Investment Officer II
Duties include but are not limited to:
• Processes and evaluates new limited partnership, co-investment, customized investment account, and direct investment opportunities
• Assists in the evaluation of investment opportunities
• Uses multiple sources of information about private equity firms such as Investment Overviews, Private Placement Memorandums and deal sheets to identify attractive investment opportunities that meet criteria identified by PE leadership
• Participates on project teams, helps with special initiatives, assists with time sensitive proposal requests
Minimum Requirements and Experience:
• Equivalent to graduation from college preferably with major work in business administration, economics, finance, mathematics, or a closely related field
• Three years of increasingly responsible investment analysis experience for a public agency or private financial institution, insurance company, pension fund, endowment fund, investment firm, real estate development and investment firm, or other private corporation or entity having a major investment management program
Desirable Qualifications:
• Working towards a professional certification such as a CPA, CGA, MFE, ASA/FSA.
• Excellent written and verbal communication.
• Demonstrated ability to be a contributing member of a collaborative team.
• Prior experience interacting with external stakeholders in a productive manner.
• Functional with Microsoft Word, Excel, and PowerPoint.
• Ability to quickly learn the Salesforce.com interface.
• Focus on the details.
• Timely completion of quality deliverables with minimal guidance.
• MBA or possession of an advanced degree in finance, accounting or other related field.
• Possession of a certification such as a CPA, CFA, CAIA, MFE, ASA/FSA is preferred.
• Fluency in another language.
• International experience or other characteristic that is unique.
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