Investment Due Diligence Director

Overview

• Lead the investment due diligence division, driving strategic initiatives in private markets and ensuring alignment with organizational goals.
• Oversee the evaluation of private capital strategies, identifying market opportunities and delivering actionable insights.
• Collaborate with cross-functional teams to enhance investment processes and create impactful educational materials.
• Manage a team of analysts, fostering professional growth and ensuring high-quality deliverables.
• Develop comprehensive market maps, tracking trends and sourcing investment opportunities.
• Present findings and strategic recommendations to clients and internal stakeholders.
• Contribute to the development of innovative investment strategies and collateral materials.
• Stay abreast of industry developments, integrating insights into organizational strategies.

Key Responsibilities & Duties

• Conduct in-depth due diligence on private capital managers, assessing qualitative and quantitative factors.
• Prepare detailed reports and presentations for investment committees and stakeholders.
• Monitor existing investments, ensuring alignment with performance benchmarks and strategic objectives.
• Coordinate sourcing and evaluation of new investment opportunities in private markets.
• Develop and deliver educational content to enhance stakeholder understanding of market dynamics.
• Lead team efforts in creating strategic investment collateral and market maps.
• Collaborate with internal teams to ensure compliance and alignment with organizational goals.
• Stay informed on industry trends, integrating insights into investment strategies.

Job Requirements

• Bachelor of Arts degree with 15+ years in financial services and 10+ years in private capital due diligence.
• Proven expertise in evaluating fund managers and presenting findings to senior professionals.
• Strong analytical and communication skills, with experience in qualitative and quantitative analysis.
• Ability to lead teams effectively and work independently in a dynamic environment.
• Knowledge of private equity, private credit, real estate, and real assets.
• Familiarity with investment committee processes and fund monitoring practices.
• Capability to develop market maps and maintain investment pipelines.
• Excellent collaboration skills with internal teams across sales, legal, and compliance.