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Private Equity Investment Strategist

Company: The Judson Group
Location: Indianapolis
Posted on: March 19, 2023

Job Description:

Private Equity Investment Strategist - Indianapolis, Indiana Reference Number: HRJ6898
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

Keywords: The Judson Group, Indianapolis , Private Equity Investment Strategist, Accounting, Auditing , Indianapolis, Indiana

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