Vice President, Co-Investment Management

Vice President, Co-Investment Management About the job Vice President, Co-Investment Management

About Stalwart Insurance Brokers Ltd.

Stalwart Insurance Brokers Ltd. (Stalwart) is a growing national life insurance brokerage and financial services provider with a focus on high-complexity client and business situations.

Stalwart values excellence and entrepreneurial thinking, and requires staff with the capacity to solve complex, novel problems. Stalwart is growing rapidly and intends to sustain this rapid growth through the addition of ambitious team members looking to rapidly scale their skills, abilities, and relationships, and contribute to a high-performing corporate finance team.

We are looking for a Vice President, Co-Investment Management to lead our co-investment business and a team of dedicated professionals supporting investors seeking to deploy capital into co-investment opportunities across technology, private debt, and other private-market assets.

This is a senior leadership role with significant responsibility for sourcing and evaluating investment opportunities, developing and managing investor relationships, leading investment processes, and shaping the strategic direction and growth of the co-investment business.

Your role will include:

• Building, developing, and managing relationships with limited partners, general partners, family offices, and other institutional investors across Canada, the United States, and globally
• Identifying, sourcing, and evaluating co-investment opportunities across technology, private debt, and other private-market assets
• Developing and presenting investment opportunities to limited partners, general partners, family offices, and other prospective investors
• Presenting co-investment opportunities originated by other members of the team to existing and prospective investor relationships
• Preparing and presenting investment recommendations to client investment committees
• Leading the strategic direction and execution of the co-investment business plan
• Identifying opportunities to expand the business into new geographies, investment verticals, and service offerings
• Leading and directing the team's due diligence efforts, including commercial, legal, tax, and financial diligence
• Managing the investment process from opportunity identification through diligence, evaluation, and execution
• Working closely with the broader Stalwart team to identify and develop cross-group opportunities
• Providing leadership, mentorship, and direction to members of the co-investment team
• Contributing to the overall growth and development of the firm's private-market investment platform

• Minimum 6 years of relevant experience in technology, private equity, private debt, investment banking, investment management, or a related field
• Demonstrated ability to develop and maintain strong relationships with sophisticated institutional and private-market investors
• Strong understanding of technology investments, private markets, and co-investment opportunities
• Proven ability to source, evaluate, and develop investment opportunities
• Strong communication and presentation skills, with the ability to clearly and concisely communicate complex investment concepts
• Demonstrated leadership experience and the ability to lead and develop a high-performing team
• Established relationships with limited partners, general partners, family offices, or other institutional investors considered an asset
• Strong analytical, strategic, and problem-solving skills
• Ability to work effectively in a collaborative, team-oriented environment
• Entrepreneurial mindset with the ability to identify and pursue opportunities for business growth

• Nature:
  Permanent, Full-time
• Work Location:
  
  Toronto, ON or Vancouver, BC
• Level: Vice President
• Start Date:
  
  Immediate

Please note:

Candidates must be currently authorized to work in Canada.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.