Investment Director

Investment Director - Family Office

Experience: 15-20 years

About LVB

LVB is a single-family office with a global investment footprint and a strong focus on private equity, public markets, venture and growth capital. We are sector-agnostic, opportunistic, and invest with speed, conviction, and a long-term perspective.

Our core investment market is the United States, while we selectively pursue opportunities globally where we can partner with exceptional teams and add differentiated value.

About The Role

LVB is seeking an experienced Investment Director to act as a key link between the Principal and the broader investment team.

The Investment Director will work closely with the principal and internal teams, overseeing day‑to‑day investment coordination and execution across asset classes but with a focus on direct private investments. The role also includes direct responsibility for managing and mentoring a Senior Associate, ensuring rigorous analysis, high‑quality output, and professional development.

This is a hands‑on, high‑responsibility role that requires sound judgment, discretion, and the ability to operate effectively in a fast‑moving, entrepreneurial environment with limited hierarchy and structure.

Key Responsibilities

• Oversee the end‑to‑end private equity investment process, from sourcing and due diligence through execution, portfolio management, and exit.
• Coordinate and manage due diligence processes (internal and external), support transaction execution, and maintain high‑quality investment materials and reporting.
• Serve as a trusted counterpart to external managers, co‑investment partners, banks, advisors, and other family offices across geographies.
• Actively engage with other family offices and partners to source and execute co‑investment opportunities and direct investments.
• Ensure disciplined documentation, efficient workflows, and a high level of confidentiality across family office operations.
• Support portfolio monitoring, performance analysis, and ongoing relationship management.
• Maintain active involvement in portfolio value creation initiatives and exit planning, working closely with management teams, partners, and advisors.
• Travel occasionally for manager meetings, site visits, conferences, and due diligence sessions.
• Handle ad‑hoc strategic, analytical, and operational requests from the principal as required.

Candidate Profile

• 15 to 20 years of relevant professional experience.
• At least 10 years of experience in M&A at a Tier 1 institution, investment banking, or private equity, ideally focused on the lower to middle market segment, or direct investment experience within a sophisticated single‑family office.
• Strong investment judgment with the ability to operate independently in a lean, fast‑paced environment.
• Proven ability to interact confidently with principals, senior executives, and external counterparties.
• Excellent written and verbal communication skills, with the ability to produce clear, concise, and high‑quality investment memos and briefings.
• High integrity, discretion, and a service‑oriented mindset consistent with a single‑family office culture.
• Management Style: A “player‑coach” who can dive into the details of a financial model while effectively delegating to, mentoring, and developing a Senior Associate.

Compensation & Alignment

LVB offers a competitive compensation package, including base salary, annual bonus, participation in carried interest and opportunities to invest alongside the Principal, ensuring long‑term alignment.

Seniority level

Director

Employment type

Full‑time

Job function

Finance and Sales

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