Investment VP Job Description
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:
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:
Desired experience for investment VP includes:
Investment VP Examples
Investment VP Job Description
- 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
- 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
Investment VP Job Description
- 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
- 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
Investment VP Job Description
- 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)
- 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
Investment VP Job Description
- 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
- 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
Investment VP Job Description
- 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
- 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)