Investment Director - Single Family Office - Boston, MA

Boston, Massachusetts Permanent USD350,000 - USD400,000 per year View Job Description
Boston based Private Family Office seeks Investment Director to join their growing investment team.
  • Multi-Billion Single Family Office
  • Reporting directly into a family member

About Our Client

My client is a Private Single-Family Office with a strong (30+ year) pedigree and impressive track record. They have around $ 10b in AUM. In addition to multiple offices in Europe, they opened their Boston more recently. Stateside, they have a startup environment but are part of a much wider network of backing and resources. The firm's ambitious growth plans in the coming years and as part of their longer-term strategy, the need for an Investment Director has arisen.

They have exclusively retained Tom Smith at Page Executive in Boston to appoint their next Investment Director.

Job Description

The Investment Director will lead the investment team and report into the family member. The Investment Director's primary responsibility will be to oversee the firm's investment portfolio in the US. In particular, there will be a focus on the TMT and healthcare tech space, but also occasional opportunistic investments across the other sectors. The role will include overseeing a small team of analysts and associates who focus on due diligence, analysis and sourcing of new investment opportunities. There is a single source of capital with zero external fund raising.

Main duties and responsibilities will include the following:

  • Oversee the preparation of financial models (LBO etc.) across industries and sectors to support mandate processes
  • Manage and evaluate current investment portfolio, whilst building a longer-term strategy for further expansion into the United States
  • Manage an investment team of associates and analysts
  • Drive the analysis of financial data to build financial models, review direct equity investments
  • Make informed and highly commercial strategy decisions
  • Investment execution (term sheets, due diligence, transaction documents)
  • Portfolio monitoring (board meetings, quarterly letters)
  • Recommend future investments
  • Deliver quarterly sector research reports for external distribution



Apply today and your resume will be considered within 48 hours of application.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

In return for a competitive remuneration package, you will possess the following:

  • Bachelor's Degree
  • 15+ years of relevant experience
  • A strong track record in the TMT (Technology, Media, Telecoms) and/ or healthcare tech spaces
  • Strong private LBO experience
  • Understanding of complex financial modeling
  • Ability to roll up ones sleeves and get involves at grass roots level
  • Ability to be based in Boston, MA.

What's on Offer

  • $ 350,000 to $ 400,000 base salary
  • Performance related annual bonus scheme (up to 75%)
  • Opportunity for co-investment
  • Competitive benefits
  • Opportunity to be part of the inner workings of a well-established private family office
  • Boston, MA location



Please note that equity/ carry is not available for this opportunity. Co-investment opportunities are available upon completion of probationary period. Candidates seeking carry need not apply.

Contact
Tom Smith
Quote job ref
JN-112024-6595285

Job summary

Sector
Banking & Financial Services
Sub Sector
Debt / Structured Finance
Industry
Financial Services
Location
Boston
Contract Type
Permanent
Consultant name
Tom Smith
Job Reference
JN-112024-6595285