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    Associate Director, Investment Sourcing - Charlotte, United States - Global Endowment Management

    Global Endowment Management
    Global Endowment Management Charlotte, United States

    11 hours ago

    Default job background
    Description
    We are seeking an Associate Director of Investment Sourcing, who will work across asset classes on GEM's Investment Team.

    The Associate Director will report to and work closely with GEM's Director of Investment Sourcing, as well as other members of the Investment Team, to source and evaluate prospective investments for the GEM portfolio, and to lead research projects across investment themes.

    We are seeking a candidate with prior experience in investing or originating deal flow, who is motivated by relationship building, winning deals on behalf of GEM's clients, and a passion for investing.

    The ideal candidate will be highly self-motivated, organized, and possess the skillset to evaluate investments.

    Associate Directors have the latitude to work independently, to build networks and originate investment ideas on GEM's behalf, and to elevate investment ideas to the advanced stages of our due diligence process.

    Key Duties & Responsibilities

    Key responsibilities include, but are not limited to:
    I

    nvestment origination

    Source new investment ideas through research, manager outreach, deal intermediaries, industry events, conferences, etc.
    Continuously manage a pipeline of investment ideas, maintaining relationships with prospective managers through intentional outreach
    Develop relationships with GEM's existing network of investment firms, intermediaries, and peer investors
    Build discrete channels of deal flow
    Complete initial stages of diligence on prospective managers and deals; work closely with execution-oriented Investment Team colleagues to move deals through the pipeline

    Screen inbound investment opportunities

    Assess inbound investment ideas against GEM's investment criteria
    Conduct screening calls and take meetings with prospective investment managers
    Relay GEM's areas of interest to intermediaries, peer firms, and other referral sources

    Conduct Industry research

    Contribute to investment strategy by generating investment ideas
    Lead investment research projects in GEM's identified areas of interest; present findings to investment team and / or investment committee
    Stay abreast of market trends and communicate market intelligence related to valuations, terms, and other conditions to the Investment Team as appropriate

    Oversee CRM data integrity
    Liaise with internal

    teams to support ongoing firm needs and ad hoc client data requests
    Qualifications
    Successful candidates will display traits inherent in GEM's collegial and team-oriented culture, including enthusiasm, honesty, humility, integrity, and curiosity.
    Undergraduate degree with strong academic performance
    6 – 9 years of relevant experience working in private equity, venture capital, corporate development, or institutional investing, with a track record of successful performance
    CFA preferred, but not required
    Key Competencies or Attributes
    Ability to clearly articulate investment ideas using data and research to support case
    Highly organized; attention to detail
    Self-motivated; ability to work autonomously

    Effectively collaborate with colleagues—the Associate Director will often work on projects with other members of the Investment Team and will liaise with GEM's Client Group and Investment Services teams.

    Competitive spirit with a "GEM-first" mindset—desire to win by catalyzing or gaining access to the best investment ideas on behalf of GEM's clients
    Working Conditions
    Position type – Full-time
    Work location – After initial onboarding period, Hybrid (3 days in-office, 2 days remote) subject to manager discretion
    Work environment – Office
    Essential physical requirements – Ability to sit and work on a computer for an extended period
    Travel requirements - Able to

    travel as often as 2-4 times / month
    Competitive, market-based compensation
    401(k) retirement plan with employer contribution
    Comprehensive medical, dental, and vision health insurance
    Life insurance; Short- and long-term disability insurance
    Flexible Spending Account / Health Savings Account
    Education assistance, including certifications, membership reimbursements, and more
    Wellness reimbursement program
    Paid time off
    Firm and team outings / socials
    Company Culture

    Every team member contributes to the GEM culture by respectfully voicing opinions, asking questions, evaluating how and why things are done, and offering solutions.

    This level of involvement and trust is developed through bonding opportunities over shared meals, joint celebrations, and team and firm outings.

    Service is also a key element of GEM's culture. Employees are presented with opportunities to serve both internally and externally.

    They can sign up to serve on various internal committees, such as the Community Outreach Committee, and volunteer with local nonprofits.

    GEM aims to improve the local community while encouraging its team members' spirit of giving.

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