Vice President of Investment (Structured Finance)

Coda Search│Staffing; New York (NY); On-site; USD 150,000 - 250,000; Full time

Job summary

A leading investment firm in New York, NY, is seeking a VP/Director to lead underwriting processes in the CMBS/structured finance sector. The ideal candidate will have over 10 years of experience in alternative investments, particularly with B-Piece transactions, and a strong ability to develop investment strategies. This role requires strong analytical skills, a collaborative mindset, and the capability to influence outcomes effectively.

Qualifications

• 10+ years of experience in the alternative investment industry.
• Prior experience with CMBS B-Piece Transactions mandatory.
• Demonstrated ability to influence outcomes.

Responsibilities

• Lead underwriting process for CMBS credit/debt investment strategies.
• Develop portfolio models, performance & risk analytics.
• Provide analysis and valuations for CMBS/B-Piece securities.

Skills

Experience in alternative investment industry

Understanding of CMBS B-Piece Transactions

Problem-solving skills

Ability to build relationships

Strong analytical skills

Education

CFA designation recommended

MBA/MFE or equivalent preferred

Job description

Overview

Our Client is an independently owned, NYC based alternative asset management firm currently seeking to add a VP/Director to their growing Real Estate/Structured Finance Investments practice. Ideal individual will play the leading role advising/constructing and underwriting custom investment portfolios, B-piece transactions and supporting firms' investment goals and investment agendas. This is a newly created role due to firm wide growth. The selected individual should be prepared to complement the firm’s legacy investment team, with a specialization in CMBS sub-investment grade (B-Piece) investments.

Key Responsibilities

• Lead underwriting process for complex real estate (CMBS) credit/debt investment strategies
• Develop and maintain portfolio models, performance & risk analytics, and other relevant monitoring/reporting tools
• Develop investment analysis and forecast performance for CMBS and real estate related assets
• Provide analysis and valuations models for CMBS/B-Piece securities
• Formulate credit parameters and transaction-level risks relating to property-level cash flows and market data
• Lead analysis/valuations/due diligence and hypothetical stress testing on complex debt, hard to price real estate transactions
• Conduct thorough sector and issuer due diligence, tracking trends, performance, and macroeconomic drivers to formulate investment recommendations for sectors and individual securities
• Prescreen opportunities prior to the sizing, underwriting and documentation process
• Formulate buy and/or sell recommendations in both new issue and secondary markets and effectively communicate them to the broader investor community, including through written credit opinions
• Collaborate with Research, Engineering, Legal, Compliance and Finance teams to take products from conceptualization to launch. Develop and execute a comprehensive product strategy that leverages capabilities to create innovative solutions

What you need to succeed

• 10+ years of experience in the alternative investment industry
• Prior experience with CMBS B-Piece Transactions Mandatory
• Deep understanding of CMBS/CRE-focused securitized products
• Must possess very good understanding of Mortgage cashflows, prepayments and prepay models
• 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

New York City Metropolitan Area 5 days ago

Referral lines and other job postings were in the original; this refined version focuses on the VP/Director role and removes extraneous content.