Vice President of Investment Research

Title: Vice President of Investment Research

Location: San Francisco, CA

About Crescent Cove Advisors:

Crescent Cove Advisors is a growing multi-strategy tech-focused investment firm based out of San Francisco, California. Our team strives to create impact through investments across the technology sector. Our approach here is simple – honesty, candor, respect, transparency, and excellence in all we say and do.

We are comprised of a small team of accomplished investors with a mandate to invest in a buyout, growth, and private credit in tech businesses globally. We are seeking an experienced Vice President of Investment Research to join the team and work across the firm on research and due diligence.

Position Overview:

The Vice President of Investment Research will be involved in the investment side of our credit and growth equity business, with a specific focus on the TMT sectors. This role will provide a unique opportunity to apply the fundamentals of investment banking, research, or asset management background to investing in the private credit and growth equity asset class across the capital structure. At the same time, the investment professional will support the team’s efforts related to new investment activities and monitoring and analysis of existing private funds.

Responsibilities:

• Provide quality input and feedback on new deal opportunities to the senior team members; participate in investment team meetings.
• Evaluate potential new investments across the technology sector.
• Play a lead role in the due diligence and portfolio management process in support of an investment decision including managing external providers and identifying key threshold issues, performing financial and operational analysis to investigate those issues.
• Lead the development of investment team communications/memos and actively participate in the investment team discussions.
• Build relationships & work with portfolio company management to monitor performance, develop and execute growth strategies during the firm’s hold period.

Qualifications:

• B.A. degree in Finance & Accounting/Business/Economics, or a related field.
• Minimum of 8-10 years of experience in equity research, with a focus on the technology sector.
• Skilled and knowledgeable to produce high-quality, well-researched white papers on a variety of topics within the technology verticals.
• Strong quantitative & analytical skills.
• Project management experience.
• Previous sell-side analyst experience.
• Develop and maintain relationships with founders and intermediaries.
• Participate in due diligence on transactions.
• Examine the strategic and financial merits of proposed transactions.
• Develop financial and operating models as well as performing financial analysis of companies and assets.
• Working within a team assisting them in preparing deal memos and data rooms.
• Excellent interpersonal and communication skills (face-to-face, telephone, and written communication).
• Industry knowledge and understanding of industry-wide financial benchmarking.
• Desire to work hard and do timely and excellent work.
• Superior attention to detail.
• Personality, charisma, energy; ability to interact with a variety of “clients” – people within the firm, investors, CEOs/CFOs of our companies, etc.