Private Equity - Associate, Associate Director, or Director

Utimco•Austin, TX

1d•Onsite

About The Position

The Private Equity team member will help shape UTIMCO’s private investment activities through a portfolio of funds and direct investments to achieve superior risk-adjusted long-term returns. This position will focus on direct investments, primarily co-investments alongside the Director who leads this effort, and reports to the Senior Managing Director of Private Equity Investments. This team member will be an individual contributor and will collaborate closely with the Private Equity and broader UTIMCO teams. Broad responsibilities include: Assist in management of a portfolio of private investments including: Monitoring individual manager performance and risk Fostering valued relationships with all investment partners Conducting periodic updates to initial due diligence Conducting periodic on-site visits with key investment and operations personnel Source and assess new investment opportunities by establishing trusted industry contacts, meeting prospective partners, attending relevant industry events, performing qualitative and quantitative analysis as required, and assist in maintaining the prospective manager database Develop the capacity to lead a comprehensive due diligence process for evaluating and underwriting prospective investments, strategies and/or direct investments (including but not limited to in-depth analysis of investment strategy, performance and risk, manager strengths and weaknesses, risk management, operations, manager backgrounds, reference checks, evaluation of service providers, assessment of existing investor base, and thorough review of relevant legal documents with input from counsel) Lead negotiation of investment structuring and terms on new and existing investments with counsel Assist the Senior Managing Director with asset allocation decisions and portfolio evaluation Prepare standard and ad hoc reports and presentations to facilitate communication and transparency to the Investment Committee, organization, Board of Directors, and other external entities as required Assist and develop junior-level team members Maintain knowledge of global capital markets by monitoring current financial publications, leveraging personal contacts with outside research/industry professionals, and conducting ad hoc research Represent UTIMCO in the marketplace with highest integrity and professionalism

Requirements

6–10+ years of relevant direct investment experience in the private sector, specifically in finance, corporate development, operations, or investment-related fields
Bachelor’s degree in finance or accounting
Knowledge of legal structuring
Strong risk management capabilities
Ability to communicate effectively and professionally across Investment team members and UTIMCO
Exceptional quantitative skills, with the ability to evaluate fund and portfolio performance
Advanced proficiency in financial tools and applications (e.g., Excel, Bloomberg)
Strong written and oral communication skills
Demonstrated ability to build and maintain strong professional relationships
Collaborative, organized, adaptable, and resourceful, with a team-oriented and “can-do” attitude
Unquestioned honesty, integrity, and transparency
Ability to travel domestically and internationally
NOTE: This role requires in-office, 4 days a week, Monday thru Thursday.

Nice To Haves

Experience with private equity deal processes
MBA from a leading institution
CFA designation

Responsibilities

Assist in management of a portfolio of private investments including: Monitoring individual manager performance and risk
Fostering valued relationships with all investment partners
Conducting periodic updates to initial due diligence
Conducting periodic on-site visits with key investment and operations personnel
Source and assess new investment opportunities by establishing trusted industry contacts, meeting prospective partners, attending relevant industry events, performing qualitative and quantitative analysis as required, and assist in maintaining the prospective manager database
Develop the capacity to lead a comprehensive due diligence process for evaluating and underwriting prospective investments, strategies and/or direct investments (including but not limited to in-depth analysis of investment strategy, performance and risk, manager strengths and weaknesses, risk management, operations, manager backgrounds, reference checks, evaluation of service providers, assessment of existing investor base, and thorough review of relevant legal documents with input from counsel)
Lead negotiation of investment structuring and terms on new and existing investments with counsel
Assist the Senior Managing Director with asset allocation decisions and portfolio evaluation
Prepare standard and ad hoc reports and presentations to facilitate communication and transparency to the Investment Committee, organization, Board of Directors, and other external entities as required
Assist and develop junior-level team members
Maintain knowledge of global capital markets by monitoring current financial publications, leveraging personal contacts with outside research/industry professionals, and conducting ad hoc research
Represent UTIMCO in the marketplace with highest integrity and professionalism