This professional will be a core member of Investure’s Investment Team and will work to identify, evaluate, select, structure, and monitor investments globally across a range of asset classes and opportunity sets. Investure operates with a long-term, ownership-oriented, fundamental investment philosophy, and this person will contribute to the execution of that philosophy through a combination of (i) independent and openminded review of our existing investment portfolio, (ii) their existing network and demonstrated ability to build high quality relationships, and (iii) through thoughtful research on various investment ideas including managers and broad-based direct opportunities.
Candidates must be innately curious and open-minded. The ideal candidate will demonstrate a strong work ethic, a passion for investing, the ability to get things done well, and the ability to lead effectively. Cultural fit, humility, and maturity are imperative. This professional must be able to travel frequently even on short notice.
Positions are available on both the Public Investment and Private Equity Teams. To apply, submit a cover letter outlining your qualifications and area of interest and your resume to firstname.lastname@example.org.
Responsibilities of the role include, but are not limited to:
Source and maintain investment manager relationships and identify investment opportunities:
Build relationships outside Investure’s current network
Identify and study areas of potential opportunity and/or market turbulence;
Track and build relationships with managers and comparable organizations previously identified.
Diligence investment managers and opportunities under consideration:
Independently analyze markets, investment strategies, and potential investment ideas;
Lead an investment idea from sourcing through closing and ultimate realization;
Develop and communicate investment thesis tenets, key risks, and underpinning analyses;
Vet manager’s investment process and key employees;
Analyze and decompose prior returns and track record;
Complete diligence calls and meetings;
Structure, model, evaluate, and negotiate term, fee, governance, and liquidity structures and/or changes in investment terms;
Review and record all due diligence materials.
Formulate and present investment ideas and analysis to the Investment Team and CIO;
Write investment memorandum for internal and external distribution.
Portfolio Monitoring and Reporting:
Track and evaluate significant portfolio developments and evolution;
Monitor investment portfolio; collaborate with operations and legal teams to evaluate and process legal amendments;
Contribute to the development of client analyses, communications, and presentations as necessary.
Assist with ad hoc investment research and investment-related projects as needed.
Responsibilities will ultimately be commensurate with the professional’s experience and demonstrated faculties and judgment.
Education, Experience & Skills
Bachelor’s degree required; finance, math or business degree preferred; MBA and/or CFA a plus
5 - 8+ years of finance or investment experience required, including due diligence and underwriting experience
Familiarity with investment legal documentation and negotiations
Excellent quantitative aptitude and strong proficiency in Excel modeling
Able to handle confidential and sensitive information with a high degree of professionalism
Able to run good process from start to finish; plans, organizes, and schedules in an efficient, productive manner
Experience collaborating in a multi-disciplinary, diverse and dynamic team
2 openings. Employer will assist with relocation costs.
About Investure, LLC
Based in Charlottesville, Virginia, Investure was founded in 2003 and serves as the outsourced investment office for a select number of endowments and private foundations. Managing assets of approximately $13.5 billion on behalf of 14 client relationships, Investure is responsible for asset allocation, portfolio reporting, and investment/manager selection across a broad range of asset classes, including credit, equities, and alternative investments (hedge funds and private equity). Investure is a registered investment adviser.