MD​/Director, Investments & Research

Managing Director, Private Investments About the Company

A venture-backed financial technology platform modernizing how sophisticated investors access and manage private market investments.

The firm partners with RIAs, family offices, and institutional allocators to provide curated access to private investment opportunities alongside institutional-grade infrastructure for research, analytics, and portfolio management. The platform spans multiple private asset classes, including venture capital, private equity, private credit, and related strategies.

The company is seeking a senior investment professional to join its Private Investments function in a leadership role. This individual will play a central role in driving manager and co-investment research across private market strategies while helping shape the firm’s long-term investment and platform strategy.

The role blends hands‑on investing with platform‑building. You will lead diligence efforts, cultivate senior GP relationships, and help define how private investment opportunities are sourced, evaluated, and delivered to clients at scale.

This is an opportunity for an experienced investor who wants broader impact beyond a traditional fund seat and is motivated by building durable infrastructure in private markets.

• Investment Leadership Lead quantitative and qualitative research and due diligence on private market managers and co‑investment opportunities across venture capital, private equity, and adjacent asset classes.
• GP Relationship Management Develop and maintain senior relationships with fund managers, including access negotiations, structuring discussions, and long‑term partnership development.
• Sourcing & Pipeline Development Proactively source differentiated fund and co‑investment opportunities through industry relationships, targeted outreach, and market intelligence.
• Investment Committee Process Prepare and present clear, well‑reasoned investment recommendations to an internal investment committee, synthesizing complex analysis into concise decision‑ready materials.
• Cross‑Functional Collaboration Work closely with product, technology, and operations teams to improve investment workflows, data capture, and the overall client investment experience.
• Portfolio Monitoring & Reporting Oversee post‑investment monitoring, quarterly updates, and ongoing portfolio analytics to support transparency and performance reporting.
• Thought Leadership Contribute to market insights, thematic research, and written content that positions the firm as a trusted voice in private markets.
• Team Development Mentor and manage junior investment professionals and help build repeatable processes and frameworks for evaluating private investments.
• Market Representation Represent the firm externally with GPs, clients, and at industry events as a senior investment leader.

• 10+ years of experience in private markets investing (venture capital, private equity, fund‑of‑funds, family office, institutional allocator, or similar)

• Deep experience in manager research and fund evaluation with strong understanding of fund structures and market dynamics

• Demonstrated ability to build senior GP relationships and secure differentiated access

• Strong analytical skills combining quantitative rigor with qualitative judgment

• Leadership mindset with comfort owning complex initiatives and mentoring others

• Exceptional communication skills with the ability to translate complexity into clear narratives

• Entrepreneurial, builder‑oriented mentality suited to fast‑growing environments

• Strong organizational skills and attention to detail

• Bachelor’s degree required; CFA, CAIA, or similar credentials preferred

• Leadership role at a fast‑growing, mission‑driven private markets platform

• High visibility and meaningful ownership over investment strategy and processes

• Direct collaboration with senior leadership and founders

• Opportunity to shape how private investments are accessed and delivered at scale

• Blend of investing, strategy, and platform development rarely found in traditional roles

• Location: Major U.S. financial or technology hub preferred (San Francisco/NYC)
• Compensation: $200,000–$225,000 base plus bonus and equity
• Benefits: Comprehensive health coverage, retirement plan, flexible time off
• Employment: Full‑time