Senior Director - Private Investments

Patrimonica; Montreal; Hybrid; CAD 120,000 - 150,000; Full time

Job summary

A leading multi-Family Office in Montreal is seeking a Senior Director, Private Investments, to oversee manager selection and due diligence for private market funds. The role involves collaboration with the CIO, investment monitoring, and client interaction. Ideal candidates will have over 10 years of experience in finance, strong analytical skills, and be bilingual in French and English. The position offers a competitive salary, annual bonuses, and a flexible work schedule.

Benefits

Annual Bonus Program

Group insurance including dental, glasses, and disability

Compressed summer schedule

Paid holiday leave

Birthday day off

Allowance for physical activity or other benefits

Telecommuting with necessary equipment provided

Qualifications

• Minimum of 10 years' experience in manager selection and due diligence roles.

Responsibilities

• Assist the CIO in prioritizing manager research and selecting preferred strategies.
• Lead the search for new managers and provide documented recommendations.
• Monitor current manager portfolios and maintain comprehensive documentation.

Skills

Analytical skills

Bilingual in French and English

Relationship-building skills

Strategic thinking

Education

Bachelor's or Master's degree in finance

Tools

Microsoft Office

Bloomberg

Job description

Located in Montreal, Patrimonica is a multi-Family Office that caters to wealthy individuals and families seeking a trusted team to oversee their entire financial situation. Patrimonica offers accounting and tax advisory services, as well as portfolio management through its subsidiary Patrimonica Asset Management Inc. and its iNFiNi-t Wealth Management Advisory division.

The company operates based on four core values to fulfill its mission:

• Concern for people

Patrimonica Asset Management Inc. and its Wealth Management Advisory division are currently seeking a Senior Director, Private Investments.

Main Missions

In collaboration with the Chief Investment Officer, the Senior Director, Private Investments, will participate in research, investment, and monitoring programs for alternative strategy managers, with a focus on private markets funds, including:

• Assist the CIO in prioritizing manager research, selecting preferred strategies and suitable managers;
• Lead the search for new managers within the investment universe and provide documented recommendations to the CIO and Investment Committee;
• Perform detailed due diligence on shortlisted managers, analyzing business operations, investment strategies, risk management, and portfolio construction;
• Monitor current manager portfolios and peers, maintaining comprehensive documentation;
• Proactively recommend changes or terminations to existing managers;
• Coordinate private market fund transactions (subscriptions and redemptions) with internal partners;
• Participate in client meetings, providing updates on investments and potential opportunities;
• Enhance relationships with external managers and peer networks;
• Lead special projects or perform other duties as assigned by the CIO.

  Professional Requirements

  Profile Wanted

  • Minimum of 10 years' experience in manager selection and due diligence roles;
  • Bachelor's or Master's degree in finance or a related field.

  Knowledge and Skills

  • Strong understanding of investment and operational processes;
  • Analytical skills and cause/effect reasoning;
  • Knowledge of private market strategies (buyout, growth, venture capital, private debt, real estate, infrastructure);
  • Understanding of financial instruments and risk-return profiles;
  • Proficiency with Microsoft Office and financial applications like Bloomberg;
  • Bilingual in French and English, with excellent communication and presentation skills;
  • Ability to work independently within a team, demonstrate initiative, flexibility, and intellectual curiosity;
  • Strong relationship-building skills at all organizational levels;
  • Strategic thinking, diplomatic challenge, and deadline management abilities.

  What We Offer

  • Annual Bonus Program
  • Group insurance including dental, glasses, and disability (70% employer-paid)
  • Compressed summer schedule (July-September)
  • Paid holiday leave (5 days including statutory days)
  • Birthday day off
  • Allowance for physical activity or other benefits
  • Telecommuting (2-3 days/week) with all necessary equipment provided

  Employment Status: Permanent, full-time, flexible hours
  Availability: As soon as possible
  To apply, contact Chantal Tessier, Administrative Director - [email protected]

  Why Work at Patrimonica?

  • Competent and committed team
  • Excellent working atmosphere
  • Innovative thinking
  • Industry leader in family office services
  • Growth potential

  Note: The masculine gender is used for simplicity, without prejudice. Only selected candidates will be contacted.