Purpose and Job Summary:
ORIX Corporation USA ("ORIX") is seeking a Director to support the growth of a newly-established investment strategy focused on GP Solutions. In this role you will be a critical member of an investment team deploying capital on behalf of ORIX's corporate balance sheet and third-party investors in fund finance transactions, with a particular emphasis on NAV lending. You will be responsible for all aspects of investment execution including sourcing, diligence, presenting opportunities to Investment Committee, and ongoing portfolio management. This is a compelling opportunity for an experienced private markets investor with ties to Dallas to join an entrepreneurial investment platform and contribute meaningfully to its continued growth and success.
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Essential Duties and Responsibilities:
- Origination: Work closely with senior investment professionals to source and evaluate investment opportunities including intermediary and sponsor coverage, ongoing target transaction pipeline management, and preliminary investment analysis with support of Associate resources
- Execution: Lead investment execution including deal process management; business, financial, transaction, and sponsor due diligence; supporting terms negotiation and documentation management; and driving Investment Committee process
- Portfolio Management: Provide ongoing performance monitoring of investment portfolio and associated financial sponsors. Manage quarterly Portfolio Review and drive investment reporting with support of Associate resources
- Management: Lead, train, and mentor Associate resources to execute roles successfully; contribute to ongoing team-building and recruiting; and identify opportunities to enhance investment strategy, execution, and engagement with internal and external stakeholders
Education, Skills and Experience:
- 4-6 years of relevant experience with a particular focus on candidates who have completed an Analyst program within a leading investment bank and have transitioned to a principal investing role, ideally for 2+ years focused on fund finance transactions and/or private equity direct lending
- Undergraduate degree with exceptional academic achievement
- Experience with a range of business model types and industries
- Extensive financial modeling skills and experience in Excel
- Extremely intellectually curious and highly self-motivated
- Exceptional written and oral communication skills
- Desire to reside in Dallas for the long term
Life at ORIX
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.
You Time
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.
Family Care
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.
Flexible Work Arrangements
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.
ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.