Jobs · Finance

Vice President, Co-Investment Advisory

Agentis Capital · United States · 8 mo ago
RemoteRemoteFinanceFull-time

The Opportunity

As Vice President, Co-Investment Advisory, you will lead a team of dedicated professionals providing financial advisory services to limited and general partners seeking to deploy capital into co-investment opportunities, in a combination of infrastructure, debt, and other private-market assets.

You will be responsible for sourcing, developing and managing relationships with limited and general partners across Canada, the United States and globally. You will play a significant role in the growth and direction of this business segment, seizing opportunities to expand into new geographies, verticals, and service offerings.

  • Identifying, developing and managing relationships with limited and general partners active in infrastructure, and other co-investments
  • Identifying, originating and pitching co-investment advisory opportunities to limited partners, general partners and family offices
  • Pitching co-investment opportunities originated by other members of the team to limited partner and family office relationships
  • Preparing and presenting investment recommendations to client investment committees
  • Setting the strategic direction and implementing the strategic plan for the co-investment business unit
  • Directing the due diligence efforts of the team, including commercial, legal, tax, and financial
  • Liaising with the broader team for cross-group opportunities

Skills And Experience

  • Minimum six years of relevant experience in infrastructure, private equity, or private debt investing
  • Ability to develop and build strong client relationships
  • Strong communication and presentation skills, able to concisely communicate complex concepts
  • Demonstrated leadership experience through past professional roles
  • Established client relationships and network with limited partners, general partners and family offices is an asset

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