Job Description

• Writes investment memorandums and presents investment recommendations to the Investment Committee and Boards of Trustees of the Systems; • Coordinates portfolio review and due diligence meetings, prepares agendas and meeting notes; monitors and manages the portfolio of existing private equity investments to ensure compliance with the terms of the limited partnership agreements and other contracts; • Assists management with the use of risk analysis and compliance projects; attends and reports on meetings with general partners of prospective investment opportunities; performs • Quantitative and qualitative due diligence on prospective investment opportunities including evaluating past track records; monitors and regularly reports on investment activities of investment partners; • Develops framework for analyzing the performance of existing investments; prepares investment commentaries and assists with research projects; oversees the development of an internal database of existing investments; and, • Negotiate legal and business terms and conditions in partnership agreements. • Prepare written materials for and make oral presentations to the Board and its Committees. • Work closely with general partners, advisors, and legal counsel to implement goals and objectives.