Director, Private Equity Investments

UTIMCO; Austin (TX); Vor Ort; USD 190.000 - 320.000; Vollzeit

Zusammenfassung

UTIMCO seeks a Private Equity Director to shape a portfolio of funds and direct investments, reporting to the Senior Managing Director of Private Equity Investments. The role focuses on direct investments, co-investments, and portfolio evaluation, requiring strong deal experience and leadership abilities.

The successful candidate will manage due diligence, negotiate terms, monitor risk, and prepare reports for the Investment Committee and Board, while mentoring junior colleagues.

Qualifikationen

• 7-10+ years of direct investment experience in finance, corporate development, or related fields.
• Strong private equity deal experience.
• Knowledge of legal structuring.
• Excellent communication across Investment team members and UTIMCO.
• Exceptional quantitative skills to evaluate fund and portfolio performance.
• Advanced proficiency in Excel and Bloomberg.
• Strong written and oral communication skills.
• Demonstrated ability to build and maintain strong professional relationships.
• Collaborative, organized, adaptable, with a team-oriented attitude.
• Unquestioned honesty, integrity, and transparency.
• Ability to travel domestically and internationally.
• Experience leading private equity fund underwriting.
• Bachelor's degree in finance or related field.
• MBA from a leading institution.

Aufgaben

• Support direct private equity investments, including co-investments and single-asset continuation vehicles.
• Monitor manager performance and risk; foster relationships with investment partners.
• Source and assess new opportunities; attend events and maintain the manager database.
• Lead due diligence for evaluating and underwriting direct investments with input from counsel.
• Lead negotiation of investment structuring and terms with counsel.
• Assist Senior Managing Director with asset allocation decisions and portfolio evaluation.
• Prepare standard and ad hoc reports for Investment Committee and Board.
• Assist and develop junior-level team members.
• Maintain knowledge of global capital markets and research networks.
• Represent UTIMCO with integrity and professionalism.

Kenntnisse

Investment analysis

Financial modeling

Direct investments

Due diligence

Portfolio management

Negotiation

Communication

Travel readiness

Ausbildung

Bachelor's degree in finance

MBA

Tools

Excel

Bloomberg

Jobbeschreibung

The Private Equity Director will help shape UTIMCO's private investment activities through a portfolio of funds and direct investments to achieve superior risk-adjusted long-term returns. This position will focus on direct investments and report to the Senior Managing Director of Private Equity Investments. This team member will be an individual contributor and will collaborate closely with the Private Equity and broader UTIMCO teams.

Overall Responsibilities

Reporting to the Senior Managing Director of Private Equity Investments, the successful candidate will support direct private equity investments, including co-investments and single-asset continuation vehicles. Broad responsibilities include:

• Assist in management of a portfolio of private investments including:
  • Monitoring individual manager performance and risk
  • Fostering valued relationships with all investment partners
  • Conducting periodic updates to initial due diligence
  • Conducting periodic on-site visits with key investment and operations personnel
• Source and assess new investment opportunities by establishing trusted industry contacts, meeting prospective partners, attending relevant industry events, performing qualitative and quantitative analysis as required, and assist in maintaining the prospective manager database
• Maintains the capacity to lead a comprehensive due diligence process for evaluating and underwriting prospective investments, particularly direct investments (including but not limited to in-depth company analysis, manager performance and risk, manager strengths and weaknesses, risk management, operations, reference checks, evaluation of service providers, assessment of existing investor base, and thorough review of relevant legal documents with input from counsel)
• Lead negotiation of investment structuring and terms on new and existing investments with counsel
• Assist the Senior Managing Director with asset allocation decisions and portfolio evaluation
• Prepare standard and ad hoc reports and presentations to facilitate communication and transparency to the Investment Committee, organization, Board of Directors, and other external entities as required
• Assist and develop junior-level team members
• Maintain knowledge of global capital markets by monitoring current financial publications, leveraging personal contacts with outside research/industry professionals, and conducting ad hoc research
• Represent UTIMCO in the marketplace with highest integrity and professionalism

Requirements:

We seek a proven investment professional with superior investment judgment, a track record of success, a collegial operating style, and excellent communication skills. The ideal candidate will have most or all the following skills, knowledge, experience, and personal characteristics:

• 7-10+ years of relevant direct investment experience in the private sector, specifically in finance, corporate development, operations, or investment-related fields
• Strong private equity deal experience
• Knowledge of legal structuring
• Ability to communicate effectively and professionally across Investment team members and UTIMCO
• Exceptional quantitative skills, with the ability to evaluate fund and portfolio performance
• Advanced proficiency in financial tools and applications (e.g., Excel, Bloomberg)
• Strong written and oral communication skills
• Demonstrated ability to build and maintain strong professional relationships
• Collaborative, organized, adaptable, and resourceful, with a team-oriented and "can-do" attitude
• Unquestioned honesty, integrity, and transparency
• Ability to travel domestically and internationally
• Experience leading private equity fund underwriting

Preferred Qualifications:

• Bachelor's degree in finance, accounting, or related field
• MBA from a leading institution

Note: This role requires in-office 4 days a week: Monday through Thursday.

As part of UTIMCO's Code of Ethics and personal trading compliance requirements, employees are subject to restrictions and reporting obligations related to personal securities trading activities, including activities conducted through household or dependent accounts. Please refer to UTIMCO's Code of Ethics for additional information regarding these requirements. If you or someone in your household engages in extensive personal trading, please raise the issue with Human Resources for further discussion.

Travel Required

Yes .

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.