Vice President, Co-Investment Management

Job Description

Job Description

About Eagle Crest Washington LLC

Eagle Crest was established with the primary objective of offering specialized life insurance solutions, ensuring that clients take full advantage of unique opportunities and achieve and exceed their financial goals.

With roots in Canada and deep experience across both sides of the border, we specialize in life insurance solutions that work for clients whose lives, businesses, and families don't fit neatly into one country — or one strategy.

We're a broker, which means we work for you, not an insurance company. Our job is to find the right structure, the right carrier, and the right fit for your situation.

Summary

We are looking for a Vice President, Co-Investment Management to lead their co-investment business and a team of dedicated professionals supporting investors seeking to deploy capital into co-investment opportunities across technology, private debt, and other private-market assets.

This is a senior leadership role with significant responsibility for sourcing and evaluating investment opportunities, developing and managing investor relationships, leading investment processes, and shaping the strategic direction and growth of the co-investment business.

Role Overview

Your role will include:

• Building, developing, and managing relationships with limited partners, general partners, family offices, and other institutional investors across Canada, the United States, and globally
• Identifying, sourcing, and evaluating co-investment opportunities across technology, private debt, and other private-market assets
• Developing and presenting investment opportunities to limited partners, general partners, family offices, and other prospective investors
• Presenting co-investment opportunities originated by other members of the team to existing and prospective investor relationships
• Preparing and presenting investment recommendations to client investment committees
• Leading the strategic direction and execution of the co-investment business plan
• Identifying opportunities to expand the business into new geographies, investment verticals, and service offerings
• Leading and directing the team's due diligence efforts, including commercial, legal, tax, and financial diligence
• Managing the investment process from opportunity identification through diligence, evaluation, and execution
• Working closely with the broader Stalwart team to identify and develop cross-group opportunities
• Providing leadership, mentorship, and direction to members of the co-investment team
• Contributing to the overall growth and development of the firm's private-market investment platform

Required Skills or Experience

• Minimum 6 years of relevant experience in technology, private equity, private debt, investment banking, investment management, or a related field
• Demonstrated ability to develop and maintain strong relationships with sophisticated institutional and private-market investors
• Strong understanding of technology investments, private markets, and co-investment opportunities
• Proven ability to source, evaluate, and develop investment opportunities
• Strong communication and presentation skills, with the ability to clearly and concisely communicate complex investment concepts
• Demonstrated leadership experience and the ability to lead and develop a high-performing team
• Established relationships with limited partners, general partners, family offices, or other institutional investors considered an asset
• Strong analytical, strategic, and problem-solving skills
• Ability to work effectively in a collaborative, team-oriented environment
• Entrepreneurial mindset with the ability to identify and pursue opportunities for business growth

Salary and Benefits

• $150,000 base salary
• Discretionary bonus up to $435,000 based on company and personal performance
• Extended health benefits

Position Type

• Nature: Permanent, Full-time
• Time Commitment: High-commitment position with the requirement for extensive overtime as needed
• Work Location: Seattle, WA
• Start Date: Immediate

Please note: Candidates must be currently authorized to work in the US.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.