VP, Investments - Private Equity & Portfolio Strategy

Simon Quick Advisors; Morristown (NJ); On-site; USD 150,000 - 250,000; Full time

Job summary

Simon Quick Advisors, LLC is seeking a Vice President of Investments to lead due diligence and deal sourcing across private equity and asset classes, reporting to the CIO and Investment Committee. You will enhance market research and portfolio analysis for high‑net‑worth clients.

Ideal candidates have 5+ years in investment due diligence, strong Excel modelling, and a proven ability to source and evaluate private investments.

Qualifications

• Bachelor’s degree and MBA and/or CFA or equivalent.
• Minimum 5 years of investment due diligence experience.
• Proficiency in Excel with advanced formulas.
• Experience with private equity/private asset managers preferred.
• Strong fluency across asset types and investment strategies.

Responsibilities

• Independently source, screen, and diligence investment opportunities across asset types and strategies; present to Investment Team and Investment Committee.
• Fluent across investment strategies with network in buy-out, growth, and venture spaces.
• Oversee covered investments; respond to advisor and client questions; maintain data and analyses.
• Assess macroeconomic trends to inform asset allocation and investment priorities.
• Deliver assessments and recommendations via written documents and presentations.
• Engage with client‑facing team to provide regular updates on portfolio investments.

Skills

Investment analysis

Due diligence

Communication

Team collaboration

Problem solving

Education

Bachelor’s degree

MBA

CFA designation

Tools

Excel

Claude

Bloomberg

Morningstar

PitchBook

Job description

Simon Quick Advisors, LLC is seeking a Vice President of Investments to lead due diligence and deal sourcing across private equity and asset classes, reporting to the CIO and Investment Committee. You will enhance market research and portfolio analysis for high‑net‑worth clients.

Ideal candidates have 5+ years in investment due diligence, strong Excel modelling, and a proven ability to source and evaluate private investments.