CareerPlan

Vice President - Investment

Boston, MA, USFull-time2026-10-15 → 2026-11-09

Core

Lead manager selection, due diligence, and portfolio analysis across public and private markets to support investment decisions.

Role type

Senior IC allocator/investment professional

Builds

Diversified portfolios of public and private market investments

Domain

Institutional asset management

Required skills

Manager due diligence, portfolio construction, asset allocation, multi-asset class analysis, investment research, relationship management, financial modeling

Preferred skills

CFA, CAIA, MBA

Technologies

N/A

Responsibilities

Conduct comprehensive due diligence on prospective investment managers and funds across public equity, fixed income, hedge funds, private equity, private credit, venture capital, and real assets. Lead analysis of external manager and fund performance, portfolio positioning, asset allocation, look-through exposures, and portfolio risk. Source, evaluate, recommend, and monitor external investment managers. Prepare investment memoranda, manager recommendations, portfolio reviews, and investment committee materials. Participate actively in asset allocation and portfolio construction discussions. Monitor portfolio exposures, liquidity, capital activity, and performance across public and private market investments. Present investment research and recommendations to senior stakeholders and investment committees.

Seniority

Senior, hands-on IC