Client:
Our client is a multibillion-dollar single-family office located in NYC that invests in a broad range of asset classes, with a particular emphasis on private equity fund investments.
Opportunity:
Our client is seeking a generalist investment professional to join their team. The Vice President will be responsible for managing multiple facets of the investment portfolio and the investment process, including sourcing new funds and conducting detailed due diligence.This individual will work closely with the CIO and other team members in making new investments and managing the portfolio.
Responsibilities:
- Source, screen, evaluate and diligence fund investments and occasional co-investments, including preparing materials for review by the CIO and the Principal
- Monitor existing managers and update the CIO about notable portfolio developments, quarterly reports, annual meetings, etc.
- Develop and maintain relationships with fund managers, intermediaries and other leading institutional investors for sourcing and monitoring purposes
- Research and remain current on industry trends and fundamentals
- Manage the production of regular recurring investment team meeting materials, including portfolio reporting and manager-related memos
- Working with the CFO and back-office team on implementation of investments and reporting
- Travel for manager/company onsite visits, relevant conferences and annual meetings
- As a generalist on a small team, assist in completing a variety of projects related to the portfolio as needed.
Qualifications:
- 7+ years of relevant investment experience, including sourcing and leading due diligence for fund investments at an institutional asset manager such as a family office, endowment/foundation, investment consultant, or other investment advisory firm
- Exceptional academic performance with a Bachelor’s degree from a top tier university
- Knowledge and investment experience across multiple asset classes, with particular emphasis on private equity managers and strategies
- Excellent quantitative and analytical skills, comfort with statistics and financial math, and proficiency in Excel, PowerPoint and database software
- Excellent verbal and written communication skills
- Ability to work flexibly and highly independently in a small team environment, including managing time and prioritizing numerous projects simultaneously, as well as responding to changing priorities
- Highest level of integrity, intellectual capability, professionalism, honesty and loyalty