Professional Documents
Culture Documents
Role Summary/Purpose:
The Vice President will be an experienced private equity investment professional that can assume responsibility of an
existing portfolio of private equity investments. The VP will manage key relationships with PE partners and serve on
Advisory Committees and may also serve of portfolio company boards as a director or observer. The VP will source
investment opportunities and lead small investment teams to screen, negotiate and monitor fund investments and
direct co-investments, primarily in North America. This position will be based in Stamford, CT. State Street Global
Advisors has decades of private equity investing experience and currently has $6.8 billion of assets under
management.
Essential Responsibilities:
• Complete rigorous analysis of Private Equity partnership and direct investment opportunities across an array of
investment types, strategies and sectors
• Lead teams to construct, review and maintain financial models for existing and potential investments
• Monitor performance of existing portfolio companies and analyze future acquisition and financing opportunities
• Perform valuation, investment return and sensitivity analyses
• Lead reviews of private equity fund and company offering materials, quarterly financials, accounting reports and track
performance of fund and directly held portfolio companies
• Act as lead in due diligence meetings
• Prepare and effectively deliver internal presentations (e.g. investment committee)
• Participate in special projects on an ad-hoc basis
• Lead small, global investment teams
Basic Qualifications:
Essential Requirements:
• Must submit your application for employment through the Job Listings & Referrals Intranet portal (internal candidates)
or the State Street Global Advisors link in www.statestreets.com/about/careers/job-opportunities.html (external
candidates) to be considered for this position
• Must be willing to comply with pre-employment screening, including but not limited to drug testing and reference
verification
• Must be willing to submit to a background investigation as part of the selection process.
• Must be willing to work in Stamford, CT
• Must be willing to travel up to 30%
Desired Characteristics:
• Advanced MS Excel skills, including experience modeling complex transactions, and strong MS PowerPoint skills