Chief of Staff
Listed on 2026-03-11
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Finance & Banking
Wealth Management, VP/Director of Finance -
Management
Wealth Management
The client is seeking a Vice President for their Investment Research team in a lower middle-market private equity firm located in the Greater New York Area. The Vice President will play a crucial role in driving the client's investment strategy, conducting in-depth research and analysis of potential investment opportunities within the lower middle-market. This role involves identifying, evaluating, and recommending investment opportunities, as well as supporting deal origination and execution.
Responsibilities include leading a team of analysts to provide comprehensive research reports, financial modeling, and due diligence findings. The Vice President will collaborate closely with the senior management team to develop investment theses and strategies. In addition, the role requires building strong relationships with industry experts and stakeholders to gather market intelligence and insights, facilitating informed decision-making on investment opportunities.
The ideal candidate will bring a strong background in private equity, with extensive experience in conducting investment research and analysis. They should possess excellent leadership skills and the ability to manage and mentor a team of analysts. Strong analytical and communication skills are essential, as the candidate will need to distill complex information into actionable insights for the client's investment portfolio.
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