Investment VP Job Description

Investment VP Job Description

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Investment VP provides analytical support for investment and strategic business decisions related to real estate investment opportunities and capital structure execution.

Investment VP Duties & Responsibilities

To write an effective investment VP job description, begin by listing detailed duties, responsibilities and expectations. We have included investment VP job description templates that you can modify and use.

Sample responsibilities for this position include:

Liaise with third party administration, operational and maintenance providers to ensure a proper balance between internal control and operational efficiency at operating project level and to ensure accurate, timely and comprehensive reporting of asset performance by each asset on a monthly basis
Maintain MIS reporting and trending analysis
Managing the service delivery from Trustee/s, Administrators and other such service providers and ensuring requirements are achieved
Ongoing management of relationships and conducting regular service reviews
Maintenance of service level agreements
Review and approval of fees levied by service providers
Management of the capital call processes
Generate geoscience presentation materials including maps, cross-sections, regional geology studies and other exhibits for pitch books, executive summaries and data room presentations
Review and assessment, in conjunction with the technical operations team, of monthly operational and financial reports
Review, implementation and monitoring of annual budgets for all portfolio assets

Investment VP Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Investment VP

List any licenses or certifications required by the position: CFA, CIMA, MBA, CFP, PMP, CAIA, AWS, B/D, RIA

Education for Investment VP

Typically a job would require a certain level of education.

Employers hiring for the investment VP job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in MBA, Finance, Business, Economics, Accounting, Business/Administration, Financial Services, Graduate, Engineering, Law

Skills for Investment VP

Desired skills for investment VP include:

Investment products and real estate markets
Fixed income
Microsoft Office Suite
PowerPoint
SNL
Thomson Financial
Capital IQ
Relevant information resources: Bloomberg
Experience in TMT industry
Equities and alternatives

Desired experience for investment VP includes:

Knowledge of applicable laws and regulatory requirements including broker/dealer, fiduciary, and registered investment advisor regulations, and merchant banking rules
At least 4 years experience in Investment Banking post MBA
University graduate in Business, Finance and/or related discipline with at least 12 years experience in financial industry, with solid investment management background
4-6 years of experience including analyzing, advising, developing and executing strategic investment banking transactions internationally in diverse industries
Knowledge of investment products - minimum 6 years experience, ideally in cash equities trading and research
Undergraduate degree in Finance or related field

Investment VP Examples

1

Investment VP Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of investment VP. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for investment VP
  • Manage the purchase order process for vendors to ensure quality vendor management
  • Research, develop, backtest, and deploy quantitative models for financial planning
  • Evaluate 3rd-party financial products
  • Develop new financial products
  • Conduct investment and financial research
  • Lead the creation of research papers
  • Lead and consult to initiatives, both large and small, and manage resources as needed
Qualifications for investment VP
  • Master Degree in Business Administration (MBA) or related field and a minimum of four (4) years of experience in the financial services industry
  • Ability to take sole ownership of complicated projects - including determining detailed action steps, following through, and arriving at successful outcomes
  • Ability to solve problems, especially for new or unique challenges or roadblocks that arise
  • Provide analytics for business decisions and strategy papers
  • Compile and interpret key client metrics to determine client profitability
  • Assist with competitive benchmarking & market analyses
2

Investment VP Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of investment VP. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment VP
  • Required to liaise closely with the Product Development team to ensure a smooth launch/corporate action process and also with other senior client facing personnel to ensure that JPMAM builds on its market leading position
  • Plan, write and edit original and topical content on key themes against tight deadlines such as whitepapers, and markets/product commentaries
  • Management of the junior banker IBC rotational program
  • Driving efficiencies in policies and procedures which entails negotiating with key stakeholders globally to find a balance between achieving efficiencies while maintaining sufficient governance
  • Partner with IBCM Legal to ensure the quality of transaction review is consistent
  • Provide guidance to committee members, deal team bankers and IBC Coordinator(s) on IBC and other committee rules and procedures
Qualifications for investment VP
  • A self-motivated individual who is enthusiastic and has a keen interest in risk and control frameworks the regulatory landscape
  • Strong and proven experience gained within a financial institutions including monitoring experience
  • Degree level with relevant recognised qualification (ACCA, ACA, CIMA, CFA), or equivalent years-served industry experience
  • Effective project discipline with a track record in determining and implementing change
  • Strong prioritisation skills and the ability to manage differing requirements from multiple stakeholders
  • Strong team player with excellent verbal and written communication capabilities – ability to interact with all levels, including independent fund/company directors, portfolio managers, industry groups, external auditors and senior internal management
3

Investment VP Job Description

Job Description Example
Our growing company is hiring for an investment VP. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investment VP
  • Develop and maintain due diligence and oversight frameworks for portfolio management activities
  • Enhance existing management information for the relevant stakeholders
  • Writing and editorial support for monthly, quarterly and annual fund commentaries—particularly for our focus fund factsheets
  • Investment Management Certificate or similar asset management qualification
  • Good command of English and Chinese (including Mandarin)
  • At least 5 years relevant work experience (previous experience as an IT risk manager, IT auditor, control officer, technology risk consultant is an advantage)
Qualifications for investment VP
  • Above all, the candidate must possess initiative and creativity, and be able to effectively direct and influence others to achieve desired goals
  • Confidence and experience to act independently
  • Knowledge of Alternative Fund technology systems such as Advent Geneva, Sungard VPM, Eze Castle OMS, Bloomberg AIM, WSO
  • A minimum of 4 year's experience in investment banking, working for either a sector or M&A team
  • Editorial support for our Market Insights programme, which includes regular market and investment insight papers covering a broad range of asset classes and products
  • Producing post-event write ups for high profile summits and key investor events
4

Investment VP Job Description

Job Description Example
Our company is growing rapidly and is looking for an investment VP. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investment VP
  • Complete the financial modeling of low-income housing tax credit investment partnerships, taking into account financial structure and pricing, sources and uses of construction, detailed underwriting analysis of the real estate market, rents and expenses, tax concepts, and stress scenarios
  • Prepare the initial Letter of Intent and revisions required by investment committee
  • Review and negotiate the partnership agreement and other legal documents
  • Review due diligence, and ensure other members of the deal team are addressing their assigned responsibilities
  • Bring resolution to tax issues, and coordinate with outside counsel
  • Prepare the detailed investment summary narratives and present tax credit investments to Red Stone’s investment committee with the ability to outline transaction merits, key risks and mitigants, the transaction structure, the real estate market, and pricing
  • Assist the Investor Relations department with obtaining answers to investors’ or third party due diligence providers’ questions, run additional scenarios, and provide general assistance throughout the sales process
  • Conduct real estate site visits with Developer or Investor partners
Qualifications for investment VP
  • Solid knowledge of general IT controls, application, operating system, database and network security
  • Ability to exert influence and build relationships with all levels of business partners (both technology and business environments)
  • Tertiary education from a reputable university
  • At least 6-8 years related experience in a similar role in private banking
  • CFA, or at a minimum, have passed parts 1 and 2
  • BA/BS in Finance, Economics, Accounting or related field with a minimum of 4 years relevant work experience in investments
5

Investment VP Job Description

Job Description Example
Our growing company is looking for an investment VP. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for investment VP
  • Participate as a member of the FAD Product Review Committee to reasonably ensure compliance with all applicable rules and regulations
  • Administer WRI’s Code of Ethics program and personal trade review process for covered access persons
  • Work closely with FAE investment teams to deeply understand critical investment issues
  • Creatively answer those issue using data science and identifying, acquiring and manipulating diverse data sets
  • Utilize advanced computational techniques to capture investment insight from large unstructured data sets
  • Prepare & visualize the analysis to investment teams
  • Scale the investment conclusions across Active Equities
Qualifications for investment VP
  • Ability to manage multiple competing deadlines, with exceptional attention to detail
  • Ability to communicate effectively in both written and verbal forms and at all levels of the organization
  • Experience with BlackRock Aladdin, Burgiss and Private I is a plus
  • Obtain local regulatory license, SITCA Sales, or Senior Security Sales
  • Good financial services experience, preferably in Audit or Monitoring/Testing or Regulatory Examinations related roles
  • Being the point person for the co-head of the GIM Solutions business based in New York members of the management team and team leads in the region (New York and Columbus)

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