This is a remote position.
We are seeking a Private Equity & Family Office Strategic Advisor with direct hands-on experience working within or closely alongside Private Equity firms and Family Offices.
This role is centered on leveraging deep ecosystem knowledge and existing relationships to help us align our proprietary leadership and execution methodologies with how PE and Family Office firms operate at the portfolio level. Identifying additional partnership opportunities is a secondary outcome of this work.
This is not a research role deal-sourcing role or investment analysis position. It is a strategic advisory role designed for someone who already understands how PE and Family Office firms support portfolio companies post-acquisition.
What Youll Do
Leverage existing relationships and ecosystem knowledge to support strategic alignment with PE and Family Office firms
Assess and vet Private Equity firms and Family Offices based on their portfolio-level operating models leadership development practices and execution discipline
Provide insight into post-acquisition operating models including operating partners portfolio initiatives and leadership support structures
Help shape partnership models that fit naturally within PE and Family Office operating rhythms
Identify additional partnership opportunities as an extension of this work where alignment is clear and credible
Deliver clear executive-level guidance to inform outreach and engagement decisions
Requirements
Required Experience
5 years of direct experience working within Private Equity or Family Offices or in a senior advisory role to PE-backed portfolios
Established relationships within the Private Equity and/or Family Office ecosystem
Firsthand exposure to PE operating models portfolio support functions or operating partner structures
Experience working with executive leadership teams in investor-backed companies
Strong understanding of how PE firms drive value through leadership and operational execution (not just financial structure)
Required Skills
Private Equity and Family Office ecosystem fluency
Portfolio-level operating insight
Strategic partnership judgment
Executive leadership and operating cadence familiarity
High discretion credibility and executive communication
Engagement Details
Required Skills:
Private Equity and Family Office ecosystem fluency Portfolio-level operating insight Strategic partnership judgment Executive leadership and operating cadence familiarity High discretion credibility and executive communication
Required Education:
Bachelors Degree
This is a remote position.We are seeking a Private Equity & Family Office Strategic Advisor with direct hands-on experience working within or closely alongside Private Equity firms and Family Offices.This role is centered on leveraging deep ecosystem knowledge and existing relationships to help u...
This is a remote position.
We are seeking a Private Equity & Family Office Strategic Advisor with direct hands-on experience working within or closely alongside Private Equity firms and Family Offices.
This role is centered on leveraging deep ecosystem knowledge and existing relationships to help us align our proprietary leadership and execution methodologies with how PE and Family Office firms operate at the portfolio level. Identifying additional partnership opportunities is a secondary outcome of this work.
This is not a research role deal-sourcing role or investment analysis position. It is a strategic advisory role designed for someone who already understands how PE and Family Office firms support portfolio companies post-acquisition.
What Youll Do
Leverage existing relationships and ecosystem knowledge to support strategic alignment with PE and Family Office firms
Assess and vet Private Equity firms and Family Offices based on their portfolio-level operating models leadership development practices and execution discipline
Provide insight into post-acquisition operating models including operating partners portfolio initiatives and leadership support structures
Help shape partnership models that fit naturally within PE and Family Office operating rhythms
Identify additional partnership opportunities as an extension of this work where alignment is clear and credible
Deliver clear executive-level guidance to inform outreach and engagement decisions
Requirements
Required Experience
5 years of direct experience working within Private Equity or Family Offices or in a senior advisory role to PE-backed portfolios
Established relationships within the Private Equity and/or Family Office ecosystem
Firsthand exposure to PE operating models portfolio support functions or operating partner structures
Experience working with executive leadership teams in investor-backed companies
Strong understanding of how PE firms drive value through leadership and operational execution (not just financial structure)
Required Skills
Private Equity and Family Office ecosystem fluency
Portfolio-level operating insight
Strategic partnership judgment
Executive leadership and operating cadence familiarity
High discretion credibility and executive communication
Engagement Details
Required Skills:
Private Equity and Family Office ecosystem fluency Portfolio-level operating insight Strategic partnership judgment Executive leadership and operating cadence familiarity High discretion credibility and executive communication
Required Education:
Bachelors Degree
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