Capital Markets - Vice President (Real Estate)

Coda Search│Staffing; New York (NY); On-site; USD 120,000 - 250,000; Full time

Job summary

An established industry player is seeking a VP to lead their Alternatives platform, focusing on commercial real estate and underwriting investments. This pivotal role involves developing innovative business solutions, managing portfolio strategies, and ensuring compliance with industry standards. The ideal candidate will have extensive experience in alternative investments, particularly within the Insurance sector, and possess strong leadership and problem-solving skills. Join a dynamic team where your strategic vision will drive growth and create impactful solutions for clients in a rapidly evolving market. If you are passionate about making a difference and thrive in a collaborative environment, this opportunity is perfect for you.

Qualifications

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

Responsibilities

• Forge business lines for insurance solutions and develop revenue streams.
• Lead portfolio management for insurers and strategic asset allocation.

Skills

Portfolio Management

Strategic Planning

Relationship Building

Problem Solving

Entrepreneurial Mindset

Education

CFA designation

MBA/MFE or equivalent

Job description

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

The 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 the development and execution of new business, championing the strategic and operational planning.

Key Responsibilities:

• Forge a business line dedicated to insurance solutions, including the 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 practices.
• Advise clients and oversee implementation of strategic and operational 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 the 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 the 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).