Global Firm pursuing an opportunistic investment approach across global markets targeting a variety of transaction types based on highly customized programs for its institutional investor base. These may include private equity and venture capital fund partnerships, secondaries, and direct and co-investments. The Firm applies a thematic approach, concentrating capital in key sectors that are exhibiting outsized growth often accelerated by the application of technology. With approximately $3.5 billion under management, the firm invests in these fast-growing markets on behalf of some of the largest institutions in the world.
This position would be focused on an investment mandate in the Caribbean, pursuing growth stage investments in leading companies across the region. The ideal candidate has professional-level Spanish fluency and would either be based in or willing to relocate to Puerto Rico.
The Vice President is a core member of the investment team, working alongside deal team members across all stages of the deal lifecycle, as well as supporting team members across other core initiatives. The successful candidate will be the Firm’s initial professional to be based in Puerto Rico. Specific responsibilities include:
- Actively support senior team members in the review and execution of investment opportunities. The candidate would:
- Identify and analyze potential investment opportunities: actively engage with family-owned companies, entrepreneurs, and advisors to source investment opportunities, develop market maps, and oversee proactive outreach efforts to advisors, business owners, and other investors active in the region;
- Support the development of complex financial models to evaluate potential investment returns for transactions under consideration;
- Lead the preparation materials for Investment Committee review ranging from initial investment screens to detailed investment memoranda;
- Coordinate internal and external workstreams on financial/tax, legal, and commercial due diligence;
- Coordinate and prepare transaction documentation;
- Post-investment, support board-level engagement and oversight of key operating metrics and financial performance.
- Support senior team members in the firm’s marketing initiatives. The candidate would:
- Update and maintain investor presentation materials; and
- Identify and support research into new product development.
· Actively support the firm’s ESG and Impact investing initiatives. The candidate would:
- Assist in developing appropriate ESG and Impact processes; and
- Prepare materials and reports as necessary.
- Actively participate and support the CFO and the investment team in the portfolio monitoring and reporting process. The candidate would:
- Oversee, update, and maintain the firm’s internal transaction and performance database; and
- Assist in the preparation of quarterly and annual reports to investors.
Qualifications
· An ideal candidate will have 5-7 years of relevant professional experience, including 3-5 years in private equity
· Detail oriented, strong organizational skills
· An inquiring mind, good discipline, and attention to detail
· Strong project management and execution skills—an ability to meet challenging deadlines while maintaining a high degree of quality and accuracy
· Excellent written communication skills
· Demonstrated experience in financial statement analysis and valuation techniques
· Ability to manage multiple responsibilities in a time critical, transaction-oriented environment
· Willingness to travel overseas, with travel throughout the Caribbean a core responsibility
· Bilingual English/Spanish required (written and verbal)
Personal Characteristics
· Highest degree of ethics and integrity
· Self-starter with an entrepreneurial mindset
· Hard-working with high attention to detail
· Excellent interpersonal skills
· Strong written and verbal communication skills
What We Offer
The Firm offers a competitive salary, based on experience, along with an annual discretionary bonus based on Firm and employee performance. Our benefits package includes Company-paid medical, dental and vision, and LTD insurance for the employee as well as Company-paid holidays, paid vacation, and sick leave.
The Firm is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, gender identity (including transgender), religion, marital status, pregnancy, childbirth or related medical conditions including lactation, age, national origin or ancestry, physical or mental disability, genetic information, sexual orientation, military or veteran status, citizenship status (employees must be authorized to work in the relevant jurisdiction) or any other characteristic protected by law.
A background check will be required of the finalist candidates for the position. The Firm conducts a thorough background check that, unless prohibited by local law, is expected to include, a review of credit, criminal, and motor vehicle history, and confirmation of education and employment history. As a Registered Investment Adviser, the Company is subject to Rules of the U.S. Securities and Exchange Commission regarding certain political contributions by and other events affecting its employees, and disclosures in relation to such contributions and events will be required from candidates during the consideration process.
No phone calls or agencies please. Only direct candidates' resumes will be accepted for this position. Recruiters and agencies are requested not to contact the job poster about your services, other services you may offer, or clients or products.
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Application Question(s):
- For purposes of compliance with Section 40.1-11.1 of the Code of Virginia, are you legally eligible for employment in the United States?
Work Location: In person
