Vice President, Capital & Investments

Intermedia Group•Kansas City, KS

About The Position

The Vice President, Capital & Investments serves as a senior investment executive and strategic partner to the Chief Investment Officer (CIO). The role leads execution of the enterprise investment management platform, including capital allocation, portfolio oversight, investment governance, and long-term value creation across public and private investments, real estate, operating businesses, and affiliated investment entities. The successful candidate combines institutional investment expertise with business acumen to support capital allocation priorities for a large, privately held operating enterprise. The position provides day-to-day leadership of the investment function and develops recommendations for the CIO and other decision-makers. It operates with significant autonomy within approved investment policies, strategic asset-allocation parameters, delegated authority limits, and established governance processes. The Vice President makes portfolio and operational decisions within delegated authority and prepares recommendations on matters reserved for the CIO, investment committees, executive leadership, or boards. The role also has broad financial leadership and people-management responsibilities, including financial planning, budgeting, forecasting, risk management, operational planning, resource management, talent development, and change management. The position is based in Kansas City, Missouri; relocation assistance is available. The stated base salary is $200,000 to $300,000.

Requirements

Bachelor’s degree in finance, accounting, economics, or a related field, or equivalent relevant experience.
12 or more years of experience in real estate, financial management, or accounting.
Extensive experience managing substantial financial portfolios, including exposure to capital allocation decisions.
Experience presenting to investment committees, boards of directors, or executive leadership teams.
Advanced real estate financial modeling skills.
Organizational skills.
Ability to manage budgets, maximize profitability, and generate future work through relationship-building.
Ability to build relationships and collaborate with internal and external teams.

Nice To Haves

Master of Business Administration (MBA).
Chartered Financial Analyst (CFA) certification, candidate status, or designee.

Responsibilities

Partner with the CIO to develop and implement capital allocation strategies for enterprise-wide assets, including equity and debt holdings, real estate, operating businesses, and diversified business ventures.
Collaborate with the CIO to define decision-making matrices for operational and strategic investment allocation decisions, and provide analysis and recommendations to final decision-makers.
Lead total portfolio analysis across enterprise and affiliated capital pools, including asset allocation, liquidity, risk exposure, leverage, downside scenarios, cash-flow planning, and long-term return opportunities.
Evaluate, recommend, and deploy capital across public securities, alternative investments, real estate, operating business investments, and strategic acquisitions.
Ensure investment decisions align with long-term enterprise objectives and risk tolerances, and lead regular evaluations of short- and long-term investment and portfolio strategy.
Monitor and report on diversified investment portfolios across public and private asset classes, including real estate holdings and investments.
Lead development of financial models, return thresholds, and investment performance metrics across the organization, including for real estate assets.
Communicate critical investment information to executive leadership, operating business leaders, and the investment team.
Monitor new investment opportunities and emerging asset classes, and collaborate with the CIO on integrating them into the portfolio while maintaining risk and return thresholds.
Lead investment due diligence, underwriting, and manager selection; oversee final analysis and recommendation presentations to senior leadership and the board of directors.
Advise on family enterprise capital and affiliated investment entities, supporting analysis related to multi-generational capital preservation and wealth planning.
Develop and enhance investment reporting, performance analytics, and risk dashboards.
Translate complex investment concepts into actionable business recommendations.
Own financial plans, budgets, and forecasts for the work program to manage risk and variance and maximize contributions to revenue and margin.
Direct financial management across one or more levels of employees; review financial data, reports, and records; and ensure compliance with relevant procedures.
Set and communicate financial targets and goals, monitor financial performance, assess and mitigate financial risks, and translate corporate plans and targets into work-program plans.
Contribute to corporate planning, budgeting, and issue resolution; develop business plans and make operational decisions within broader financial goals and constraints.
Promote effective communication, teamwork, and recognition throughout the work program.
Oversee short- and long-range operational planning and resource management through one or more levels of direct reports.
Develop and implement talent management strategies, including performance management, bench-strength development, feedback, recruiting and staffing, employee learning and development, employee-relations matters, workforce planning, and compensation management.
Provide feedback and coaching to support employee performance, learning, and career development.
Support corporate change initiatives and develop plans to manage change within the work program.