Vice President, Investments

Simon Quick Advisors•Morristown, NJ

11d•$150,000 - $250,000

About The Position

Simon Quick Advisors is an independent, employee-owned RIA that provides holistic financial planning solutions for affluent families, business owners, and executives. The Vice President, Investments is an experienced contributor to the Investment function, working closely with the CIO and broader Investment team to enhance market and macroeconomic research, investment sourcing, and diligence processes. The primary focus is coverage analysis for prospective and existing fund investments, with additional contributions to broader market and economic research that informs asset allocation and investment priorities. The role has significant visibility across the organization and with clients. Strong preference is given to candidates with demonstrable experience sourcing, evaluating, and investing with private equity and private asset managers. This generalist position covers investment strategies and asset classes, with particular emphasis on expanding private investment capabilities across buy-out, growth, and venture strategies. The role primarily involves fund diligence and also includes co-investment opportunities. The Vice President oversees covered investments, maintains manager communications and portfolio data, builds return and exposure models, monitors performance and relevant market developments, and conducts operational due diligence. The role also supports Simon Quick private funds through allocation and capital-flow management, investor communications, performance analysis, and vendor and regulatory requirements. Assessments and recommendations are delivered through written documentation and presentations, and the role supports advisors and clients with investment updates and questions.

Requirements

Bachelor’s degree, and an MBA and/or CFA designation, or equivalent.
At least 5 years of relevant investment due diligence experience.
Strong fluency across asset types and investment strategies.
Proficiency in Excel, including creating and managing complex spreadsheets, using advanced formulas, and generating detailed reports for analysis and decision-making.
Ability to communicate complex financial and technical information clearly and persuasively in writing and verbally.
Strong analytical skills, including synthesizing large amounts of dynamic information into actionable insights.
Ability to work collaboratively and solve complex problems using critical thinking and creativity.
Ability to prioritize tasks by importance and urgency and allocate resources effectively.

Nice To Haves

Demonstrable experience sourcing, evaluating, and investing with private equity and private asset managers.
Strong proficiency and network in buy-out, growth, and venture investing.
Proficiency with investment tools including Claude, Bloomberg, Morningstar, and PitchBook.
MBA and/or CFA designation, or equivalent.

Responsibilities

Independently source, screen, and conduct due diligence on investment opportunities across asset types and strategies.
Present investment recommendations and supporting work product to the Investment Team and Investment Committee, and present approved opportunities to advisors and clients.
Provide coverage analysis for prospective and existing fund investments, with an emphasis on private equity and private asset managers.
Assess economic and market trends that influence the investment landscape and opportunity set, contributing insights to investment activity and Investment Committee and advisor content.
Deliver assessments and recommendations through written documentation and presentations.
Serve as senior coverage analyst for managers across asset types and investment vehicles; maintain active communications and monitor key investment and business elements.
Build and maintain return and portfolio exposure models.
Document meetings and relevant correspondence with managers.
Monitor and share performance and relevant market news concerning covered managers and strategies.
Conduct operational due diligence, including review of cash controls, valuation and allocation processes, financing, compliance and regulatory matters, and technology.
Review regulatory and fund documents, including ADVs, audited financials, PPMs, LPAs, and subscription documents.
Work with the client-facing team to provide regular updates on portfolio investments ahead of client and prospect meetings.
Support existing and future Simon Quick private funds, including allocations, capital-flow management, investor communications, performance analysis, and vendor and regulatory requirements.
Respond to advisor and client questions about investments and their market relevance, supported by investment communications, portfolio data capture, analysis, and operational review.