VP Investments (CRE/Debt)

Our Client is a privately held alternative investment firm currently seeking a VP/Director for their growing Alternatives platform. Ideal individual will step into the leading role, managing and scaling the firms' the Commercial Real Estate Debt platform, crafting the strategy for business line

with a focus on industry specialization and underwriting expertise.

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 developing a practice focused on providing a customized business solutions platform, including but not limited to development and execution of new business, championing the strategic and operational planning process for growth of new division.

Key Responsibilities:

• Build a new business line dedicated to insurance, including development of business models, revenue streams, and a go-to-market strategy. Ensure compliance with industry regulations and best practices
• Develop of 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.
• Partnering 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 maintaining 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)