✨ AI Summary
This role is for an experienced Private Equity Investment Professional to join the Direct Investments team, focusing on North American opportunities. Responsibilities include originating, evaluating, and executing direct private equity investments, leading financial modeling and valuation, managing due diligence, structuring transactions, and negotiating terms. The professional will also work with portfolio company management to support value creation and monitor investments through to exit.
Requirements include a strong track record in Private Equity/Direct Investments, experience with North American transactions and the full deal lifecycle, and exposure to control or significant minority investments. Essential skills include financial modeling, valuation, commercial capabilities, and experience working with portfolio company management. Backgrounds from leading private equity funds, institutional investors, investment holding companies, or family offices are preferred.
Requirements
The ideal candidate will have a strong track record in Private Equity/Direct Investments with experience executing North American transactions across the full deal lifecycle, including origination, underwriting, and execution. Exposure to control and/or significant minority investments, coupled with strong financial modeling, valuation, and commercial capabilities, is essential. Experience working with portfolio company management teams is also required.
Description
We are working with a large institutional investment platform looking to appoint an experienced Private Equity Investment Professional to its Direct Investments team.The role will focus predominantly on North American investment opportunities, investing across both majority/control and significant minority transactions.The RoleOriginate, evaluate and execute direct private equity investmentsLead financial modelling, valuation and investment underwritingManage commercial, financial and operational due diligenceStructure and execute majority, minority and co-investment transactionsPrepare and present investment recommendations to Investment CommitteeNegotiate transaction structures, governance rights and key commercial termsWork closely with portfolio company management teamsSupport value creation, strategic M&A and growth initiativesMonitor investments through to eventual exitWho We're Looking ForStrong track record within Private Equity / Direct InvestmentsExperience executing North American transactionsFull deal lifecycle experience from origination and underwriting through executionExposure to control and/or significant minority investmentsStrong financial modelling, valuation and commercial capabilitiesExperience working with portfolio company management teamsBackground from a leading private equity fund, institutional investor, investment holding company or family office