Job Details

About Our Client

Our client is revolutionizing private market investing by providing RIAs and family offices with the tools they need to effectively discover, model, and manage their private market investments.

Their advanced platform merges curated funds and co-investment opportunities with robust, institutional-grade infrastructure. Clients benefit from a unified, data-rich digital experience that opens doors to premier options in venture capital, private equity, private credit, and other private asset classes, all supported by powerful tracking, analytics, and administration tools.

About the Role

We are on the lookout for a driven and visionary investor to help expand our curated investment platform, which is one of the fundamental components of our business.

This position goes beyond traditional investment roles. You will be responsible for sourcing, evaluating, and managing fund and co-investment opportunities, particularly in venture capital and private equity. Additionally, you will play a key role in shaping the broader platform by developing relationships with leading GPs, aiding in product innovation, and driving significant strategic initiatives.

This role is perfect for someone who excels in a dynamic, cross-functional environment and is eager to contribute to the evolution of private market infrastructure.

Key Responsibilities

• Investment Diligence: Spearhead in-depth quantitative and qualitative research and due diligence on private market funds and co-investments.
• GP Relationship Management: Foster and maintain strong relationships with top-tier GPs, focusing on deal structuring and securing access.
• Opportunity Sourcing: Actively build a comprehensive pipeline of fund and co-investment opportunities through outreach and network relationships.
• IC Process Ownership: Prepare and present thorough investment recommendations to the Investment Committee with clarity and balance.
• Product Collaboration: Work closely with product, technology, and operations teams to enhance platform features and improve the investment journey.
• Portfolio Monitoring: Assist with post-investment updates, quarterly reporting, and ongoing portfolio analytics.
• Thought Leadership: Create insights, thematic research, and content to amplify our client's market presence.
• Internal Enablement: Educate internal stakeholders about trends and investment themes in the private markets.
• External Representation: Attend industry events and engage in investor meetings while serving as a public representative for our client.

Qualifications

• 7-10+ years of experience in private markets, including venture capital, fund-of-funds, family office, RIA, or institutional allocator roles.
• In-depth knowledge of the VC/PE landscape, encompassing emerging trends, fund structures, and market dynamics.
• Proven success in building GP relationships and obtaining exclusive access.
• Exceptional analytical abilities and intellectual curiosity, allowing for insights beyond the data.
• Entrepreneurial mindset: thrives in uncertain environments, takes initiative, and builds from the ground up.
• Excellent written and verbal communication skills, capable of simplifying complex topics.
• Product-oriented perspective: understands the intersection of investment workflows, technology, and operations.
• Detail-oriented with a strong commitment to follow-through.
• Bachelor's degree required; CFA or CAIA (or progress towards) is preferred.

Why Join Our Client?

• Become part of a mission-driven organization aiming to modernize access and infrastructure in private markets.
• Collaborate with a top-notch team across investing, product, and technology domains.
• Take on a leadership position that influences the future of a rapidly growing fintech platform.
• Engage with impactful projects offering real ownership and autonomy.