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Private Equity – Partner, Head of Private Wealth AND Institutional Relations – In Canada

5 months ago

Toronto Ontario, Ontario, Canada Circle Square Full time

Our client is a London-based asset management firm specialising in institutional private equity, venture capital, and direct investments. There focus is on deep-tech sectors, particularly in artificial intelligence, Web3, quantum technologies, and autonomous systems. They are now looking for a Partner, Head of Private Wealth AND Institutional Relations in Canada.



As a spin-off from an established family office and the investment team of the largest deep- tech institutional investor in Europe, The Firm brings a wealth of experience to the table.



The investment team comprises seasoned professionals in deep-tech fund investing, boasting a track record of investing over €3.5 billion in capital, over a span of more than 15 years.



Complementing the investment team is a distinguished tech team, featuring PhDs and professors from leading UK universities. Specialised in deep tech, including AI and advanced mathematics, they enhance our capability to navigate and thrive in cutting-edge technological landscapes.



The roles:



Role 1: Partner, Head of Private Wealth Relations in Canada


Location: Canada - Canadian Market

Remote Working/Hybrid: Yes possible

Start Date: ASAP



Candidate Requirements:



  • 15 years' + working directly with clients in the private wealth sector (Family Offices, UHNWI. HNWI, etc) and a successful track record of capital raise from these clients. Your background and experience stems from working with organisations such as Private Banks, Asset Managers, Multi Family Offices, PE firms, Fund of Funds or Fund or Placement Agent.



Essential Experience: Head of Private Wealth Management in Canada



  • Proven success in previous client relationship positions held at Private Banks, Asset Managers, Multi Family Offices, PE firms, Fund of Funds or Fund Placement Agencies
  • Extensive existing network with private wealth investors (Family Offices, UHNWI. HNWI, etc) with proven track record on capital raised from them.
  • Experience in advising private wealth clients on investments or capital allocations.
  • Excellent written and verbal communication skills with a proven track record of building and maintaining investor relationships.
  • A challenging mind with the ability to think creatively / laterally, able to present your ideas to show how we can improve what we do and how we can do it to deliver results.
  • Good presentation skills with the ability to convey complex technical information in a clear, simple, and precise way.
  • Ability to work well on own initiative and enjoy being part of a small collaborative team.
  • Good understanding of investment products and processes in the funds industry; in particular, alternative investments funds.
  • A good understanding of DeepTech market dynamics is desirable, but not necessary as training can be provided.
  • Must have strong intellectual curiosity, an entrepreneurial spirit.



Core Responsibilities:


This is a senior role, working directly with and supporting the firm’s founding team.


  • To drive capital raise for the firm’s activities with a focus on private wealth investors.
  • Build an account plan for each investor and ensure our value proposition is correctly positioned.
  • Build working relationships with key investors and managers in target organisations.
  • Know your investors’ commercial situation.
  • Prepare and implement documentation to clients/investors in line with internal compliance, legal, and audit requirements.
  • Maintain professional knowledge, keep abreast of general market updates, industry developments, and competitor’s activities.



Benefits:



  • Highly competitive base salary.
  • +OTE generous additional annual bonuses on top of basic salary
  • Access to meaningful % of GP Carry participation with potential to grow to an 8 figures amount in 2 years, if successful
  • Opportunity to become a partner in the firm within short time frame is a strong possibility for the right candidate.




Role 2: Head of Institutional Relations – in Canada


Location: Canada - Canadian Market

Remote Working/Hybrid: Yes possible

Start Date: ASAP



Candidate Requirements:



  • Please only apply if you have a Minimum of 15 years' working experience in investor relations, of which a minimum of 5 of those years were working in capital raising capacities for VC Firms, PE firms, Fund of Funds or Fund Placement Agencies.


  • Please note that board member positions, advisory roles, investment in a fund/venture, or freelance positions do not count, and should not be included. We will only consider candidates with full-time employment experience within a VC firm, PE firm, or FOF firm.



Essential Experience: Head of Institutional Relations in Canada


  • Proven success in institutional fundraising and investment relationship positions held in previous roles.
  • Minimum 15 years' working experience in fundraising, of which minimum of 5 years working experience in a placement agency or a VC/PE Firms, with preference for Fund of Funds.
  • Extensive existing network with institutional investors.
  • Experience of managing large and institutional investor relationships.



Requirements:


  • Excellent written and verbal communication skills with a proven track record of building and maintaining investor relationships.
  • A challenging mind with the ability to think creatively / laterally, able to present your ideas to show how we can improve what we do and how we can do it to deliver results.
  • Good presentation skills with the ability to convey complex technical information in a clear, simple, and precise way.
  • Ability to work well on own initiative and enjoy being part of a small collaborative team.
  • Good understanding of investment products and processes in the funds industry; in particular, alternative investments funds.
  • A good understanding of AI and Web3 market dynamics is desirable, but not necessary as training can be provided.
  • Must have strong intellectual curiosity, an entrepreneurial spirit.



Core Responsibilities:


This is a senior role, working directly with and supporting the CIO of the fund.


  • To lead and manage the investor relationships and fundraising department with a focus on institutional investors.
  • Ensure that any issues, whether contractual or operational, are resolved to both the company's and the client/investor's satisfaction.
  • Prepare and implement documentation to clients/investors in line with internal compliance, legal, and audit requirements.
  • Build an account plan for each investor and ensure our value proposition is positioned as the market model of the future.
  • Know your investors' commercial situation.
  • Build working relationships with key investors and managers in target organisations.
  • Maintain professional knowledge, keep abreast of general market updates, industry developments, and competitor's activities
  • The opportunity to grow within this role and become a partner in the firm within short time frame is a strong possibility for the right candidate.



Benefits:


  • Highly competitive base salary.
  • +OTE generous additional annual bonuses on top of basic salary
  • Access to meaningful % of GP Carry participation with potential to grow to an 8 figures amount in 2 years, if successful
  • Opportunity to become a partner in the firm within short time frame is a strong possibility for the right candidate.