Vice President, Credit Portfolio Solutions & Investments

CFA Institute; New York (NY); On-site; USD 180,000 - 275,000; Full time

Job summary

CFA Institute is seeking a Senior Associate/Vice President to join the Credit Portfolio Solutions team in New York. This investment role involves significant responsibilities across portfolio construction, investment strategy, and client engagement.

The ideal candidate will have a degree in finance and 5-8 years of experience in investment banking or private equity. Responsibilities include designing investment solutions, managing portfolios, and collaborating with various teams.

The salary for this position ranges from $180K to $275K, based on experience and local market conditions.

Qualifications

• 5-8 years of relevant experience in investment banking, private equity, or related fields.
• Ability to translate complex analytics into clear narratives.
• Demonstrated excellence in financial modeling and investment evaluation.

Responsibilities

• Design customized investment solutions for various client types.
• Maintain a pipeline of investment opportunities.
• Evaluate proposed mandate constructions against client objectives.
• Draft and present investment recommendations to the Investment Committee.
• Provide ongoing portfolio management for ISG vehicles.
• Conduct performance attribution and analyze mandates.
• Stay updated on market trends for actionable insights.
• Collaborate with various teams to manage inquiries.

Skills

Excel-based financial modeling

Private credit asset classes knowledge

Strong written and verbal communication

Analytical abilities

Team collaboration

Education

Undergraduate degree in finance, business, economics

MBA, CFA, or relevant advanced credentials

Job description

CFA Institute is seeking a Senior Associate/Vice President to join the Credit Portfolio Solutions team in New York. This investment role involves significant responsibilities across portfolio construction, investment strategy, and client engagement.

The ideal candidate will have a degree in finance and 5-8 years of experience in investment banking or private equity. Responsibilities include designing investment solutions, managing portfolios, and collaborating with various teams.

The salary for this position ranges from $180K to $275K, based on experience and local market conditions.