Advisory and execution for co-investment opportunities, covering common equity, preferred equity, and junior debt financing structures.

Placement of preferred and common equity at both the holding-company and operating-company levels.

Highly tailored capital-raising strategies, leveraging deep investor relationships and bespoke structuring expertise to deliver optimal financing outcomes.

Build, cultivate and deepen relationships with alternative-asset institutional investors (LPs, family offices, insurance companies, foundations/ endowments) in North America, and globally who focus on direct and co-investments.

Originate, pitch and distribute private-equity investment opportunities ( preferred/structured equity, direct co-investments, and equity secondaries) to the investor market.

Source and screen new deal-flow from the firm’s client base and the broader private-capital market; collaborate with origination, sponsor coverage, and broader M&A teams on deal sourcing.

Lead the go-to-market execution of mandates: develop investor lists, prepare marketing materials, run roadshows, manage investor diligence/closing, negotiate term sheets and track commitments through to closing.

Partner closely with internal teams (sponsor coverage, investment banking, capital markets, legal, compliance, and financing) to support full deal cycle execution and post-closing monitoring.

Drive revenue growth by identifying new capital-raising and liquidity-solution opportunities aligned with the firm’s values and strategic platform.

Deliver excellent investor servicing and relationship management: anticipate investor needs, respond to inquiries, coordinate diligence, support reporting and follow-on opportunities.

Willingness to travel domestically (and occasionally internationally) to meet with clients, attend investor conferences and manage roadshows.

Bachelor’s degree or military experience

At least 4 years of sales experience covering North American private equity institutional investors (for example: family offices, endowments & foundations, insurance companies, institutional asset managers)

At least 2 years of experience in selling alternative products such as private equity, real estate, venture capital, infrastructure and private credit

At least 2 years of experience with Customer Relationship Management (CRM) tools and investor coverage workflows

5+ years institutional investor coverage or sales experience across North America or global LP markets.

4+ years experience placing or distributing private capital products including direct investments, fund interests, secondaries, co-investments, or preferred equity

3+ years experience using Customer Relationship Management (CRM) tools in investor-relations or distribution capacity.

At least 1 year experience performing financial modelling, underwriting alternative-asset investments, or performing investor diligences in private markets.

Advanced knowledge of private-capital markets: co-investments, GP-led secondaries, continuation vehicles, tender offers, preferred-equity solutions, structured-liquidity solutions.

FINRA SIE, 7, 79, and 63 licenses

Familiarity with alternative-asset valuation, investor diligence processes, and placement/distribution mechanics in private markets.

Proven track record of meeting or exceeding investor-commitment targets.

Highly motivated, sales-oriented, with strong deal-execution focus and ability to close investor commitments.

Excellent interpersonal and client-relationship skills; strong verbal and written communication.

Ability to work in a dynamic, entrepreneurial advisory-oriented environment; comfortable managing multiple investors and deals concurrently.