Confidential
Vice President of Investments
Confidential, Dallas, Texas, United States, 75215
We are proud to partner with our client, to find their next
Vice President of Investments
. Our client is a privately held company that includes a diverse investment portfolio of business enterprises in various industries such as real estate, marketable securities and other investments. Our client is based in Wichita, KS, but the VP of Investments can reside in Wichita, Greater Kansas City or the Dallas Metroplex.The
Vice President of Investments
opportunity requires an analytically strong team member who possesses excellent communication skills and desires to be part of a relatively small, fast-paced group which focuses on driving results while also challenging each other, and the overall organization to continually improve. The successful candidate will join a family office team advocating for portfolio design and asset allocation of a variety of alternative investments, sourcing and evaluating new investment opportunities and is expected to work on a variety of investment, analytical, projects, and other activities, given the evolution, complexity and anticipated continued growth of the portfolio. This investment leader will work closely with the Chief Financial Officer, the Vice President – Finance, as well interact frequently with other executives (including the President, Trustees and Finance Committee).To learn more about the Responsibilities and Preferred Qualifications please view the link below:Position SpecificationsTo
apply
please send your resume to Tamara at
tamara.wesely@eflassociates.comEDUCATION & EXPERIENCE• Bachelor’s degree in Finance, Economics, or related field• Seven or more (ideally 10+ years) of progressively responsible experience in institutionalinvestment management with broad asset classes, including private assets.• Professional certification as a Chartered Financial Analyst, Chartered Alternative AssetsAnalyst or, progress towards such designations, is highly preferred.• Knowledge of securities, insurance and mutual fund industries.
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Vice President of Investments
. Our client is a privately held company that includes a diverse investment portfolio of business enterprises in various industries such as real estate, marketable securities and other investments. Our client is based in Wichita, KS, but the VP of Investments can reside in Wichita, Greater Kansas City or the Dallas Metroplex.The
Vice President of Investments
opportunity requires an analytically strong team member who possesses excellent communication skills and desires to be part of a relatively small, fast-paced group which focuses on driving results while also challenging each other, and the overall organization to continually improve. The successful candidate will join a family office team advocating for portfolio design and asset allocation of a variety of alternative investments, sourcing and evaluating new investment opportunities and is expected to work on a variety of investment, analytical, projects, and other activities, given the evolution, complexity and anticipated continued growth of the portfolio. This investment leader will work closely with the Chief Financial Officer, the Vice President – Finance, as well interact frequently with other executives (including the President, Trustees and Finance Committee).To learn more about the Responsibilities and Preferred Qualifications please view the link below:Position SpecificationsTo
apply
please send your resume to Tamara at
tamara.wesely@eflassociates.comEDUCATION & EXPERIENCE• Bachelor’s degree in Finance, Economics, or related field• Seven or more (ideally 10+ years) of progressively responsible experience in institutionalinvestment management with broad asset classes, including private assets.• Professional certification as a Chartered Financial Analyst, Chartered Alternative AssetsAnalyst or, progress towards such designations, is highly preferred.• Knowledge of securities, insurance and mutual fund industries.
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