Director, Private Equity Investments

The Private Equity Director will help shape UTIMCO’s private investment activities through a portfolio of funds and direct investments to achieve superior risk-adjusted long-term returns. This position will focus on direct investments and report to the Senior Managing Director of Private Equity Investments. This team member will be an individual contributor and will collaborate closely with the Private Equity and broader UTIMCO teams.

Overall Responsibilities

Reporting to the Senior Managing Director of Private Equity Investments, the successful candidate will support direct private equity investments, including co-investments and single-asset continuation vehicles. Broad responsibilities include:

Assist in management of a portfolio of private investments including:

Monitoring individual manager performance and risk

Fostering valued relationships with all investment partners

Conducting periodic updates to initial due diligence

Conducting periodic on-site visits with key investment and operations personnel

Source and assess new investment opportunities by establishing trusted industry contacts, meeting prospective partners, attending relevant industry events, performing qualitative and quantitative analysis as required, and assist in maintaining the prospective manager database

Maintains the capacity to lead a comprehensive due diligence process for evaluating and underwriting prospective investments, particularly direct investments (including but not limited to in-depth company analysis, manager performance and risk, manager strengths and weaknesses, risk management, operations, reference checks, evaluation of service providers, assessment of existing investor base, and thorough review of relevant legal documents with input from counsel)

Lead negotiation of investment structuring and terms on new and existing investments with counsel

Assist the Senior Managing Director with asset allocation decisions and portfolio evaluation

Prepare standard and ad hoc reports and presentations to facilitate communication and transparency to the Investment Committee, organization, Board of Directors, and other external entities as required

Assist and develop junior-level team members

Maintain knowledge of global capital markets by monitoring current financial publications, leveraging personal contacts with outside research/industry professionals, and conducting ad hoc research

Represent UTIMCO in the marketplace with highest integrity and professionalism

Requirements

We seek a proven investment professional with superior investment judgment, a track record of success, a collegial operating style, and excellent communication skills. The ideal candidate will have most or all the following skills, knowledge, experience, and personal characteristics:

7–10+ years of relevant direct investment experience in the private sector, specifically in finance, corporate development, operations, or investment-related fields

Strong private equity deal experience

Knowledge of legal structuring

Strong risk management capabilities

Ability to communicate effectively and professionally across Investment team members and UTIMCO

Exceptional quantitative skills, with the ability to evaluate fund and portfolio performance

Advanced proficiency in financial tools and applications (e.g., Excel, Bloomberg)

Strong written and oral communication skills

Demonstrated ability to build and maintain strong professional relationships

Collaborative, organized, adaptable, and resourceful, with a team-oriented and “can-do” attitude

Unquestioned honesty, integrity, and transparency

Ability to travel domestically and internationally

Experience leading private equity fund underwriting

Preferred Qualifications

Bachelor’s degree in finance, accounting, or related field

MBA from a leading institution

CFA designation

Note: This role requires in-office 4 days a week: Monday through Thursday.

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As part of UTIMCO’s Code of Ethics and personal trading compliance requirements, employees are subject to restrictions and reporting obligations related to personal securities trading activities, including activities conducted through household or dependent accounts. Please refer to UTIMCO’s Code of Ethics for additional information regarding these requirements. If you or someone in your household engages in extensive personal trading, please raise the issue with Human Resources for further discussion.