Associate Director of Private Investments

Associate Director of Private Investments

Location : Nationwide

Overview

The successful Associate Director of Private Investments will help guide and direct more than $2 billion of private investing across multiple asset classes. Responsibilities will include leading initial and ongoing diligence for private investments (with a focus on private equity, venture capital, private debt), developing a pipeline of investments that anticipates both successful investment themes and client needs, leading and cultivating deep and respectful relationships in the industry, overseeing elements of Caprock’s flagship access vehicles for private investments and communicating clearly with internal and external stakeholders in both written and verbal mediums. The position will also assist in the development of our proprietary capital market assumptions and contribute to the Firm’s economic and market forecasts. The Associate Director of Private Investments is a member of the investment committee and as such helps guide the strategic direction of our investments and reports directly to the CIO.

Description

• Lead initial and ongoing manager due diligence processes across asset classes with an emphasis on conventional private fund managers in real estate, private equity, venture capital, and private debt;
• Review and analyze a diverse range of investment-related materials including financial statements, industry trends, cap tables, projections, third-party reports, and proprietary models to evaluate investment opportunities.
• Review investment legal documents to identify and clearly articulate important provisions including fees, expenses, potential conflicts, risks, and liquidity provisions;
• Negotiate investment terms for improved governance and economics with investment managers;
• Author client-facing and internal manager recommendations that clearly and succinctly communicate the risks and opportunities an investment offers.

Development of an Investment Pipeline

Skills & Qualifications

What We Provide

Caprock is committed to investing in its people and the communities we serve.

Caprock is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, genetics, disability, age, or veteran status.

Caprock is a top multi-family office Registered Investment Advisory (RIA) serving ultra-high-net-worth clients. Founded in 2005, Caprock acts as a full-service outsourced chief investment officer and chief financial officer for 400 wealthy families with a total of more than $13 billion in assets under advisement. The firm is privately held with locations in Boise, Seattle, San Jose, Newport Beach, Park City, New York, Austin, Chicago, Scottsdale, Winter Park, and Denver.

The firm’s clients benefit from the firm’s endowment-like investment approach. The firm has expertise and access to private markets, where it manages more than $4 billion in investments, including private equity, venture capital, real estate, and private credit. Caprock also has expertise and is an industry thought leader in impact investing. The firm is an SEC‑registered investment advisor and a founding B‑Corporation. Caprock has received recognition as a top advisory firm in its category from Barrons, Financial Advisor Magazine, USA Today, and others.

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