Associate Principal - North America Private Equity

Participate in the sourcing, execution, monitoring and managing of the Private Equity North America portfolio with the objective of outperforming the relevant benchmarks while operating within the defined investment guidelines.

Sourcing:

• Expand and deepen the Council’s coverage of the North American Private Equity market.
• Segment the target market and proactively map it to identify superior investment opportunities.

Diligence:

• General: Establish an investment thesis and produce supportive data-based evidence. Identify deal-breakers and key risks to drill down on.
• Quantitative: Analyze past and current performance data and put it in context of the broader investment thesis. Customize analyses according to the particular investment case.
  
• Qualitative: Determine level of manager interest alignment. Profiling of key individuals and team dynamics in an investment opportunity. Balance own views with relevant third-party references.
• Carry out thorough and comprehensive off-site and on-site due diligence visits/examination of the GPs with regards to their performance track record, investment strategy and processes, team, competitive advantage, fund commercial and legal terms, peer comparison, etc.
• Use proprietary databases/tools for research and internal database relevant to Private Equity. Utilize the PED’s data from the Burgiss, Preqin, Pitchbook, etc. websites’ database.
• Ensures all legal documentation pertaining to investments is adhered to by counterparties including liaising with the Legal Unit.

Monitoring:

• Retain ownership post-closing, follow performance of GPs and benchmark against initial investment thesis on an ongoing basis.
• Participate in managing the GP relationships relating to the North American portfolio of funds (e.g. monitoring and benchmarking of performance, monitoring portfolio balance by region, discipline, fund and GP concentration, attending LP meetings, GP update calls, and major PE conferences, etc.)
• Supports the Head of North America investing in managing external fund managers within a complex risk and return framework.
• Participates in internal and external meetings with fund managers and senior management teams as required.

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• Proactively shares knowledge and collaborates with team members and supports the development of less experienced colleagues (incl. Trainees, Interns etc.).
• Carries out other similar or related duties as assigned.

Education and Experience

• Bachelor’s degree and/or MBA or Masters Degree in Finance/Business preferred.
• Relevant Private Equity fund investing experience.
• Financial Modelling skills with strong numeric, qualitative and quantitative skills.
• Strong network and relationships within the financial investment industry.
• In depth understanding of Private Equity markets.