Investment Due Diligence Director

Overview

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

Key Responsibilities & Duties

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

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 effectively.
• 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 investment strategies.
• Familiarity with investment committee processes and fund monitoring practices.
• Capability to develop market maps and maintain investment pipelines efficiently.
• Excellent collaboration skills with internal teams across sales, legal, and compliance functions.