US Investment Director
About The Position
Investment Director (Energy Sector) Job Description: This role encompasses a wide range of responsibilities, with a focus on growing the business through attracting investment and funding into the organisation. Key responsibilities may include but are not limited to: Marketing Company products to new Investment Opportunities Structuring or creating funds/products bids Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials. Coordinate across internal teams and external stakeholders to drive timely, seamless execution of the investment closing, operations, and reporting processes, and ensuring alignment and efficiency across all touchpoints. Collaborate with the Investment team and external stakeholders to collect, validate, onboard, and maintain accurate investment reference and transactional data, ensuring data integrity and operational excellence. Analyze exposure and key performance drivers of look-through portfolio companies to inform strategic decision-making. Coordinate and oversee relationships with key vendors (e.g., administrators, transfer agents, valuation agents, auditors) to ensure high service quality, accuracy, and timeliness. Identify and monitor operational, regulatory, and reputational risks within the portfolio. Lead strategic projects and respond to ad hoc requests from senior-level leadership. Ensure ongoing operational processes are working efficiently and effectively pursuant to standard operating procedures.
Requirements
- Bachelor's degree in finance, accounting, or a similar discipline (CPA is a plus).
- 8+ years of relevant work experience in private equity fund accounting or operations roles.
- Deep understanding of the private equity secondaries market, investment structures, and performance drivers.
- Creative and articulate; effectively understands and conveys complex concepts.
- Demonstrable effective writing skills.
- Strong attention to detail and highly organized.
- Results oriented, deadline driven, and resourceful; thrives in a dynamic environment.
- Strong communication and presentation skills.
- Familiarity with markets, securities, investment strategies. and the relevant regulatory framework.
Responsibilities
- Marketing Company products to new Investment Opportunities
- Structuring or creating funds/products bids
- Advising on marketing plans prepared by a sales team or developing and/or contributing information for marketing materials.
- Coordinate across internal teams and external stakeholders to drive timely, seamless execution of the investment closing, operations, and reporting processes, and ensuring alignment and efficiency across all touchpoints.
- Collaborate with the Investment team and external stakeholders to collect, validate, onboard, and maintain accurate investment reference and transactional data, ensuring data integrity and operational excellence.
- Analyze exposure and key performance drivers of look-through portfolio companies to inform strategic decision-making.
- Coordinate and oversee relationships with key vendors (e.g., administrators, transfer agents, valuation agents, auditors) to ensure high service quality, accuracy, and timeliness.
- Identify and monitor operational, regulatory, and reputational risks within the portfolio.
- Lead strategic projects and respond to ad hoc requests from senior-level leadership.
- Ensure ongoing operational processes are working efficiently and effectively pursuant to standard operating procedures.
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What This Job Offers
Job Type
Full-time
Career Level
Director
