Mid-Level Investment Professional- Investment Research Group

Global Endowment Management

$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree with strong academic performance
  • 4+ years of relevant experience in private equity, investment banking, or institutional investing
  • Track record of successful performance in previous roles
  • CFA preferred but not required
  • Strong qualitative and quantitative investment evaluation skills

Responsibilities

  • Grow and maintain a pipeline of emerging private equity sponsors
  • Underwrite both funded and independent private equity sponsors
  • Evaluate co-investment opportunities alongside GEM sponsors
  • Enhance GEM's reputation as a leading limited partner in the small buyout ecosystem
  • Identify and underwrite secondary investment opportunities
  • Train and mentor junior investment professionals

Benefits

  • Competitive, market-based compensation
  • 401(k) plan with employer contribution
  • Comprehensive medical, dental, and vision insurance
  • Life insurance and short- and long-term disability insurance
  • Flexible Spending and Health Savings Accounts
  • Education assistance for certifications and memberships
  • Wellness reimbursement program
  • Paid time off
Full Job Description
Location

Charlotte, NC

Job Overview

GEM is seeking a mid-level investment professional to join our Investment Research Group to support our private equity portfolio. This professional will report to a Director in the Investment Research Group and work to evaluate primary and secondary investment opportunities in private equity funds and co-investments alongside independent sponsors and buyout managers.

We are seeking a candidate with prior leveraged buyout experience who is passionate about investing and generating top quartile returns for GEM's clients. The ideal candidate will be highly self-motivated, organized, and possess the qualitative and quantitative skills required to evaluate investments. Mid-level investment professionals at GEM have the latitude to work independently, build networks, and recommend investment ideas.

Key Duties & Responsibilities

The position responsibilities include, but are not limited to, the following:
  • Grow and help to maintain a fresh pipeline of emerging private equity sponsors
  • Underwrite private equity sponsors, both in a funded and independent sponsor construct
  • Underwrite co-investment opportunities alongside GEM sponsors
  • Expand GEM's reputation as a leading LP within the broader small buyout ecosystem
  • Contribute to identifying and underwriting secondary investment opportunities
  • Train and mentor junior investment professionals

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
  • 4+ years of relevant experience working in private equity, investment banking, or institutional investing with a track record of successful performance
  • CFA Preferred, but not required

Benefits
  • 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

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