Vice President, Co-Investment Advisory

AGENTIS CAPITAL; Toronto; On-site; CAD 200,000 - 250,000; Full time

Job summary

An established industry player is seeking a Vice President for Co-Investment Advisory to lead a dedicated team in delivering financial advisory services. This role involves sourcing and managing relationships with partners in infrastructure and private markets, driving growth in new geographies and service offerings. The ideal candidate will possess strong leadership skills, a robust network of client relationships, and the ability to communicate complex investment opportunities effectively. This is a unique chance to shape the direction of a growing business segment within a renowned financial advisory firm.

Qualifications

• Mindset for building strong client relationships and networking.
• Minimum six years of experience in infrastructure or private equity.

Responsibilities

• Lead a team providing financial advisory services for co-investment opportunities.
• Manage relationships with limited and general partners across North America.

Skills

Client Relationship Management

Communication Skills

Leadership Experience

Financial Advisory

Investment Analysis

Job description

Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients. The firm has been the recipient of numerous industry rewards in recent years, including 2024 P3 Awards Financial Advisor of the Year, multiple 2023 industry deal awards, Proximo Infra's 2022 North American Financial Advisor of the Year, and IJGlobal's 2022 Judge's Choice Award. Our guiding principles and ability to generate value for clients sets us apart. Agentis acts as a sell-side and buy-side advisor on a wide variety of global transactions including renewable power, energy, digital, transportation, and public-private partnerships. Our clients include leading infrastructure funds, pension funds, contractors, and governments.

Agentis Capital Advisors is a business segment of Agentis Capital Partners, which operates a synergistic platform across four main business segments: Agentis Capital Partners (principal investments), Agentis Capital Advisors (financial advisory and asset management services), Agentis Capital Mining Partners (mining advisory), and Agentis Capital Markets (capital markets).

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.

Your role will include:

• 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
  
  

Your 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
• Ability to work effectively in a team environment