Investment Officer

What you'll doBuild and maintain a pipeline of direct opportunities and fund/co-invest relationships across target geographiesRun first-pass screening against our mandate: business quality, alignment, downside protection, hold-period fitMaintain relationships with intermediaries, sponsors, operators, and other family officesPrepare screening memos with a clear recommendation to pursue or passEvaluation and executionOwn the financial model: operating build-up, returns analysis, downside and stress casesRun or coordinate diligence workstreams — commercial, financial, legal, tax — including managing external advisorsDraft investment memos: thesis, key risks, valuation, structure, exit or hold logicSupport negotiation of terms, structuring, and documentation through to closePortfolio managementMonitor performance against underwriting; maintain KPI reporting and valuation marksPrepare quarterly portfolio reviews and consolidated performance reporting for the principal(s)Track fund commitments: capital calls, distributions, and manager performanceSupport liquidity events, follow-ons, restructurings, and exitsWhat we're looking forRequired2–5 years in investment banking, private equity, transaction services, or a comparable investment roleStrong financial modelling from a blank sheet — DCF, and operating models without relying on templatesDemonstrated ownership of diligence workstreams on completed transactionsClear, concise written analysis; ability to write a memo that a busy decision-maker can act onComfort with ambiguity and incomplete information, and the judgment to say so rather than paper over itPreferredExposure to multiple asset classes (private equity, real assets, credit, public markets)Experience across more than one geography or regulatory regimeFamiliarity with fund investing and co-investment mechanicsCFA part qualifiedAdditional languages relevant to our coverage marketsAttributes that matter hereIntellectual honesty — you kill your own ideas when the evidence turnsDiscretion; family office work is confidential by defaultComfortable being the only person on a deal, and comfortable being told no