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Investment Director

1 month ago


Boston, United States Michael Page US Full time

The Investment Director will lead the investment team and report into the family member. The Investment Director's primary responsibility will be to oversee the firm's investment portfolio in the US. In particular, there will be a focus on the TMT and healthcare tech space, but also occasional opportunistic investments across other sectors. The role will include overseeing a small team of analysts and associates who focus on due diligence, analysis, and sourcing of new investment opportunities. There is a single source of capital with zero external fundraising.

Main duties and responsibilities will include the following:

  • Oversee the preparation of financial models (LBO etc.) across industries and sectors to support mandate processes
  • Manage and evaluate current investment portfolio, whilst building a longer-term strategy for further expansion into the United States
  • Manage an investment team of associates and analysts
  • Drive the analysis of financial data to build financial models, review direct equity investments
  • Make informed and highly commercial strategy decisions
  • Investment execution (term sheets, due diligence, transaction documents)
  • Portfolio monitoring (board meetings, quarterly letters)
  • Recommend future investments
  • Deliver quarterly sector research reports for external distribution

In return for a competitive remuneration package, you will possess the following:

  • Bachelor's Degree
  • 15+ years of relevant experience
  • A strong track record in the TMT (Technology, Media, Telecoms) and/or healthcare tech spaces
  • Strong private LBO experience
  • Understanding of complex financial modeling
  • Ability to roll up one's sleeves and get involved at a grassroots level
  • Ability to be based in Boston, MA.

Compensation:

  • $350,000 to $400,000 base salary
  • Performance-related annual bonus scheme (up to 75%)
  • Opportunity for co-investment
  • Competitive benefits
  • Opportunity to be part of the inner workings of a well-established private family office
  • Boston, MA location

Please note that equity/carry is not available for this opportunity. Co-investment opportunities are available upon completion of the probationary period. Candidates seeking carry need not apply.

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