and deliver results.
  • Teamwork: We are better together.
  • Entrepreneurship: We seek to innovate both inside and outside our business.

For more information, visit the Sixth Street Careers site or follow us on LinkedIn.

Sixth Street is proud to be an Equal Opportunity employer and we encourage people from underrepresented backgrounds to apply. We do not discriminate based upon race, religion, color, national origin, genetic history, marital status, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, veteran status, disability, or other applicable legally protected characteristics. 

If you need a reasonable accommodation to fill this out interest form, please contact Cindy Bombara ([email protected]). 

Please refer to the privacy notice on our website for additional information regarding our obligations under the California Consumer Privacy Act (“CCPA”).

The Company
HQ: San Francisco, CA
475 Employees
On-site Workplace
Year Founded: 2009

What We Do


Sixth Street is a global investment firm with over $60 billion in assets under management and committed capital. We use our long-term flexible capital, data-enabled capabilities, and One Team culture to develop themes and offer solutions to companies across all stages of growth.

Sixth Street is dedicated to cross-platform collaboration at scale. We have more than 400 team members including over 180 investment professionals across our global locations. We invest through our diversified, collaborative investment platforms: TAO, Growth, Direct Lending, Fundamental Strategies, Infrastructure, Insurance, Opportunities, Agriculture, and Credit Market Strategies.

Our firm is led by a core leadership team with a proven track record of successful partnerships, business building, theme development, sourcing, and investment and risk management. Sixth Street is dedicated to a culture of collaboration, fairness, and a relentless pursuit of substance-based debates.

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