Vice President, Co-Investment Management (Ontario)

Vice President, Co-Investment Management (Ontario)

19 Aug
|
FIC
|
Ontario

19 Aug

FIC

Ontario

Vice President, Co-Investment Management Stalwart Insurance Brokers Ltd. (Stalwart) is a growing national life insurance brokerage and financial services provider with a focus on high-complexity client and business situations.
Stalwart values excellence and entrepreneurial thinking, and requires staff with the capacity to solve complex, novel problems. Stalwart is growing rapidly and intends to sustain this rapid growth through the addition of ambitious team members looking to rapidly scale their skills, abilities, and relationships, and contribute to a high-performing corporate finance team.
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.
Summary We are looking for a Vice President, Co-Investment Management to lead our 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.
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 team-oriented, team-oriented environment
Entrepreneurial mindset with the ability to identify and pursue opportunities for business growth
Salary and Benefits Discretionary bonus 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
Start Date: Immediate
Please note: Candidates must be currently authorized to work in Canada.
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.

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📌 Vice President, Co-Investment Management (Ontario)
🏢 FIC
📍 Ontario

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