I am currently in process with a newly established private capital advisory firm in Europe. The founders have long backgrounds in private wealth management and private markets (Europe) and aim to reach ~€1bn in commitments within five years. The platform will source top-tier private equity, private credit, real assets and co-investments for UHNW clients.
The role:
• Act as the “man on the ground” to scout/analyze global private market funds and find the best of class hard to invest into funds.
• Conduct due diligence on GPs, portfolios and fund structures (e.g. SLP/RAIF).
• Build longlist → shortlist → top picks for UHNW allocation.
• Over time, join client meetings to explain opportunities and risks.
My background: 6 YoE. C. 2 per stint.
Audit → Transaction Services → M&A (corporate side). Strong in company-level analysis and financial DD, but less experienced in fund-level DD and UHNW advisory.
The first interviews have been more about personal/fit. The next round will be more technical, focused on private markets and fund analysis.
I would appreciate input on:
• What technical questions I should expect in this context (fund metrics, fee structures, GP evaluation, secondaries, etc.).
• Which skills are most critical early on to add value in such a boutique.
• How equity/carry is typically structured in small advisory platforms with AUM-based revenues.
• Long-term positioning of this career path vs VC, PE, Corp, family office,
• Any blind spots or risks to be aware of before joining.
Would love to hear perspectives from those with experience in fund placement, capital advisory, or UHNW coverage.
Long term ambition is local VC/PE in small region in europe
Also anyone having similar role could add how much travel it would be - got vague answers on it
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