Position Overview:

This is a unique opportunity to help grow the venture arm of what has traditionally been a public equities focused family office. As the Principal, you will play a pivotal role in sourcing, evaluating, and managing investments across various industries, with a strong emphasis on disruptive technologies and ventures that align with our long-term thematic views. You will also lead the effort to build out the team, create processes, develop theses, source opportunities, conduct deal diligence, and execute investments.


Key Responsibilities:

  • Deal Sourcing and Evaluation: Identify and source companies that exhibit disruptive potential.
  • Due Diligence: Conduct rigorous due diligence on potential investments, assessing factors such as market potential, technology differentiation, management team, competitive landscape, and financial viability.
  • Portfolio Management: Oversee and manage a portfolio of private investments, actively engaging with portfolio companies to enhance strategic and financial value.
  • Strategic Partnerships: Cultivate and maintain relationships with other Family Offices, entrepreneurs, industry experts, and other stakeholders to ensure a consistent flow of high-quality investment opportunities.
  • Thematic Alignment: Align investment decisions with the firm's long-term thematic views, contributing to the growth of ventures that align with human well-being, sustainability, and innovation.
  • Performance Monitoring: Continuously monitor and assess the performance of existing investments, making data-driven decisions to optimize the portfolio's overall returns.
  • Reporting and Communication: Provide regular updates and reports to the Partners, effectively communicating investment rationale and performance.


Qualifications:

  • Proven track record of sourcing and executing deals with demonstrative returns.
  • Experience in a structured venture investing environment with process expertise.
  • Bachelor's degree in Finance, Business, Economics, or a related field. Advanced degree (MBA, CFA) from a top academic institution is preferred but not required.
  • Minimum of 4-8 years of experience in venture capital. Private equity, investment management, investment banking, or consulting with a strong focus on startups is acceptable.
  • Strong analytical skills and ability to assess complex investment opportunities, including market trends, technology differentiation, and financial models.
  • Exceptional networking and relationship-building skills to establish partnerships with industry experts, entrepreneurs, and investment peers.
  • Excellent communication skills, both written and verbal, to articulate investment strategies and insights effectively.
  • Demonstrated alignment with the firm's values of sustainability, innovation, and positive societal impact.
  • Ability to thrive in a fast-paced, dynamic, and collaborative environment.


To apply, please share your resume and cover letter with us at [email protected]. Please include the words "Principal Investor" in the subject line of your email.