Private Markets Portfolio Manager; Director, Private Equity

Strategic Investment Group specializes in Outsourced CIO solutions, managing customized portfolios for institutional investors since 1987. Our investment process integrates active portfolio management, rigorous risk management, and open-architecture manager selection to serve as an extension of our clients’ investment teams.

We strive to build enduring partnerships with our clients by strengthening their investment programs through a dynamic, value-enhancing investment process, sound governance framework, and world-class client service. Our mission is to empower investors through experience, innovation, and excellence.

• Lead the active management of a new $4 billion multi-client portfolio consisting of over 85 material funds and 34 material co‑investments with 45 distinct private equity firms held through 18 investment vehicles
• Direct a thorough underwriting of the portfolio and prepare a comprehensive hold sell/analysis
• Underwrite and originate recommendations on future investments with the existing managers in the portfolio
• Source co‑investments and secondaries from the existing managers in the portfolio
• Coordinate and make recommendations on any fund amendments and continuation vehicles decisions
• Coordinate Annual Meeting attendance with the Private Markets team and attend meetings as required
• Meet either in person or virtually with the clients as required with the expectations that meetings would be held no less than quarterly
• Review all client reporting and create bespoke reports where necessary
• Work with the Private Markets team to develop appropriate future investment strategies and investment pace for the client, estimated to exceed $100 million per annum
• Assist in hiring and mentoring a new Associate and Analyst to be assigned to the Portfolio Manager in managing the portfolio
• Work closely with the Private Markets team on achieving the clients’ objectives
• Expectations for the position to be fully integrated with private markets team over time

• 10-15 years of private equity experience at endowment or foundation investment office, OCIO, family office, consultant or other highly respected institution
• Experience investing and managing funds, co‑investments and secondary transactions
• Strong client orientation with an ability to understand the perspectives of different types of institutional investors
• Ability to effectively advise a sophisticated group of institutional clients and their investment committees
• Excellent analytical and quantitative skills with strong investment acumen
• Strong written and verbal communications and presentation skills
• The inclination to contribute, mentor, provide and receive constructive feedback, and partner with others on an ongoing basis
• Broad understanding of economic trends and capital markets events that impact investment portfolios
• High degree of comfort working in a flexible, entrepreneurial environment
• Strong academic credentials. Bachelor’s degree in business, finance, economics, or a related field. MBA and CFA
• High degree of integrity, professionalism, and problem-solving skills
• Energetic, forward‑looking, and positive by nature
• Readiness to travel