Private Markets Consultant

Company:Strategic Investment Solutions
Location:CA
Date:01/07/2013

Strategic Investment Solutions

Strategic Investment Solutions (SIS) is a San Francisco‐based, employee owned investment consulting corporation that provides investment advice to institutional investors (public pensions funds, corporate trusts, endowments, foundations, and private wealth trusts).

Position Description: The Private Markets Consultant will work directly with a small number of institutional clients to provide advice and expertise on private market investments, including strategic planning, investment policy development, and implementation, and to present investment recommendations. The Consultant will work closely with our dedicated team of private markets professionals to help source, evaluate, and monitor attractive private market investments, and assist with new business development.

Regular travel to meet with clients, investment managers, and other industry professionals is required.

Position Responsibilities
•Consult to institutional investors at the staff and board levels to help develop their private markets
investment programs:
o Develop the strategic plan and investment policy guidelines
o Build detailed investment pacing and cash flow models
o Identify attractive private markets investments
o Conduct rigorous due diligence on private markets investments
o Negotiate terms and conditions with prospective managers on behalf of SIS’s clients
o Assist with monitoring private markets investments, including annual meeting attendance
• Work collaboratively with SIS’s private markets consultants and analysts and the firm’s other
investment professionals
•Contribute to SIS’s research efforts
•Help lead new business development efforts and speak at industry conferences

Position Requirements and Minimum Qualifications
•Minimum of five years of relevant experience as a private markets investor or advisor to
institutional investors, including sourcing and evaluating private markets investments and
reviewing and negotiating partnership terms and conditions
•Bachelor’s degree in economics, finance, or related area required; MBA preferred
•Experience working closely with sophisticated institutional investors
•Strong work ethic and willingness and ability to meet tight deadlines if needed
•Effective verbal and written communications skills
•High attention to detail, organization skills, and ability to multi‐task are critical for success
•Proficiency in Microsoft Office tools (Word, PowerPoint, Excel) and private markets databases
(Private i, PrivateEdge, Prequin, Venture Economics, etc.) required
•A writing sample will be required of all candidates

Please email resume with cover letter, writing sample, and salary requirements to: staff@sis‐sf.com.

No phone calls please.