BDIR Associate

Experience: Requires 1-2 years of investment banking experience. Knowledge of private investments and secondaries is beneficial.

Education: Undergraduate degree from a leading college or university (please include GPA and standardized test scores on resume)

Additional Skills: Power Point, Excel (financial analysis), Word, Client Relationship Management Systems, Google Suite

Timing:‬ January 2027

Company Overview

Kline Hill Partners (“Kline Hill”) invests in private equity funds, private equity-backed companies and other opportunistic transactions primarily by providing liquidity to existing investors via transaction sizes substantially smaller than are typical in the private equity secondary market. Kline Hill seeks to deliver superior risk-adjusted returns by focusing on what it considers to be the least efficient segments of the secondary market to build a broadly diversified portfolio of assets acquired at discounts to their intrinsic value. Kline Hill believes there is a substantial annual volume of these “small-deal secondary” transactions that is underserved by both large and small secondary funds. Kline Hill manages over $8.6 billion in assets across a range of investment vehicles and is currently investing out of its sixth fund series.

Kline Hill strives to operate a best-in-class secondaries platform with an institutional approach in areas such as transaction sourcing, deal team staffing, due diligence, finance, operations, information technology, compliance, independent oversight, attention to culture and investor relations.

Role Overview and Career Path

The Associate is a member of the Business Development and Investor Relations team and supports fundraising and investor relations across all of Kline Hill’s strategies. The role is primarily internal-facing at the outset, with investor exposure that grows as the Associate demonstrates proficiency of the platform.

This position is a path to an external-facing role. Over time, the Associate is expected to transition into a position that directly manages relationships with existing investors and prospects, represents Kline Hill in investor meetings and fundraising processes, and owns a set of investor relationships. The Associate builds toward that role by learning Kline Hill’s strategies, track record and investor base, owning core investor-facing deliverables, and progressively joining investor calls, meetings and fundraising trips. Timing of progression depends on performance and business needs.

Sample activities and responsibilities

• Draft investment and operational DDQ/RFP responses, by compiling inputs from across business lines and checking content for accuracy and consistency
• Update and maintain presentations and other marketing materials to a high standard of accuracy and polish, create new marketing materials as requested
• Assist with data initiatives, including gathering, cleaning and organizing data and preparing analysis
• Assist in preparation for the annual investor meeting, quarterly LP advisory committee meetings and quarterly market webinars, and assist in drafting of semi-annual investor update letters
• Support fundraising and investor relations efforts across the platform, including preparing prospect outreach for senior team members and tracking follow-up
• Prepare background reports and briefing materials in advance of fundraising trips and investor calls for senior team members
• Assist in monitoring and updating LP profile information within CRM system and online portals
• Assist in tracking LP commitments and transfers, and keep records and reporting up to date
• Own the investor relations email inbox: triage and respond to ad-hoc investor requests, escalating as appropriate to managers
• Manage recurring LP reporting templates by gathering portfolio data, updating recurring schedules, and coordinating cross-functional inputs from finance and deal teams
• Perform other ad-hoc duties / projects as assigned and contribute to strategic BD/IR projects as the role continues to grow and evolve

Job Skills and Abilities

• Should possess a strong work ethic, excellent analytical, organization, and project management skills, and high level of attention to detail
• Investment banking training in financial analysis and the preparation of client-ready materials, with the ability to quickly learn private markets and secondaries
• Outstanding communication skills, both written and verbal, with the professionalism and judgment to represent the firm externally over time
• Service oriented and proactive, with good interpersonal skills and a passion for developing strong relationships with existing client, prospects and internal stakeholders
• Clear interest in an external-facing career in investor relations, fundraising or capital raising
• Ability to multitask, prioritize deliverables, communicate status updates, and manage and meet tight deadlines
• Creative thinker and self-starter that will thrive in an entrepreneurial and small team environment
• Ability to work well with stakeholders across multiple internal functions and at all levels
• Strong skills in PowerPoint, Excel (including financial analysis), Word, and CRM databases, ability to easily adopt technology tools