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managing director venture capital private equity resume example with 20+ years of experience

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Professional Summary
Investment professional with 17 years of experience leading venture capital and private equity investments on behalf of Institutions and High Net Worth Families.
Key Qualifications
  • Deep understanding of venture capital industry (strategies, structures, players, challenges, and opportunities)
  • Adept at vetting organizations and teams, evaluating investment strategies and measuring results
  • Skilled at reviewing legal documents and working with external counsel to identify risks and negotiate terms
  • Seasoned researcher and analyst - ability to synthesize large volumes of information to form conclusions and recommendations
  • Strong writer and presenter - good at communicating complex ideas in a simple fashion
  • Successfully managed hundreds of external relationships - savvy at balancing the need to ask tough questions and fostering a partnership mentality
  • Trusted colleague and partner, good listener, respectful debater.  Desire to help others be successful and do good things
  • Effective at reporting to an Investment Committee
Work History
10/2011 to Current Managing Director - Venture Capital & Private Equity Cornerstone Advisors | City, STATE,
  • Source, diligence, and recommend venture capital and private equity fund investments. Present key risks and merits of opportunities to Cornerstone's Investment Committee.
  • Review and negotiate legal contracts and amendments in conjunction with operational due diligence team and external counsel.
  • Actively monitor and evaluate portfolio post-investment through frequent interaction with managers, reviewing investment data, and representing Cornerstone at annual partner meetings.
  • Document and communicate results in a concise and meaningful fashion for diverse audiences.
  • Develop/maintain strong network of industry players and keep abreast of industry trends.
  • Author white papers for client consumption and present at client events.
  • Train and manage junior team members.
  • Member of Investment & Asset Allocation Committees.
  • Co-portfolio manager for hedge fund strategies and global public equities.
02/2000 to 10/2010 Director of Investments - Venture Capital & Private Equity California Institute Of Technology | City, STATE,
  • Promoted from Investment analyst to Investment Associate in 2002 and from Associate to Director in 2006.
  • Sourced, diligenced and recommended venture capital and private equity investments to Caltech's Investment Committee.
  • Conducted contract review and negotiated/documented deal terms and amendments.
  • Developed and implemented effective monitoring procedures and tools for ongoing assessment of portfolio performance.  Presented recommendations for any necessary course of action.
  • Cultivated and maintained key relationships with managers, industry specialists and peers.
  • Attended partner meetings and served as the Institute's representative on select Advisory Boards.
  • As a senior member of the investment team, played a key role in vetting opportunities across asset classes (public equities, hedge funds, real estate, fixed income).
  • Performed research and presented recommendations for various aspects of the overall endowment investment management process including capital market analysis, asset allocation, portfolio construction, liquidity and risk management.
  • Provided guidance and training to junior staff members.
Education
Expected in 1999 to to Bachelor of Arts | Economics and Literary Studies Occidental College, Los Angeles, CA GPA:
Expected in Completed June 2006 to to CFA Designation | Chartered Financial Analyst Program, , GPA:
Curriculum includes financial statement analysis, portfolio management, corporate finance, asset valuation.
Expected in 2010 to to Grantsmanship Training Program | The Grantsmanship Center, , GPA:

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Resume Overview

School Attended

  • Occidental College
  • Chartered Financial Analyst Program
  • The Grantsmanship Center

Job Titles Held:

  • Managing Director - Venture Capital & Private Equity
  • Director of Investments - Venture Capital & Private Equity

Degrees

  • Bachelor of Arts
  • CFA Designation
  • Grantsmanship Training Program

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