Capital Markets - Vice President (Real Estate)

Coda Search│Staffing; New York (NY); On-site; USD 200,000 - 400,000; Full time

Job summary

An established industry player is seeking a Vice President for their Alternatives platform, focusing on commercial real estate investments. This pivotal role involves cultivating portfolio insights, delivering strategic business solutions, and ensuring compliance with industry regulations. The ideal candidate will have over a decade of experience in the alternative investment sector, particularly in portfolio management services within the Insurance industry. This opportunity offers a dynamic environment where your leadership skills will drive innovation and growth, making a significant impact on the firm's success. If you are a motivated leader with a strategic mindset, this role is for you.

Qualifications

• 10+ years in alternative investments and portfolio management services.
• Strong relationships in the Insurance/Financial Services sector.

Responsibilities

• Forge business lines for insurance solutions and develop market strategies.
• Manage day-to-day portfolio management for insurers.

Skills

Portfolio Management

Strategic Planning

Problem Solving

Relationship Building

Business Development

Education

CFA designation

MBA/MFE or equivalent

Job description

This range is provided by Coda Search│Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$200,000.00/yr - $400,000.00/yr

Our Client is a privately held alternative investment firm currently seeking a VP for their growing Alternatives platform. Ideal individual will step into the leading role, with a focus on commercial real estate specifically underwriting (credit/debt) investments.

Firm is looking for a strong leader who will cultivate portfolio insights, develop the value proposition, and deliver the strategy. Your role will include accountability for providing a customized business solutions platform, including but not limited to development and execution of new business, championing the strategic and operational planning.

Key Responsibilities:

• Forge business line dedicated to insurance solutions, including development of business models, revenue streams, and a go-to-market strategy. Ensure compliance with industry regulations and best practices.
• Develop compelling value propositions and market-leading products and services based on customer needs in the specific Insurance industry best practice.
• Advise clients and oversee implementation of strategic and implementation issues, such as asset allocation, investment manager/vehicle selection and oversight, risk/performance management and evaluation, and research on investment management strategies.
• Drive the development of internal products tailored to the clients insurance sector's unique needs.
• Product management of proprietary financial institutions solutions.
• Manage the fundamental due diligence and analytical effort during the insurance transaction process.
• Partner across the Insurance business unit and other business units to deliver value for the firm.
• Develop a network of contacts in the industry through deal negotiations, due diligence activities, and attendance at industry conferences and other networking opportunities.
• Partner with asset class investment teams to implement strategic and tactical asset allocation decisions, including evaluating deployment opportunities in furtherance of overall portfolio objectives.
• Conduct research across private & public credit markets, including collaborating with dedicated sector investment teams to maintain real-time views on asset class characteristics and performance drivers.
• Create key presentations for insurance company clients, rating agencies, and investors.
• Lead day-to-day portfolio management for insurers, including strategic asset allocation analysis, portfolio construction optimization, and custom liability-hedging & asset-liability matching analysis.
• Develop and maintain portfolio models, performance & risk analytics, and other relevant monitoring/reporting tools.
• Collaborate with our Research, Engineering, Legal, Compliance, and Finance teams to take products from conceptualization to launch. Develop and execute a comprehensive product strategy that leverages our capabilities to create innovative solutions.

What you need to succeed:

• 10+ years of experience in the alternative investment industry.
• 10+ years of experience in selling and delivering portfolio management services to clients, ideally in the Insurance/Financial Services sector.
• CFA designation is strongly recommended; MBA/MFE (or equivalent) is preferred.
• Demonstrated experience in building trusted advisor relationships within Insurance business in relevant insurance markets, private equity, private credit/insurance vertical M&A.
• Highly motivated, entrepreneurial, and team-oriented candidates with strong problem-solving skills.
• Team orientation and influencing skills.
• Strategic and entrepreneurial mindset.
• An ability to work through others to influence outcomes, as well as a willingness to “roll-up your sleeves” to get things done.
• Track record of successfully building growth plans and accelerating business development within Insurance vertical.
• Knowledge of broad asset classes across the investment spectrum.
• Problem solver, with demonstrated ability to deliver innovative solutions.
• Ability to cultivate strong working relationships across various functional areas (Investments, ALM, Treasury, Risk, and Finance).

Seniority level

Director

Employment type

Full-time

Job function

Business Development, Strategy/Planning, and Finance

Industries

Capital Markets, Investment Management, and Financial Services