Investment Specialist - Evergreen Private Equity Platform Purpose of PositionWe are seeking an experienced Investment Specialist to support the growth and investor engagement of our evergreen private equity funds. This role sits at the intersection of investments, fundraising, and investor relations, translating complex portfolio and strategy concepts into clear, compelling narratives for the private wealth audience. The ideal candidate brings deep private equity investment experience alongside exceptional communication and analytical capabilities.
Key ResponsibilitiesProduct & Investment Expertise- Serve as a subject-matter expert on the Evergreen Funds' strategy, structure, portfolio construction, and performance
- Partner closely with investment teams to understand deal rationale, portfolio evolution, and risk-return dynamics
- Maintain a strong grasp of market trends, competitive positioning, and peer fund strategies within private equity
Investor Communication & Presentation - Lead and support presentations to existing and prospective investors, including RIA's, family offices, and other private wealth platforms
- Clearly articulate investment strategy, portfolio positioning, performance drivers, and outlook in both live and virtual settings
- Act as a trusted resource for investor-facing teams, providing clear and consistent messaging
Content Development & Writing - Produce high-quality written materials including investor letters, quarterly commentaries, FAQs, and ad hoc analysis
- Translate detailed investment analysis into concise, investor-friendly content
- Ensure consistency, accuracy, and professionalism across all product-related communications
Analysis & Reporting - Analyze fund performance, portfolio metrics, and attribution to support investor discussions and reporting
- Assist in developing and refining KPIs, benchmarks, and comparative analyses relevant to evergreen fund structures
- Respond to detailed investor due diligence requests with rigor and clarity
Cross-Functional Collaboration - Candidate will report into the Investment team but will work closely with Sales, Marketing, Legal, and Compliance teams
- Support product development initiatives
Knowledge and Experience Required - Experience
- Minimum 10 years of investment experience in private equity
- Strong understanding of private equity fund structures; experience with evergreen or semi-liquid vehicles is highly desirable
Skills & Attributes
- Excellent presentation skills with the ability to engage and influence senior, sophisticated audiences
- Exceptional writing skills, with a proven ability to produce clear, structured, and persuasive investment content
- Strong analytical skills, including comfort with financial analysis, performance attribution, and data interpretation
- Ability to balance technical depth with clear, accessible communication
- High attention to detail and a collaborative mindset
Education
- Bachelor's degree required; advanced degree (MBA, CFA, or equivalent) preferred
Expected base salary range: $200,000-$225,000#LI-SB1This job description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. You may be required to perform other job-related duties as reasonably requested by your manager. 
