Vice President, Co-Investment Advisory

AGENTIS CAPITAL; Vancouver; On-site; CAD 100,000 - 200,000; Full time

Job summary

An established industry player is seeking a Vice President for Co-Investment Advisory. In this pivotal role, you will lead a dedicated team, providing financial advisory services to partners interested in co-investment opportunities across various sectors. Your expertise in infrastructure, private equity, and private debt will be crucial as you source and manage relationships with clients globally. This position offers a unique opportunity to shape the strategic direction of the co-investment business unit and drive growth in new markets. If you are passionate about building client relationships and have a strong leadership background, this role is perfect for you.

Qualifications

• Minimum six years of experience in infrastructure, private equity, or private debt investing.
• Strong ability to develop and build client relationships.

Responsibilities

• Lead a team providing financial advisory services to partners seeking co-investment opportunities.
• Manage relationships with limited and general partners across Canada and globally.

Skills

Client Relationship Management

Communication Skills

Leadership

Presentation Skills

Financial Advisory

Networking

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 awards 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.

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:

1. Identifying, developing and managing relationships with limited and general partners active in infrastructure, and other co-investments
2. Identifying, originating and pitching co-investment advisory opportunities to limited partners, general partners and family offices
3. Pitching co-investment opportunities originated by other members of the team to limited partner and family office relationships
4. Preparing and presenting investment recommendations to client investment committees
5. Setting the strategic direction and implementing the strategic plan for the co-investment business unit
6. Directing the due diligence efforts of the team, including commercial, legal, tax, and financial
7. Liaising with the broader team for cross-group opportunities

Your Skills and Experience

1. Minimum six years of relevant experience in infrastructure, private equity, or private debt investing
2. Ability to develop and build strong client relationships
3. Strong communication and presentation skills, able to concisely communicate complex concepts
4. Demonstrated leadership experience through past professional roles
5. Established client relationships and network with limited partners, general partners and family offices is an asset
6. Ability to work effectively in a team environment