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Private Equity Investment Strategist

1 month ago

Grand Rapids, United States The Judson Group Full time

Private Equity Investment Strategist | Indianapolis, Indiana

Reference Number: HRJ6898

The following information aims to provide potential candidates with a better understanding of the requirements for this role. Location: Indianapolis, IN, Chicago, IL, Grand Rapids, MI, Cincinnati, OH, Minneapolis, MN Judson Group has been engaged by a privately-held, multi-billion-dollar RIA in the search for a

Private Equity Investment Strategist . The firm caters exclusively to UHNW families and institutional clients. As a member of the firm’s senior investment team, this person performs investment research with an emphasis on illiquid private equity funds, participates in decision-making of the investment committee, and supports the firm’s Client Advisors on business development and client servicing needs. The ideal candidate has private and public market investment research experience at a sizable firm serving similar clients. Candidates should have strong technical skills, leadership experience, and client/prospect facing experience. Responsibilities: Conducts manager due diligence research, including analytical evaluations, qualitative assessments, and on-site interviews with money managers. Performs asset class research. Presents to internal and external clients. Participates in client/prospect meetings on an as needed basis. Active in investment areas including research and publishing original written material. Requirements: Bachelor’s degree required; Advanced degree highly preferred. CFA preferred. Must have extensive private market investment experience. Strong experience working with HNW clients. Exceptional written and verbal communication skills and presentation abilities. Compensation:

Attractive compensation package with base salary and bonus. Future equity potential. Location:

Indianapolis, IN, Chicago, IL, Grand Rapids, MI, Cincinnati, OH, Minneapolis, MN Judson Group1059 Wealthy Street SE, Suite 201 Grand Rapids, MI 49506

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