Vice President, Co-Investment Management

Eagle Crest Insurance Group; Seattle (WA); On-site; USD 180,000 - 435,000; Full time

Benefits offered by this job

Discretionary bonus up to $435,000

Extended health benefits

Job summary

Eagle Crest Insurance Group seeks a Vice President, Co-Investment Management to lead the co-investment business and a team of professionals supporting investors seeking to deploy capital into opportunities across technology, private debt, and other private-market assets.

This senior leadership role involves sourcing, evaluating, investor relations, and shaping strategy for growth across geographies and verticals.

Qualifications

• Minimum 6 years of experience in technology, private equity, or related field.
• Proven ability to develop and maintain relationships with sophisticated investors.
• Strong understanding of technology investments and private markets.
• Proven ability to source, evaluate, and develop opportunities.
• Excellent communication and presentation skills.
• Demonstrated leadership and team development ability.
• Established LP/GP or family office relationships are a plus.

Responsibilities

• Build and manage relationships with limited partners and other institutional investors globally.
• Identify, source, and evaluate co-investment opportunities across tech and private markets.
• Develop and present investment opportunities to investors and committees.
• Lead diligence efforts across commercial, legal, tax, and financial aspects.
• Shape strategy and growth of the co-investment business; expand geographies and offerings.
• Mentor the co-investment team and collaborate with the broader firm.

Skills

Investor relations

Sourcing opportunities

Due diligence

Leadership

Communication

Relationships mgmt

Strategic thinking

Team mentoring

Job description

Eagle Crest was established with the primary objective of offering specialized life insurance solutions, ensuring that clients take full advantage of unique opportunities and achieve and exceed their financial goals.

With roots in Canada and deep experience across both sides of the border, we specialize in life insurance solutions that work for clients whose lives, businesses, and families don't fit neatly into one country — or one strategy.

We're a broker, which means we work for you, not an insurance company. Our job is to find the right structure, the right carrier, and the right fit for your situation.

Summary

We are looking for a Vice President, Co-Investment Management to lead their 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.

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.

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 up to $435,000 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
• Work Location: Seattle, WA
• Start Date: Immediate

Please note: Candidates must be currently authorized to work in the US.

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.