Full-Time

Investment Analyst

Real Estate Credit

Confirmed live in the last 24 hours

BDT & MSD Partners

BDT & MSD Partners

201-500 employees

Financial advisory for family-led businesses

Compensation Overview

$200k - $300k/yr

Mid, Senior

New York, NY, USA

The job operates in a hybrid work model.

Category
Real Estate
Quantitative Finance
Real Estate Finance
Required Skills
Financial analysis
Investment Banking
Financial Modeling
Connection
Connection
Connection
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Requirements
  • 1-6 years of experience in investment banking, with a focus on real estate
  • Bachelor’s degree from a top undergraduate institution
  • Strong work ethic and a passion for real estate
  • Outstanding quantitative and financial modeling skills
  • Excellent time management and verbal and written communication skills
Responsibilities
  • Evaluating prospective real estate credit and structured equity investment opportunities
  • Assisting in all aspects of due diligence and deal execution processes
  • Generating financial analysis, market analysis and investment committee memoranda detailing investment rationale, execution risks, and prospective returns
  • Engaging and directing third party vendors
  • Assisting in the implementation of business plans, including financing, dispositions, and ongoing portfolio surveillance and servicing

BDT & MSD Partners offers financial advisory and investment services, focusing on family and founder-led businesses. They provide strategic advice and long-term capital to help clients navigate complex issues like mergers and acquisitions, capital structure, and estate planning. Their approach involves leveraging a vast network and market expertise to deliver unique capital and financing solutions. Unlike many competitors, BDT & MSD Partners emphasizes flexibility and alignment with clients' interests, aiming for sustainable growth and positive social impact. The firm's goal is to be a trusted partner that supports the long-term success of its clients.

Company Size

201-500

Company Stage

Series A

Total Funding

$78.9M

Headquarters

Chicago, Illinois

Founded

2023

Simplify Jobs

Simplify's Take

What believers are saying

  • Appointment of Greg Olafson enhances private credit management and expansion capabilities.
  • Investment in Cera aligns with AI-driven healthcare trends, boosting innovation potential.
  • Growing demand for strategic advisory in family businesses expands client base opportunities.

What critics are saying

  • Increased competition in private credit market may impact market share.
  • Potential conflicts of interest in dual advisory and investment roles pose reputational risks.
  • Regulatory scrutiny on private equity firms could affect operations and profitability.

What makes BDT & MSD Partners unique

  • Specializes in family-owned and founder-led business investments and advisory.
  • Offers tailored solutions for complex issues like mergers, governance, and estate planning.
  • Focuses on sustainable growth and social impact in investment strategies.

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Benefits

Hybrid Work Options

Company News

PR Newswire
Jan 15th, 2025
Bdt Msd Appoints Greg Olafson President, Co-Head Of Global Credit Co-Chief Investment Officer

CHICAGO and NEW YORK, Jan. 15, 2025 /PRNewswire/ -- BDT & MSD Partners ("BDT & MSD") today announced that Greg Olafson has been appointed President, Co-Head of Global Credit & Co-Chief Investment Officer. He will join as a member of the senior leadership of the firm this July, reporting to Byron Trott, Chairman, Co-Chief Executive Officer & Co-Chief Investment Officer, and Gregg Lemkau, Co-Chief Executive Officer.Olafson joins BDT & MSD from The Goldman Sachs Group, Inc., where he served as Global Head of Private Credit, Goldman Sachs Asset Management, managing $130 billion in assets. In his new role, he will draw on his years of experience to oversee BDT & MSD's Private Credit strategies alongside Rob Platek, Co-Head of Global Credit, who will transition to the role of Chairman of Global Credit at the end of the year. In addition, Olafson will jointly lead investment decisions for the firm's flagship Private Capital funds alongside Trott and Dan Jester, President & Co-Chief Investment Officer.Byron Trott said, "Over the course of his remarkable career, Greg has proven himself to be an exceptional, multi-talented investor with a sophisticated understanding of both private and public markets. His investing acumen will further strengthen our ability to meet the investing needs of founders, business-owning families, and like-minded investors.""Greg is an outstanding addition to our firm, bringing an unparalleled track record of investing experience across asset classes and strategies," said Gregg Lemkau

Ain.ua
Jan 15th, 2025
British healthtech Cera raises $150M to scale its AI healthcare platform

Cera has raised $150 million. The round was led by BDT & MSD Partners and Schroders Capital in order to scale Cera’s AI platform. - AIN

City A.M.
Jan 13th, 2025
Cera secures $150m for AI healthcare

Cera, the UK's largest HealthTech company, has secured $150 million in funding led by Schroders Capital and BDT & MSD Partners to enhance its AI-driven home healthcare model. The funding will support AI technology improvements, specialized care expansion, and healthcare worker upskilling. Cera's model aims to reduce NHS strain, cut patient falls by 20%, and decrease emergency hospital admissions by up to 70%, while addressing healthcare staffing shortages.

Just Food
Oct 3rd, 2024
Badia Spices sells stake to group of investors

US-based Badia Spices has sold a stake in the Hispanic foods business to a group of investors, it has been revealed.