What you'll do
Build and maintain a pipeline of direct opportunities and fund/co-invest relationships across target geographies Run first-pass screening against our mandate: business quality, alignment, downside protection, hold-period fit Maintain relationships with intermediaries, sponsors, operators, and other family offices Prepare screening memos with a clear recommendation to pursue or pass Evaluation and execution Own the financial model: operating build-up, returns analysis, downside and stress cases Run or coordinate diligence workstreams — commercial, financial, legal, tax — including managing external advisors Draft investment memos: thesis, key risks, valuation, structure, exit or hold logic Support negotiation of terms, structuring, and documentation through to close Portfolio management Monitor performance against underwriting; maintain KPI reporting and valuation marks Prepare quarterly portfolio reviews and consolidated performance reporting for the principal(s) Track fund commitments: capital calls, distributions, and manager performance Support liquidity events, follow-ons, restructurings, and exits
What we're looking for Required2–5 years in investment banking, private equity, transaction services, or a comparable investment role Strong financial modelling from a blank sheet — DCF, and operating models without relying on templates Demonstrated ownership of diligence workstreams on completed transactions Clear, concise written analysis; ability to write a memo that a busy decision-maker can act on Comfort with ambiguity and incomplete information, and the judgment to say so rather than paper over it
Preferred Exposure to multiple asset classes (private equity, real assets, credit, public markets) Experience across more than one geography or regulatory regime Familiarity with fund investing and co-investment mechanics CFA part qualified Additional languages relevant to our coverage markets
Attributes that matter here Intellectual honesty — you kill your own ideas when the evidence turns Discretion; family office work is confidential by default Comfortable being the only person on a deal, and comfortable being told no