Investment Officer

Investment Officer – Drive Strategic Growth Through Targeted Investment Opportunities

Are you a detail-oriented investment professional with a passion for identifying high-potential opportunities and structuring deals that deliver measurable value? We are seeking an accomplished Investment Officer to join our dynamic team, where you will play a pivotal role in building and maintaining a robust pipeline of direct investment opportunities, fund relationships, and co-investment partnerships across key geographies. This is an opportunity to leverage your analytical expertise, strategic thinking, and relationship-building skills to shape our investment portfolio and drive long-term success.

In this dynamic role, you will be responsible for the entire lifecycle of investment opportunities—from initial screening and due diligence to negotiation, structuring, and execution. Your work will directly impact our portfolio performance, ensuring alignment with our mandate while mitigating risk and maximizing returns. If you thrive in a fast-paced, high-stakes environment and are eager to contribute to impactful financial decisions, we invite you to explore this exciting opportunity.

Key Responsibilities

Your primary focus will be on evaluating and executing high-quality investment opportunities while maintaining strong relationships with intermediaries, sponsors, operators, and other institutional investors. Key responsibilities include:

• Pipeline Development and Relationship Management: Build and sustain a pipeline of direct investment opportunities and fund/co-investment relationships across target geographies. Foster and nurture relationships with key stakeholders, including intermediaries, sponsors, operators, and other family offices, to identify and secure exclusive opportunities.
• Initial Screening and Thesis Development: Conduct first-pass screening of opportunities against our investment mandate, assessing business quality, alignment, downside protection, and hold-period fit. Develop clear, data-driven recommendations for pursuing or passing on deals, supported by concise and compelling screening memos.
• Financial Modeling and Analysis: Own the development and maintenance of comprehensive financial models, including operating build-ups, returns analysis, and downside/stress case scenarios. Ensure models are built from scratch with rigorous attention to detail, avoiding reliance on templates or generic frameworks.
• Diligence Leadership: Lead or coordinate diligence workstreams across commercial, financial, legal, and tax domains. Manage external advisors and ensure thorough, high-quality due diligence processes are executed efficiently.
• Investment Memo Preparation: Draft detailed investment memos outlining the thesis, key risks, valuation rationale, deal structure, and exit or hold logic. Ensure memos are clear, concise, and actionable for decision-makers at all levels.
• Negotiation and Deal Execution: Support the negotiation of terms, structuring, and documentation throughout the deal process, ensuring timely and successful closures. Collaborate closely with legal, tax, and operational teams to navigate complexities and achieve optimal outcomes.
• Portfolio Management and Performance Tracking: Monitor portfolio performance against underwriting assumptions and maintain accurate KPI reporting and valuation marks. Prepare quarterly portfolio reviews and consolidated performance reports for senior stakeholders, ensuring transparency and accountability.
• Fund and Liquidity Management: Track fund commitments, capital calls, distributions, and manager performance. Support liquidity events, follow-on investments, restructurings, and exits, ensuring smooth execution and alignment with strategic objectives.

Qualifications and Skills

To excel in this role, you will bring a blend of technical expertise, strategic insight, and interpersonal skills. We are seeking candidates who meet the following requirements:

• Experience: 2–5 years of experience in investment banking, private equity, transaction services, or a comparable investment role. Proven track record of ownership in end-to-end investment processes, from initial screening to deal closure.
• Financial Modeling: Exceptional ability to build sophisticated financial models from a blank sheet, including DCF analyses and operating models. Demonstrated capability to create models without relying on pre-existing templates or frameworks.
• Diligence and Analysis: Hands-on experience leading diligence workstreams on completed transactions. Ability to synthesize complex information and present clear, concise written analysis in the form of investment memos tailored for decision-makers.
• Judgment and Ambiguity Tolerance: Comfort working with incomplete or ambiguous information, coupled with the judgment to communicate gaps transparently rather than overlook them.

While not mandatory, the following experiences and qualifications will be highly valued:

• Diverse Asset Class Exposure: Experience across multiple asset classes, including private equity, real assets, credit, and public markets.
• Geographic and Regulatory Acumen: Familiarity with investment dynamics across multiple geographies or regulatory regimes.
• Fund Investing Mechanics: Hands-on experience with fund investing and co-investment structures, including capital calls, distributions, and manager performance tracking.
• Professional Certifications: CFA charter qualification or equivalent.
• Language Skills: Proficiency in additional languages relevant to our coverage markets.

Core Attributes

Beyond technical skills, we are looking for individuals who embody the following attributes:

• Intellectual Honesty: A commitment to objective analysis and the courage to challenge or discard ideas when evidence contradicts them.
• Discretion: Unwavering commitment to confidentiality, as family office work inherently involves sensitive and proprietary information.
• Independence and Resilience: Comfort operating as the sole point of contact on deals and the ability to handle rejection or setbacks with professionalism and determination.

If you are a strategic thinker with a track record of driving impactful investment decisions and a passion for building meaningful relationships, we encourage you to apply. Join us in shaping the future of our investment portfolio and contributing to our continued success in a dynamic and collaborative environment.