Investment Officer - Private Equity

Madison, Wisconsin
Apr 19, 2018
May 19, 2018
Industry Sector
Employment Type
Full Time

Investment Officer - Private Equity

Private Markets & Funds Alpha Division

SWIB is seeking an experienced Investment Officer to join its Private Markets & Funds Alpha Division. The Investment Officer will work closely with the Portfolio Manager and Senior Investment Officer in investment sourcing, execution, and strategy implementation for the Private Equity Co-Investments Portfolio.

Essential activities:

  • Source new co-investment opportunities
  • Participate in discussions with the team regarding new potential co-investments
  • Conduct due diligence on new investment opportunities through research, financial modeling, participation in meetings, and travel when needed
  • Coordinate with operations and legal teams on the closing of new investments
  • Assist in executing the co-investment strategy; help create and implement new processes to better effect communication and execute strategy
  • Collaborate with the team to update the private markets and deal flow tracking databases
  • Work with the Senior Investment Officer to track portfolio performance and quarterly returns with an overlay of benchmark statistics

The ideal candidate will have:

  • Bachelor’s Degree
  • 5+ years of experience in private equity and/or co-investment
  • CAIA or CFA a plus
  • Advanced financial modeling skills
  • A willingness to travel
  • Excellent verbal and written communication skills
  • An ability to be adaptive and thrive in a fast-paced, changing environment
  • Superb work ethic, attention to detail, team orientation, and commitment to excellence

SWIB offers:

  • Competitive base salary
  • Meaningful performance-based incentive compensation
  • A comprehensive benefits package
  • Educational and training opportunities
  • Tuition reimbursement
  • Challenging work in a professional, team environment

The position requires U.S. work authorization and residency in, or willingness to relocate to, the Madison, Wisconsin area. SWIB is prepared to offer relocation assistance as needed.

The deadline to apply is May 4, 2018. Resumes will be accepted after that date if the position has not been filled.