Managing Director, Head of Direct Investments

Key Responsibilities

The Head of Direct Investments will be responsible for leading and shaping Willow Wealth’s direct investment strategy and execution across private market assets. Core responsibilities include:

Investment Strategy & Leadership

• Develop and execute a plan to bring direct deals to the platform across asset classes
• Participate in the firm’s investment committee and help evaluate its tactical investment decisions
• Partner with the CIO, CEO, President, CFO and others to align investments with company and investor goals
• Represent the firm externally with investors and industry partners

Sourcing, Underwriting and Execution

• Foster deep relationships with best-in-class asset managers to source investment opportunities for the platform
• Lead due diligence, structuring and evaluation of new investment opportunities
• Drive the execution of investment ideas into offerings on the platform, partnering with internal teams through the investment committee process

Portfolio Management & Asset Allocation

• Oversee direct deal allocation and portfolio construction
• Manage sub-advisory relationships relating to Willow Wealth’s existing portfolio of private credit and specialty finance assets

Qualifications

The ideal candidate possesses 12-15 years’ experience in investment management, in increasingly senior roles with a demonstrable track record of delivering investment impact. Deep familiarity across all asset classes, with an emphasis on credit, is essential, along with the ability to navigate the complexities of investment structuring and execution.

The candidate must bring strong private market knowledge and an extensive network to source high-quality opportunities for Willow Wealth’s portfolio. This role may present a step-up opportunity, offering the chance to shape a portion of the investment vision of a scaling platform and play a pivotal role in democratizing access to private markets for a rapidly growing investor base.

• The ideal candidate possesses 12-15 years’ experience in investment management, including at least five years in a leadership role
• Deep familiarity and connectivity with private market investment managers is essential, along with the ability to navigate the complexities of investment structuring and execution
• Strong private market knowledge to source high-quality managers across private equity, private credit, and venture capital while maintaining robust sourcing pipelines is critical
• A degree from a recognized university or institution of higher education is required

What's in it for you

• Competitive compensation package, including equity
• Health, dental & vision coverage with FSA/HSA options
• Unlimited PTO
• 401k match

Commuter benefit

• Life insurance
• Wellness stipend

• This is a New York-based role.
• The base salary range for this position is USD 250,000 to 300,000 annually, depending on experience and qualifications.
• This role is eligible for a discretionary bonus and equity compensation as part of the total compensation package.

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