What are the responsibilities and job description for the Investment Director - Single Family Office - Boston, MA position at Page Executive?
About Our Client
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My client is a Private Single-Family Office with a strong (30 year) pedigree and impressive track record. They have around $10b in AUM. In addition to multiple offices in Europe, they opened their Boston office more recently. Stateside, they have a startup environment but are part of a much wider network of backing and resources. The firm's ambitious growth plans in the coming years and as part of their longer-term strategy, the need for an Investment Director has arisen.
Job Description
The Investment Director will lead the investment team and report into the family member. The Investment Director's primary responsibility will be to oversee the firm's investment portfolio in the US, with a focus on the TMT and healthcare tech space, along with occasional opportunistic investments across other sectors. The role will include overseeing a small team of analysts and associates who focus on due diligence, analysis, and sourcing of new investment opportunities. There is a single source of capital with zero external fund raising.
Main duties and responsibilities will include the following :
- Oversee the preparation of financial models (LBO etc.) across industries and sectors to support mandate processes
- Manage and evaluate the current investment portfolio while building a longer-term strategy for further expansion into the United States
- Manage an investment team of associates and analysts
- Drive the analysis of financial data to build financial models and review direct equity investments
- Make informed and highly commercial strategy decisions
- Investment execution (term sheets, due diligence, transaction documents)
- Portfolio monitoring (board meetings, quarterly letters)
- Recommend future investments
- Deliver quarterly sector research reports for external distribution
The Successful Applicant
In return for a competitive remuneration package, you will possess the following :
What's on Offer
Please note that equity / carry is not available for this opportunity. Co-investment opportunities are available upon completion of the probationary period. Candidates seeking carry need not apply.
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Salary : $350,000 - $400,000
