H9 Technical Recruitment are hiring for a Vice President Diligence Management Infrastructure and Transition to work at our Asset Management client in London where you will be overseeing the initial creation of diligence materials prior to fund launch, leading all diligence activity during fundraising and managing client calls, meetings, asset tours, on-sites to advance investor due diligence processes.
Responsabilities
- You will play a pivotal role in the Diligence Management team, partnering directly with prospective investors, CRMs and other stakeholders to lead all aspects of the due diligence process for infrastructure and transition funds.
- Requires significant expertise in an infrastructure and transition investment platform and funds
- Serve as a client-facing contact, working directly with investors to guide them through the due diligence process
- Principally focused on working with infrastructure and transition investors in EMEA and APAC and managing a team servicing those regions, but may cover Americas investors from time to time
- Responsible for oversight and quality control across all due diligence deliverables necessary to advance clients during fundraising, including DDQs, RFPs, RFIs, quantitative datasets, IDD / ODD presentations
- Managing their team through all stages of the employee lifecycle including recruitment, learning and development, on the job training and support, performance management and compensation.
- Establishing strong relationships with stakeholders to ensure the team can successfully respond to investor diligence requests, especially the investor relations team and investment professionals as well Fundraise Management and CRM team.
- Planning and overseeing interactions between prospective investors and investment teams or other subject matter experts (tax, legal, operational.) as part of fund due diligence, including leading calls, meetings, asset tours, arranging on-sites, due diligence days
- Working directly with clients and CRMs to design individual diligence plans and tracking and reporting on all due diligence activities, both internally and to clients
- Oversee the initial creation of due diligence materials prior to fund launch (standard DDQs, investor presentations, PPMs, case studies, quantitative datasets.)
- Building a thorough understanding of the firm's infrastructure and transition funds, investment strategies, and portfolio as well its corporate setup, history, operations to facilitate the accurate and consistent creation of diligence content; develop a deep understanding of the infrastructure and transition business, being able to clearly and succinctly communicate the Brookfield story to investors.
- The Senior Vice President will be expected to coach, develop and mentor their team to do the same.
- Demonstrating excellent interpersonal and communications skills, both verbally and in writing, and the ability to work directly with clients, CRMs, senior investment professionals and other team members at different experience levels under tight deadlines and across jurisdictions.
Experience and Qualifications:
- Bachelor's degree in finance, economics, business management, marketing, communications or other relevant discipline
- Master's degree or MBA would be an advantage.
- CFA, CAIA or similar designations are also advantageous.
- Minimum of 10 years working with private funds in the infrastructure, transition, renewable and / or impact asset classes focusing on marketing, due diligence, sales, client services or other fundraising or client function
- Familiarity with investment products and services, including a strong understanding of the infrastructure, transition, renewable and / or impact asset classes and investment strategies; experience in an institutional private fund marketing environment is highly desired.
- Experience leading a team with numerous direct reports is highly desired.
- Strong project management skills, with experience in managing timelines, resources, and stakeholders across multiple projects simultaneously; experience in a global environment working with stakeholders across numerous jurisdictions and time zones strongly preferred.
- Experience in high volume processes and technology enabled solutions.
- Experience in relevant software tools or equivalents is a plus (Salesforce, Loopio, PowerBI, Mercatus, Seismic)