The Role
- Business development, including the creation of marketing materials, research, lead generation, meeting preparation and lead tracking
- Investment sourcing, screening, due diligence, and subscription / execution
- Proactively getting in touch with fund managers globally
- Leading and / or attending fund manager meetings and writing detailed notes
- Managing investment pipeline and keeping it up to date
- Writing due diligence reports
- Managing subscription and execution process
- Creating client reports and tracking cashflows
- Monitoring of the listed private equity portfolio: keeping up to date with portfolio announcements, checking in with brokers, monitoring exposures, managing the portfolio tracker, researching potential new listed PE investments, assessing sale opportunities where / when / if appropriate, reporting to the client
The Ideal Candidate
- BA/BS in Business, Finance, Economics or Accounting, or equivalent relevant experience
- 4- 8 years' relevant experience post-graduation
- At least 2 years working in an investment team making PE investments in funds and/or directs
- Ideally experience with a family office, fund-of-funds or PE fund
- Ideally will have Private Equity Fund / Co-Investment
- Keen interest in ESG and Impact Investing
- Ideally at least CFA Level I
- Focus on Lower-Mid Market and Growth Investments - minority stakes
- Proven ability to represent firm in written and interpersonal communications
- Excellent Verbal and Written skills - attention to detail
- Strong, demonstrable analytical capabilities, including strong quantitative/modelling skills
- Developed investment judgement with demonstrable understanding of risk/reward trade-offs
- Flexibility-all professionals are expected to perform multiple functions as the firm continues to grow and develop
- Smart but Humble and be mature, should be willing to go the extra mile
