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Vice President, Direct Investments

Position Summary

The Vice President, Direct Investments reports to the CEO and Managing Partner and plays a strategic role across the organization’s four business lines in executing the sourcing and execution of late-stage venture and growth equity direct investment opportunities.

The direct investment strategy is sector agnostic and focuses on late-stage venture or growth equity opportunities, typically in the technology sector, that have a two- to four-year exit horizon and can deliver a 2x–4x MOIC during that time frame.

Transactions are executed on a deal-by-deal basis by capitalizing each investment opportunity in a single special purpose vehicle (SPV), sourcing investors from a global network of family office clients and relationships across the United States, Europe, and the Middle East.

The successful candidate will build relationships with top-tier venture capital and growth equity firms and take a leadership role in all stages of a deal’s lifecycle—from origination through execution and into ongoing portfolio monitoring.

The candidate will also work closely with the Capital Advisory business head in sourcing investors for each investment opportunity.

This is a Managing Director track position. Travel is required.

Key Responsibilities
• In consultation with the CEO and Managing Partner, draft and implement the direct investment business plan and strategy.
• Cultivate relationships with top-tier venture capital and growth equity firms for sourcing hard-to-access deal flow.
• Source and review new investment opportunities, including managing due diligence, competitive analysis, and financial modeling for each investment.
• Track and log investment opportunities and investors into a CRM database.
• Build the direct investment pipeline and manage the cadence of investment offerings.
• Evaluate and conduct due diligence on investment opportunities and present them to the investment committee.
• Draft offering documents (e.g., teasers, confidential information memorandums, etc.) required for each investment opportunity.
• Meet with prospective investors to present investment opportunities.
• Assist the CEO and Managing Partner in the sales process for each investment opportunity.
• Monitor existing and new direct investments.
• Serve as a key point of contact for investors to address due diligence-related questions, ensuring proactive communications and long-term relationship building.
• Prepare reports and presentations for internal and external stakeholders showcasing performance and strategies.
• Assist with the fundraising process for each investment.
• Work cross-functionally with other team members such as Compliance, Capital Advisory, and Investment Management to cross-sell opportunities.
• Represent the organization at select conferences and industry events.
• Participate in hiring, managing, and training Analysts and Associates as the team grows.

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Skills / Qualifications

The ideal candidate will have four to six years of work experience in private equity, venture capital, investment banking, or investment management. The individual should be highly quantitative and have valuation and strategy experience. The candidate should also exhibit strong initiative and be very interested in working in an unstructured environment for a growing organization.

Additional Requirements
• Superior academic record from a top university or college; strongly prefer MBA from a top-tier business school
• Excellent financial modeling skills
• Strong deal execution skills
• Strong analytical and quantitative skills
• Demonstrated strength in research and strategic analysis
• Excellent communication and presentation skills (written and verbal)
• Entrepreneurial experience is a plus
• Willingness to work in a less structured environment
• High proficiency with Microsoft Excel, Word, and PowerPoint
• Exceptional attention to detail
• High level of discretion, trust, and integrity
• Exceptional work ethic
• Desire to help build a premier global investment platform