Investment Due Diligence, Private Markets - Senior Vice President

About The Role

This individual will play a leadership role in sourcing, evaluating, and monitoring investment opportunities. The role also includes overseeing due diligence processes, developing thought leadership and educational materials, presenting to clients, and managing a team of investment analysts. The ideal candidate will combine deep private credit expertise with a strong understanding of the evolving private markets landscape.

Key Responsibilities

Lead the evaluation and due diligence of private credit managers and strategies, including direct lending, opportunistic credit, structured credit, and specialty finance Conduct comprehensive investment and operational due diligence, with a focus on manager underwriting processes, portfolio construction, and risk management frameworks Prepare detailed due diligence reports integrating both qualitative insights and quantitative analysis Oversee and manage a private credit-focused investment pipeline, including sourcing, evaluating, and prioritizing new and existing opportunities Support broader private markets coverage, including private equity, real estate, and real assets, as part of a diversified platform offering Present investment opportunities and market insights to internal stakeholders, investment committees, and clients Contribute to the development of private credit market views, including analysis of interest rate environments, credit spreads, and relative value dynamics Participate in ongoing portfolio monitoring, with primary responsibility for private credit investments, including performance tracking and risk assessment Collaborate cross-functionally with teams including Sales, Legal Compliance, and Corporate Finance Mentor and manage junior team members, fostering a high-performing research culture

Qualifications

15+ years of total experience in financial services; 10+ years of experience conducting due diligence on private capital managers, preferably for a top-tier investment consultant or fund of funds Fund manager evaluation as the candidate’s primary responsibility at prior firm(s) Demonstrated qualitative and quantitative analytical skills Strong written communication skills and able to present in front of senior professionals in the industry Able to work independently

Benefits

The base salary range for this role is $225,000 to $265,000.

package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Compensation

package which includes salary, equity for all full-time employees, and an annual performance bonus.

Equal Employment Opportunity

and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.