Capital & Investment Vice President
About The Position
The Vice President, Capital & Investments is a senior investment executive who partners closely with the Chief Investment Officer (CIO) to execute the organization's enterprise-wide investment strategy and capital allocation priorities. The role oversees portfolio strategy, investment analysis, capital deployment, risk management, investment governance, and performance reporting across a diversified portfolio that includes public and private securities, real estate, operating businesses, strategic acquisitions, and affiliated investment entities. The successful candidate combines institutional investment expertise, advanced financial modeling capabilities, and strong business acumen to support disciplined capital allocation and long-term value creation. Operating with significant autonomy within established investment policies and delegated authority, the Vice President develops actionable recommendations for executive leadership, investment committees, and boards of directors while safeguarding enterprise capital, liquidity, and risk objectives.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field; equivalent relevant experience may be considered in lieu of the stated educational requirements.
- Minimum of 12 years of experience in real estate, financial management, accounting, or a related field.
- Extensive experience managing substantial financial portfolios and evaluating capital allocation decisions.
- Demonstrated expertise in investment analysis, portfolio oversight, financial planning, and risk management.
- Experience preparing and presenting investment recommendations to executive leadership, investment committees, or boards of directors.
- Strong financial modeling and analytical experience, particularly involving real estate investments.
Nice To Haves
- Master of Business Administration (MBA).
- Chartered Financial Analyst (CFA) designation, candidacy, or relevant progress toward the designation, as applicable.
Responsibilities
- Partner closely with the Chief Investment Officer to execute the organization's enterprise-wide investment strategy and capital allocation priorities.
- Oversee portfolio strategy, investment analysis, capital deployment, risk management, investment governance, and performance reporting across a diversified portfolio.
- Develop actionable recommendations for executive leadership, investment committees, and boards of directors.
- Make portfolio and operational decisions within delegated authority and approved investment policies, strategic asset allocation parameters, and governance processes.
- Develop recommendations for investment decisions requiring approval from the CIO, investment committees, executive leadership, or the board of directors.
- Safeguard enterprise capital, liquidity, and risk objectives.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
