Vice President, Investments
Confidential
Vice President, Investments
About the Company
Collaborative investment team managing diversified public and private market portfolios
Industry
Financial Services
Type
Privately Held
About the Role
The Company is seeking a Vice President of Investments to contribute to investment research, portfolio construction, and decision-making across a diversified portfolio of public and private market investments. Responsibilities include analyzing manager and fund performance, asset allocation, portfolio exposures, and risk; conducting due diligence; and sourcing, evaluating, recommending, and monitoring external managers. The role also involves preparing investment memoranda and committee materials, participating in portfolio discussions, monitoring liquidity and capital activity, and supporting investment operations. The successful candidate will present research and recommendations to senior stakeholders and maintain relationships with external managers and industry participants. Candidates should have 7–10 years of relevant investment experience in an institutional investment environment and demonstrated expertise evaluating external managers across multiple asset classes. Strong knowledge of public and private markets, manager due diligence, investment recommendations, quantitative analysis, and portfolio construction is required. Excellent written and verbal communication skills, attention to detail, intellectual curiosity, and high ethical standards are essential. A bachelor’s degree is required; CFA, CAIA, MBA, or similar credentials are preferred. Applicants should be able to work independently while contributing effectively to a collaborative team.
Functions
- Finance
$250k
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$170k - $173.75k
...assets need research, trading, securities lending and innovative portfolio strategies, they turn to the SSM business unit. As our investment research and trading arm, SSM’s number one goal is to enhance and preserve our clients’ portfolio values by applying technology,...Full timeTemporary workWork at officeFlexible hours
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