Vice President, Co-Investment Management

FIC; Toronto; On-site; CAD 180,000 - 240,000; Full time

Benefits offered by this job

Discretionary bonus

Extended health benefits

Job summary

Stalwart Insurance Brokers Ltd. is seeking a Vice President, Co-Investment Management to lead the co-investment business and a team supporting investors deploying capital into technology, private debt, and other private-market assets.

The role emphasizes sourcing and evaluating opportunities, presenting to limited partners, and guiding the strategy and growth of the co-investment platform across Canada, the United States, and globally.

Qualifications

• Minimum 6 years of relevant experience in technology, private markets, or related field.
• Proven ability to source, evaluate, and present co-investment opportunities.
• Strong communication, leadership, and relationship-building skills.

Responsibilities

• Lead the co-investment team and manage investor relationships globally.
• Source, evaluate, and present co-investment opportunities across tech, private debt and other assets.
• Present recommendations to investment committees and drive strategic growth.

Skills

Relationship management

Investment evaluation

Strategic leadership

Communication & presentation

Team mentorship

Job description

Vice President, Co-Investment Management

Stalwart Insurance Brokers Ltd. (Stalwart) is a growing national life insurance brokerage and financial services provider with a focus on high-complexity client and business situations.

Stalwart values excellence and entrepreneurial thinking, and requires staff with the capacity to solve complex, novel problems. Stalwart is growing rapidly and intends to sustain this rapid growth through the addition of ambitious team members looking to rapidly scale their skills, abilities, and relationships, and contribute to a high-performing corporate finance team.

This is a senior leadership role with significant responsibility for sourcing and evaluating investment opportunities, developing and managing investor relationships, leading investment processes, and shaping the strategic direction and growth of the co-investment business.

Summary

We are looking for a Vice President, Co-Investment Management to lead our co-investment business and a team of dedicated professionals supporting investors seeking to deploy capital into co-investment opportunities across technology, private debt, and other private-market assets.

Role Overview

Your role will include:

• Building, developing, and managing relationships with limited partners, general partners, family offices, and other institutional investors across Canada, the United States, and globally
• Identifying, sourcing, and evaluating co-investment opportunities across technology, private debt, and other private-market assets
• Developing and presenting investment opportunities to limited partners, general partners, family offices, and other prospective investors
• Presenting co-investment opportunities originated by other members of the team to existing and prospective investor relationships
• Preparing and presenting investment recommendations to client investment committees
• Leading the strategic direction and execution of the co-investment business plan
• Identifying opportunities to expand the business into new geographies, investment verticals, and service offerings
• Leading and directing the team's due diligence efforts, including commercial, legal, tax, and financial diligence
• Managing the investment process from opportunity identification through diligence, evaluation, and execution
• Working closely with the broader Stalwart team to identify and develop cross-group opportunities
• Providing leadership, mentorship, and direction to members of the co-investment team
• Contributing to the overall growth and development of the firm's private-market investment platform

Required Skills or Experience

• Minimum 6 years of relevant experience in technology, private equity, private debt, investment banking, investment management, or a related field
• Demonstrated ability to develop and maintain strong relationships with sophisticated institutional and private-market investors
• Strong understanding of technology investments, private markets, and co-investment opportunities
• Proven ability to source, evaluate, and develop investment opportunities
• Strong communication and presentation skills, with the ability to clearly and concisely communicate complex investment concepts
• Demonstrated leadership experience and the ability to lead and develop a high-performing team
• Established relationships with limited partners, general partners, family offices, or other institutional investors considered an asset
• Strong analytical, strategic, and problem-solving skills
• Ability to work effectively in a collaborative, team-oriented environment
• Entrepreneurial mindset with the ability to identify and pursue opportunities for business growth

Salary and Benefits

• Discretionary bonus based on company and personal performance
• Extended health benefits

Position Type

• Nature: Permanent, Full-time
• Time Commitment: High-commitment position with the requirement for extensive overtime as needed
• Start Date: Immediate

Please note:

Candidates must be currently authorized to work in Canada.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.