Family Office Investment Analyst Exit Opps
Just signed an offer to join a family office as an investment analyst. Time is split between private equity and private credit. Private equity work includes co-investments and FoF, as well as occasional opportunities to do direct LBO deals (run entire deal process alongside GPs). Private credit is mostly direct deals. I have no prior work experience. Think this is a great place to learn and figure out what I want to do long-term (and definitely interested in staying in the long-term), but am a bit concerned about being pigeon-holed to LPs and FoFs. What are my exit options?
Based on the WSO discussions, starting your career in a family office as an investment analyst can indeed provide a unique and broad exposure to various investment strategies, including private equity and private credit. Here’s what you need to know about potential exit opportunities and considerations:
Diverse Experience: Your role involving co-investments, funds of funds (FoFs), and direct LBO deals will equip you with a diverse set of skills. This experience is valuable as it covers both the LP (Limited Partner) side and direct investment aspects.
Exit Opportunities:
Considerations to Avoid Being Pigeonholed:
Long-Term Career Planning: Since you are interested in staying in the investment field long-term, consider periodically assessing the market and potential roles that align with your growing experience and interests. This proactive approach can help you steer your career path effectively without being limited to LPs and FoFs.
In summary, while starting in a family office might seem niche, it actually offers a versatile foundation for various career paths in finance, provided you are proactive about skill development and networking.
Sources: Family Office - Exit Opps, Breakdown of Post-IB Exit Opportunities, From Private Equity Associate to VP in Private Equity, MF Liquid Credit vs Private Credit at the analyst level, Exiting a Family Office - help/advice?
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