Director - Placed at a leading technology hardware firm
San Francisco, CA
POSITION: Research Associate
LOCATION: New York City
Our Client is an outsourced chief investment office who is seeking new associates to join their research team. The research team is the engine for generating attractive investment opportunities for implementation in client portfolios.
The primary responsibilities of this individual would be:
1. Investment Thesis Development – Work with senior members of the team to identify and research key investment opportunities that will be accretive to client portfolios. Incorporate market knowledge and the context of current portfolio risk allocations to find strategies that provide compelling risk/return profiles.
2. Manager Diligence – Drive rigorous and comprehensive due diligence of asset managers and other investment opportunities. Develop the diligence workplan and execute on it. Diligence activities include meetings with managers; quantitative analysis of portfolios and performance; qualitative assessments of team, investment process and research quality; and external referencing and triangulation. The diligence process concludes with a detailed written investment presentation for discussion among the team and with the Investment Committee.
3. Investment Monitoring and Portfolio Management – Ongoing diligence and monitoring of investment managers and opportunities, including formal quarterly review of invested managers. Continuous evaluation of the investment opportunity set and risk contribution to the broader portfolio.
4. Client Team Engagement (~10% of the work) – Support client portfolio management teams. This includes communicating the latest insights and opportunities, providing analytical support for portfolios and helping with manager-specific questions.
Our client advises a $1 billion+ fund specialized in growth equity and buyout investments in high-growth enterprise software, consumer internet, and technology-enabled services companies worldwide. The team leverages the larger funds’ deep tech investing expertise, global platform, and specialized operating experts to enable technology companies and their management teams to accelerate the achievement of their full potential.
Our client is looking for an associate to identify attractive industry sectors and specific companies for investment and execute both growth equity and buyout transactions.
This is a unique opportunity to be part of a young fund within an established firm. Given the entrepreneurial nature of the platform, the team is looking for self-starters who will take initiative and be proactive about finding interesting companies and themes as well as taking ownership of transactions once they become live. Associates are given responsibility to lead workstreams with limited supervision.
Associates spend their time mapping out industries, speaking with senior executives at leading tech companies, attending conferences, and maintaining a dialogue with folks within the tech ecosystem. In addition, associates execute transactions by leading due diligence workstreams, performing quantitative analysis, and working closely with their specific deal team (generally two to four professionals).
Associates who join the Fund must possess a strong record of academic achievement at the undergraduate level from a leading university with a GPA of 3.6 or higher. The successful candidate also will have a proven track record of leadership, an interest in following trends in technology and business, and a strong desire for an outbound role to build relationships and create investment opportunities with entrepreneurs.
Geo: New York
Timing: Summer 2020 or 2021
Compensation is highly competitive and includes base pay, bonus, 401(k) matching and comprehensive benefits.
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LOCATION: NYC -or- Boston
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