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Institutional Investing

Title Senior Growth Equity & Venture Capital Investor
Categories Advisory Services, Alternative Investing, Fund of Funds, Growth Equity, Institutional Investing, Investment Grade, Manager Selection, Portfolio Construction
Location New York, NY
Job Information

Our elite global Alternative Investment Fund client is seeking to recruit Senior Growth Equity & Venture Capital Investor to oversee direct investments, portfolio construction and manager selection for the firm’s advisory platform, providing investment advise and public/private market access to family offices, UHNW individuals and families and institutional investor clients.

Responsibilities:

  • Identify, analyze and lead direct investments in growth equity companies and venture capital for the firm’s advisory clients
  • Collaborate with senior firm stakeholders to identify, analyze and underwrite elite growth equity and venture capital fund managers
  • Develop and manage diversified growth equity and venture capital fund portfolios that align with client objectives
  • Assist with defining fund and direct investment standards for the advisory platform
  • Oversee investment benchmarking, risk analysis and performance monitoring across the growth equity and venture capital portfolio
  • Lead deal structuring and negotiations for direct investments
  • Perform in-depth fund manager due diligence
  • Conduct company-level due diligence including market analysis, valuations, management team due diligence and business model analysis
  • Perform disciplined cross-sector capital allocation
  • Advise family offices, UHNW individuals and families and institutional investor advisory clients on growth equity and venture capital direct investment opportunities
  • Serve as a hands-on individual contributor while playing a lead role in building out and leading a robust investment team supporting the firm’s long-term advisory platform growth strategy
  • Lead portfolio reviews and analysis and make long-term capital allocation recommendations
  • Collaborate with investment teams and senior leadership across the firm on client coverage and portfolio construction initiatives
  • Analyze and execute co-investment and secondary investment opportunities with select managers
  • Build and maintain strong relationships with GPs

Requirements:

  • Bachelor’s Degree; MBA and/or CFA preferred
  • 10+ years of hands-on direct and fund of funds growth equity and venture capital investing experience
  • Demonstrated expertise with diversified portfolio construction, manager selection and direct investing
  • Well established relationships with elite growth equity and venture capital fund managers
  • Hands-on with broad technical skills and the ability to operated effectively in a fast-paced and newly created advisory platform
  • Demonstrated ability to help define investment standards and frameworks and build a solid team culture
  • Experience working at a similar investment platform – family office, institutional allocator, secondaries platform, asset manager, fund of funds, etc.
  • Proven track record leading direct growth equity and venture capital investments and/or evaluating and investing in growth equity and venture capital fund managers
  • Advanced underwriting and risk management skills
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Title Senior Associate – Capital Formation (Private Equity/Co-Investments)
Categories Alternative Investing, Business Development, Capital Formation, Co-Investments, Institutional Investing, Investor Relations, Private Equity
Location New York, NY
Job Information

Our elite global Alternative Investment Fund client is seeking to recruit a Senior Associate to prepare institutional investor content and marketing materials, manage investor inquiries and support and coordinate the  co-investment syndication process with investors and prospective investors.

Responsibilities:

  • Collaborate with investment deal teams and business development teams to support and coordinate the co-investment syndication process with investors and prospective investors
  • Prepare institutional investor content and marketing materials highlighting private equity investment strategies, fund performance and competitive advantages
  • Prepare marketing materials and transaction analysis to familiarize prospective co-investors on investment quality and due diligence
  • Serve as the point of contact for co-investor relationships from initial deal screening through deal close
  • Manage the diligence process with co-investors, provide ongoing portfolio updates and maintain the co-investor tracker across current investor base
  • Manage investor and prospective investor inquires including, but not limited to RFPs, DDQs, RFIs and NDAs
  • Consistently update marketing materials and data analysis into the strategy’s data room
  • Ensure consistent excellence with institutional investor marketing materials
  • Assist with best practices, process improvements and automation initiatives
  • Support special projects for investment and business development teams

Requirements:

  • Bachelor’s Degree
  • 3+ years of relevant investor relations, institutional business development, capital formation, co-investment syndication or private equity deal underwriting experience
  • Proven experience creating compelling and concise institutional investor marketing materials, presentations and transaction analysis
  • Demonstrated knowledge of the private equity deal ecosystem and transaction concepts including but not limited to third-party diligence, financial return drivers and financing workstreams
  • Advanced communication, presentation and business writing skills
  • Fundamental understanding of LBO modeling concepts
  • Highly motivated with an entrepreneurial mindset and strong problem solving skills
  • Ability to thrive in a fast-paced deadline driven environment
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