Investment Officer

What you'll do

• Build and maintain a pipeline of direct opportunities and fund/co-invest relationships across target geographies
• Run first-pass screening against our mandate: business quality, alignment, downside protection, hold-period fit
• Maintain relationships with intermediaries, sponsors, operators, and other family offices
• Prepare screening memos with a clear recommendation to pursue or pass

Evaluation and execution

• Own the financial model: operating build-up, returns analysis, downside and stress cases
• Run or coordinate diligence workstreams — commercial, financial, legal, tax — including managing external advisors
• Draft investment memos: thesis, key risks, valuation, structure, exit or hold logic
• Support negotiation of terms, structuring, and documentation through to close

Portfolio management

• Monitor performance against underwriting; maintain KPI reporting and valuation marks
• Prepare quarterly portfolio reviews and consolidated performance reporting for the principal(s)
• Track fund commitments: capital calls, distributions, and manager performance
• Support liquidity events, follow-ons, restructurings, and exits

What we're looking for

Required

• 2–5 years in investment banking, private equity, transaction services, or a comparable investment role
• Strong financial modelling from a blank sheet — DCF, and operating models without relying on templates
• Demonstrated ownership of diligence workstreams on completed transactions
• Clear, concise written analysis; ability to write a memo that a busy decision-maker can act on
• Comfort with ambiguity and incomplete information, and the judgment to say so rather than paper over it

Preferred

• Exposure to multiple asset classes (private equity, real assets, credit, public markets)
• Experience across more than one geography or regulatory regime
• Familiarity with fund investing and co-investment mechanics
• CFA part qualified
• Additional languages relevant to our coverage markets

Attributes that matter here

• Intellectual honesty — you kill your own ideas when the evidence turns
• Discretion; family office work is confidential by default
• Comfortable being the only person on a deal, and comfortable being told no