Vice President, Co-Investment Advisory

Agentis Capital; Toronto; On-site; CAD 150,000 - 250,000; Full time

Job summary

A leading financial advisory firm seeks a Vice President, Co-Investment Advisory to lead a team in providing advisory services to partners deploying capital into co-investment opportunities. The role involves managing client relationships, pitching opportunities, and driving strategic growth in the business segment.

Qualifications

• At least six years of relevant experience in infrastructure, private equity, or private debt investing.
• Proven ability to develop and maintain strong client relationships.
• Excellent communication and presentation skills.

Responsibilities

• Identifying, developing, and managing relationships with limited and general partners.
• Preparing and presenting investment recommendations to client investment committees.
• Leading due diligence efforts, including commercial, legal, tax, and financial analyses.

Skills

Client Relationship Management

Communication

Leadership

Analytical Skills

Job description

Agentis Capital Advisors is a leading global financial advisor renowned for delivering unparalleled value and advice to its clients. The firm has received numerous industry awards, including the 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 client value set us apart. Agentis acts as a sell-side and buy-side advisor on a variety of global transactions across renewable power, energy, digital, transportation, and public-private partnerships. Our clients include leading infrastructure funds, pension funds, contractors, and governments.

Agentis Capital Advisors operates as a business segment of Agentis Capital Partners, which encompasses four main segments: Agentis Capital Partners (principal investments), Agentis Capital Advisors (financial advisory and asset management), 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 providing financial advisory services to limited and general partners seeking to deploy capital into co-investment opportunities in 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 key role in the growth and strategic direction of this business segment, exploring 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 team members to related clients
• Preparing and presenting investment recommendations to client investment committees
• Setting the strategic direction and implementing plans for the co-investment business unit
• Leading due diligence efforts, including commercial, legal, tax, and financial analyses
• Collaborating with other teams for cross-group opportunities

Your Skills and Experience

• At least six years of relevant experience in infrastructure, private equity, or private debt investing
• Proven ability to develop and maintain strong client relationships
• Excellent communication and presentation skills, capable of conveying complex concepts clearly
• Leadership experience in previous roles
• Existing network and relationships with limited partners, general partners, and family offices is advantageous
• Ability to work effectively within a team environment