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Summary of Responsibilities: |
The AVP/Senior Investment Manager is a member of the Private Equity team with specific responsibilities serving on deal teams and leading the due diligence on investment opportunities. Oversees investment analysts on various projects. Serves as the primary relationship manager on certain investments and is active in sourcing and evaluating prospective investment opportunities. May serve as a portfolio manager for a specific strategy under direction of the Investment Committee. Participates in marketing meetings and client meetings. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Managing Director when necessary and updating Managing Director on a regular basis. |
Position Responsibilities: |
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Selection Criteria: |
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Work Setting: |
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Educational Requirements: |
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Computer Skills and Knowledge of Hardware & Software Required: |
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Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.): |
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Position Demands: |
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Full Time
$125k-176k (estimate)
06/30/2024
07/13/2024