O’Brien-Staley Partners (OSP) operates across four discrete financial business strategies: alternative asset management; market-rate impact investing; nationwide loan servicing; and deposit management. Founded by Jerry O’Brien and Warren Staley in 2010, OSP is imbued with the core credit and fundamental investing discipline, risk management and governance DNA that have long been recognized as hallmarks of their personal and professional brands.
OSP’s Investment Strategy
OSP’s Value Investing business is an industry leader in alternative asset management with expertise in complex commercial and industrial credits and capital structures. With more than $1 billion in assets under management, OSP is an SEC-Registered Investment Advisor (RIA) that manages investments on behalf of domestic institutional investors, including university endowments, religious/hospital systems, as well as corporate and public pension plans.
OSP’s Impact Investing
OSP’s Impact Strategy began in 2015 and is recognized as an institutional first-mover in market-rate impact investments with measurable societal benefits. OSP’s impact investing team targets fixed income credits that achieve market-rate returns for investors while simultaneously promoting thriving businesses in Low- and Moderate-Income (LMI) areas; reviving properties with energy efficiency; and striving families with first-time home purchases.
OSP’s wholly owned subsidiary, AmeriNat, LLC, is an industry leader in servicing loan portfolios owned or originated by governmental, quasi-governmental, financial institutions and non-profit entities. Founded in 1975, AmeriNat manages over $12 billion in loans and related deposits for approximately 300 city, county, state and NGO clients (including more than 100 Habitat for Humanity affiliates) across 47 states, DC and Puerto Rico.
The American Deposit Management Company (ADM) is another wholly owned subsidiary of OSP and a sister company to AmeriNat. ADM is the go-to firm for treasury professionals and public/private finance managers looking for fintech and proprietary cash management solutions. Based in Milwaukee, WI, ADM was founded in 2009 and manages over 1,100 accounts totaling $1.4 billion of FDIC-insured deposits on behalf of over 300 clients.
The Summer Associate commitment is for 10 weeks and is designed for individuals desiring to launch a career in private credit. O’Brien-Staley Partners regards its Summer Associate position as a source of talent recruitment for full-time Associate positions.
The primary role of the Summer Associate will be to assist the investment team at O’Brien-Staley Partners in analyzing and valuing new investment opportunities. This role will draw upon a wide variety of skills including financial modeling, business valuation, loan documentation analysis, credit underwriting, and effective communication. Specific duties will include underwriting and valuing loan portfolio and/or corporate credit investments and presenting investment recommendations to senior investment team members and the CIO. In addition, the Summer Associate will gain exposure to other core functions at the firm including harvesting of existing credit investments, deal sourcing, and investor relations.
The successful candidate will possess:
-Two to four years of work experience in finance, investment banking, investment management or related field. Prior experience with credit analysis desirable but not required.
-Strong analytical and financial modeling skills
-Expertise with Microsoft Excel
-Strong verbal and written communication skills
-Self-motivated with the ability to work independently and in teams
-Candidate for the MBA degree in 2023
E. Gerald O’Brien
CEO and Chief Investment Officer
Mr. O’Brien has over 25 years of experience. Formerly senior partner and head of global loan portfolios for CarVal Investors. 17 years of experience across all aspects of financial businesses for Cargill and CarVal. Early career with Chemical Bank and DG Investment Bank in New York. MBA in analytical finance and marketing from University of Chicago and AB in economics from University of Michigan.
Non-Executive Chairman; Chair Audit, Compensation & Risk Committees
Mr. Staley concluded his 39-year career with Cargill Inc. as its Chairman and CEO from 1999 until 2007. Currently a board member of Music Academy of the West. Former board member US Bancorp, Target Corp, PACCAR, Excel Trust, Inc. and Opportunity International. MBA from Cornell and BS from Kansas State University.
Managing Director; Chief Operating Officer
Mr. Bernier has over 25 years’ experience with 21 years at Cargill spanning investment management, internal audit and controllership for both investment business and operating units. Certified Management Accountant & BS in Accounting & Finance from Minnesota State University – Moorhead.
Jill Wohlrabe, Talent Recruitment Director
5050 France Avenue
Edina, Minnesota 55410
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O’Brien-Staley Partners (OSP) is an Equal Opportunity Employer.