Associate Director

  • Competitive
  • San Francisco, CA, USA San Francisco CA US
  • Permanent, Full time
  • Verus
  • 11 Jun 18 2018-06-11

Verus Investments is looking to hire an Associate Director in its Private Markets Group in San Francisco. The new team member will assist in the evaluation and recommendation of private market investments to a primarily institutional client base that comprises over $425 billion of assets under advisement.

Essential Functions

Manager/Fund Diligence

  • Source and diligence potential investments and lead research coverage on designated private market asset classes.  Asset classes include venture capital, growth equity, buyout, special situations / distressed, direct lending, private credit, infrastructure and real assets.
  • Evaluate investment opportunities including direct investments, co-investments and secondaries.
  • Perform financial modeling including value creation and relative value analysis.
  • Review investment opportunities with private markets team and propose recommended investments to the Alternative Investments Committee (AIC).
  • Monitor existing client allocations to private investments.

Client Relationship Management & Portfolio Strategy

  • Assist Consultants with private markets strategy for clients including pacing models as needed. 
  • Create presentations and tools to educate clients on private markets.
  • Serve as an industry expert in one or more private markets asset classes.
  • Contribute to research pieces, quarterly private market reports and white papers.
  • Coordinate research efforts with Hedge Fund and OCIO functions and Strategic Research and Manager Research teams.

 

Verus is an investment advisory firm, serving clients on both non-discretionary and discretionary basis.  Our corporate mission recognizes that by helping our clients succeed, we can help improve people’s lives – whether it’s securing the future of retirees and their families, providing the best healthcare people can afford, educating our youth, promoting the welfare of workers, building development programs for communities, or sustaining charities.

 

Prerequisites:

 

  • Five or more years of relevant investment experience with private markets at an Investment Bank, Private Equity Firm, Fund of Funds, Limited Partner, Advisory Firm or related role
  • Bachelor’s degree in finance or related field
  • Master’s degree and designations are preferred (MBA, CFA, CAIA)
  • Demonstrated proficiency in Excel and Bloomberg

For consideration, include resume, and salary requirements to jobs@verusinvestments.com.  No phone calls, please.

 

Verus is an Equal Opportunity Employer.