About The Position

The Vice President will work collaboratively with senior management to provide information and expertise on Private Equity Secondaries strategies. To succeed in this role, an individual must possess a strategic orientation combined with strong analytical skills and excellent potential for relationship management. In addition, this person will be a conceptual thinker, creative, articulate and have the ability to understand and convey a variety of concepts at all levels. Outstanding execution and organization skills combined with excellent judgment and exemplary ethics and values are imperative. The successful candidate should possess a blend of client service, investment capabilities and commercial sense. They will develop marketing and due diligence materials, prepare investor due diligence requests, assist with fund reporting, work directly with investors to communicate strategies, develop and execute on strategic initiatives, keep abreast of industry trends, create presentations for investor meetings, and develop relationships with institutional investors globally.

Requirements

  • Bachelor’s degree required
  • 6+ years of work experience in an investor relations, strategy, client service or product management role
  • Must have a blend of client service, investment capabilities and commercial sense
  • Experience with investor relations/business development from a placement agent/private direct lending fund, asset manager or private equity firm required
  • Exceptional attention to detail, placing a high priority on accuracy and organization
  • Strong verbal and written communication skills, ability to communicate effectively with all levels of the organization and represent the Firm in a professional manner
  • Problem solver with ability to research solutions and suggest resolutions
  • Highly motivated with the ability to set priorities, multitask and monitor own workload to meet aggressive deadlines
  • Strong work ethic and self-starter
  • Demonstrated experience working in a team environment with multiple tasks
  • Highly proficient in Word, PowerPoint and Excel

Nice To Haves

  • Investment and leveraged finance experience preferred
  • Series 7, 63 and SIE or ability to obtain

Responsibilities

  • Develop marketing and due diligence materials such as private placement memorandums (PPM), pitch books, fact sheets and due diligence questionnaires (DDQs) for investment vehicles
  • Prepare request for proposals, questionnaires and data requests related to investor due diligence
  • Assist with monthly, quarterly and year-end fund reporting as well as ad-hoc investor requests
  • Work directly with investors, business development professionals and various other groups to communicate strategies, follow-up on investor/prospect inquiries and develop materials for use by the direct lending team, marketing team and other professionals as required
  • Develop and execute on strategic initiatives, identify market opportunities and conduct research to determine effective product launches
  • Work across functions to obtain and synthesize information from the investment, reporting and accounting teams in order to prepare communication materials
  • Keep abreast of industry trends and conduct market and competitor research
  • Create presentations and coordinate logistics for Annual General Meeting, investor meetings and conference calls
  • Develop entrenched relationships with institutional investors globally as part of fundraising, LP co-investment and broader client servicing efforts

Benefits

  • Comprehensive Medical/Rx, Dental and Vision plans
  • 401(k) program with company match
  • Flexible Savings Accounts (FSA)
  • Healthcare Savings Accounts (HSA) with company contribution
  • Basic and Voluntary Life Insurance
  • Long-Term Disability (LTD) and Short-Term Disability (STD) insurance
  • Employee Assistance Program (EAP)
  • Commuter Benefits plan for parking and transit
  • Access to a world-class medical advisory team
  • A mental health app that includes coaching, therapy and psychiatry
  • A mindfulness and wellbeing app
  • Financial wellness benefit that includes access to a financial advisor
  • New parent leave
  • Reproductive and adoption assistance
  • Emergency backup care
  • Matching gift program
  • Education sponsorship program
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