Head of Fund Research & Advisory

Head of Fund Research & Advisory

Full-Time 80000 - 100000 € / year (est.) No home office possible
S64

At a Glance

  • Tasks: Lead due diligence on private market funds and produce high-quality investment reports.
  • Company: Join S64, a leading fintech partner in the wealth management industry.
  • Benefits: Competitive compensation, global exposure, and opportunities for professional growth.
  • Other info: Be part of a diverse team shaping the future of private wealth access.
  • Why this job: Make a real impact in private markets while working with cutting-edge technology.
  • Qualifications: 10-15 years in private markets research and strong analytical skills required.

The predicted salary is between 80000 - 100000 € per year.

S64 is the preeminent alternatives fintech and solutions partner to the wealth management industry across EMEA and APAC. We enable private banks, wealth managers and intermediaries to deliver private markets with institutional grade robustness and repeatability. We also enable private markets managers to scale private wealth distribution across these regions through best‑in‑class structuring, lifecycle execution and enterprise technology.

Our team is diverse and multi-disciplined with talented professionals working across the breadth of technology, structuring, operations and sales. Headquartered in London, S64 has a global presence with offices in Luxembourg, Madrid, Dublin, New York, Hong Kong, Singapore, Tokyo, Seoul, Bangkok, Sydney, and Melbourne.

Key Responsibilities
  • Lead comprehensive due diligence on private market funds across strategies (buyout, growth, venture, secondaries, private credit, infrastructure, real assets).
  • Analyse and evaluate manager track records, attribution detail, fund economics, deal‑level performance, risk management processes, and organisational/operational robustness.
  • Conduct reference calls, operational risk assessments, and deep dives into investment philosophy, team structure, and value‑creation methods.
  • Form independent viewpoints, challenge assumptions, and highlight weaknesses or blind spots in manager presentations.
  • Assess market cycles, pricing trends, dispersion, benchmark positioning, and the relative attractiveness of strategies within private markets.
  • Leverage internal and external databases to extract, clean, analyse, and interpret complex datasets.
  • Produce high‑quality investment memos, due‑diligence reports, comparison analyses, and investment‑committee papers.
  • Clearly articulate investment theses, key risks, return drivers, and recommendations in well‑structured written materials.
  • Translate complex findings into clear, actionable insights for senior leadership and investment committees.
  • Work closely with internal technology and data teams to help shape the design and functionality of the firm’s research, analytics, and reporting platforms.
  • Provide user‑level guidance to developers, ensuring tools reflect investment‑team workflows, data needs, and decision‑making processes.
  • Contribute to the roadmap for research‑related technology initiatives (e.g., workflow systems, due‑diligence databases, performance dashboards).
  • Track fundraising cycles, strategy evolution, and organisational changes across the GP universe.
  • Monitor thematic and structural developments in private markets (e.g., NAV lending, continuation funds, hybrid credit structures, secondaries market evolution).
  • Bring forward differentiated insights that challenge consensus thinking and support higher‑quality decision‑making.
  • Interact confidently with GPs, advisors, third‑party vendors, and internal stakeholders.
  • Lead and participate in manager meetings, on‑site diligence sessions, and cross‑team collaboration discussions.
  • Present quantitative and qualitative findings to senior team members and investment committees.
About you
  • 10–15 years of experience in private markets research at a fund of funds allocator, other allocator roles, investment consulting, or GP side portfolio/strategy teams.
  • Strong technical capabilities: fund analytics, performance decomposition, financial modelling, and understanding of private markets structures and fund economics.
  • Demonstrated ability to conduct end to end investment due diligence with rigour and independence.
  • Excellent written communication skills and ability to produce clear, persuasive investment reports.
  • Experience collaborating with technology teams or involvement in building analytical tools/platforms is a significant plus.
  • Proficiency with private markets data sources (e.g., Burgiss, Preqin, PitchBook, eVestment, CEPRES).
  • Bachelor’s degree required; CFA/CAIA or relevant postgraduate study preferred.
Why S64?

S64 offers a rare opportunity to work at the intersection of private markets, technology, and institutional distribution at a time of structural change. You will be part of a firm that operates behind the scenes of some of the most sophisticated investment platforms globally, helping bring private markets to scale without compromising on quality or control. Roles at S64 offer early responsibility, global exposure and the chance to develop deep expertise in a complex and evolving market. We are building long‑term infrastructure, not short‑term products. If you want your work to matter, and to be trusted with real responsibility, S64 offers that opportunity. In return, we offer competitive compensation, global opportunity and the ability to grow alongside a firm shaping how private markets are delivered.

Head of Fund Research & Advisory employer: S64

S64 is an exceptional employer, offering a unique opportunity to work at the forefront of private markets and technology within a dynamic and diverse team based in London. With a strong emphasis on employee growth, competitive compensation, and global exposure, S64 empowers its staff to take on significant responsibilities while shaping the future of wealth management. The collaborative work culture fosters innovation and provides access to cutting-edge resources, making it an ideal environment for professionals seeking meaningful and impactful careers.

S64

Contact Detail:

S64 Recruiting Team

StudySmarter Expert Advice🤫

We think this is how you could land Head of Fund Research & Advisory

Tip Number 1

Network like a pro! Reach out to industry contacts on LinkedIn or attend relevant events. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.

Tip Number 2

Prepare for interviews by researching the company and its culture. We want to show that we’re not just a good fit for the role, but also for the team. Tailor your answers to reflect how your experience aligns with their values and goals.

Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or mentors. We can help each other refine our responses and boost our confidence before the real deal.

Tip Number 4

Don’t forget to follow up after interviews! A simple thank-you email can go a long way in keeping us top of mind. Plus, it shows our enthusiasm for the position and appreciation for the opportunity.

We think you need these skills to ace Head of Fund Research & Advisory

Due Diligence
Fund Analytics
Performance Decomposition
Financial Modelling
Private Markets Structures
Investment Writing
Data Analysis

Some tips for your application 🫡

Tailor Your Application:Make sure to customise your CV and cover letter for the Head of Fund Research & Advisory role. Highlight your experience in private markets research and any relevant technical skills that align with what we’re looking for.

Showcase Your Writing Skills:Since excellent written communication is key for this role, include examples of investment reports or memos you've produced. We want to see how you articulate complex ideas clearly and persuasively.

Be Data-Driven:Demonstrate your analytical capabilities by mentioning specific datasets or tools you've used in your previous roles. We love candidates who can leverage data to support their insights and recommendations.

Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity at S64.

How to prepare for a job interview at S64

Know Your Private Markets Inside Out

Before the interview, dive deep into the specifics of private markets, especially the strategies mentioned in the job description like buyout, growth, and venture. Familiarise yourself with current trends and challenges in these areas so you can speak confidently about them.

Showcase Your Analytical Skills

Prepare to discuss your experience with fund analytics and performance decomposition. Bring examples of how you've evaluated manager track records or conducted due diligence in the past. This will demonstrate your technical capabilities and understanding of fund economics.

Craft Clear Investment Reports

Since excellent written communication is key for this role, practice summarising complex investment theses into concise, persuasive reports. You might even want to prepare a mock investment memo to showcase your writing skills during the interview.

Engage with Stakeholders

Be ready to discuss how you've interacted with GPs, advisors, and other stakeholders in previous roles. Share specific examples of how you’ve led meetings or collaborated across teams, as this will highlight your ability to engage confidently with various parties.