Demo

Director - Client Solutions (Real Estate/Debt)

Coda SearchStaffing
Minneapolis, MN Full Time
POSTED ON 1/13/2025
AVAILABLE BEFORE 4/9/2025

Our Client is a growing alternative asset management firm currently seeking to add an Director to their growing Real Estate Investments practice. Ideal individual will play the leading role advising / constructing custom investment portfolios based upon clients' investment goals, and investment agendas.

Ideal candidate will be tasked with working with Firms' Executive Team with purpose of championing the framework for strategy of business line's growth and delivering customized investment solutions to firms' existing and future insurance clients to achieve objectives within the return, risk, regulatory, capital and accounting environment within their specified business agendas.

Key Responsibilities :

  • Assist with scaling 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
  • Calibrate with Real Estate Investment Team, working closely with multiple internal stakeholders to optimize strategy for growing insurance clientele
  • 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
  • Insurance business unit project portfolio management and report syndication
  • 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
  • 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)
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