About the Opportunity
Our client is a state-of-the-art financial technology platform looking for an SVP to join its Research and Due Diligence team. With strong experience in private equity, private credit, real estate and real assets, the SVP will work with Private Capital funds and author thorough due diligence reports that are offered to their clients.
Job Responsibilities
- Lead investment and operational due diligence on private capital managers identified for inclusion on the firm’s platform
- Prepare clear and comprehensive due diligence reports on managers, including qualitative and quantitative factors
- Help lead internal processes for conducting due diligence and overseeing the quality and consistency of due diligence reports
- Play an active role in the management of the due diligence projects pipeline
- Keep abreast of investment opportunities and be able to successfully communicate information to the investment team
- Source new managers, perform initial screening, and identify managers for further consideration
- Maintain a pipeline of investment ideas that are in market or coming to market over a 12-month period and lead the effort in creating market maps for each major strategy
- Prepare marketing and education materials on various products/strategies for clients of the firm
- Present investment merits of current products in the market as well as current trends in the private capital investing to clients
Job Requirements
- 15+ years of total experience in financial services; with 10+ years of experience conducting due diligence on private capital managers, preferably for a top-tier investment consultant, large institutional LP (pension fund/endowment), or fund of funds
- Strong knowledge of industry trends in private equity, private credit, and/or real estate and real assets.
- Fund manager evaluation as the candidate’s primary responsibility at prior firm(s)
- Demonstrated qualitative and quantitative analytical skills
- Strong written communication skills: able to present in front of senior professionals in the industry
- Able to work independently
