Job Description:
The Vice President of Investment & Asset Management is responsible for driving the end-to-end investment lifecycle from capital strategy and fundraising to portfolio/asset value creation, risk oversight, and exit optimization. The role leads corporate finance initiatives, structures and raises capital, manages multi-asset portfolios, and implements robust risk and financial asset management frameworks to maximize long-term returns and protect downside risk.
Key Responsibilities
1) Corporate Finance
- Lead capital structure planning, balance sheet optimization, and liquidity management.
- Oversee financial modelling, valuation, and scenario/stress testing for strategic decisions, M&A, and corporate actions.
- Manage budgeting, long-range planning, and capital allocation frameworks across business units/assets.
- Support Board/ExCo with data-driven recommendations and investment committee materials.
2) Fund Raising / Capital Markets
- Design and execute fundraising strategies (equity, debt, mezzanine, project finance, bonds, syndicated loans).
- Build and maintain relationships with LPs, banks, DFIs, sovereign funds, family offices, and other capital providers.
- Lead due diligence, information memoranda, term sheet negotiations, and closing processes.
3) Asset Management
- Own post-investment value creation plans, KPI tracking, and performance improvement initiatives at the asset level.
- Drive operational excellence, cost optimization, and capital expenditure prioritization.
- Monitor asset lifecycle (acquisition, development, operations, refinancing, divestment).
4) Portfolio Management
- Construct and manage a diversified portfolio aligned with risk/return targets and mandate constraints.
- Continuously evaluate portfolio performance, rebalance exposures, and optimize holding periods.
- Prepare and present quarterly portfolio reviews to the Investment Committee/Board.
5) Risk Management
- Establish and maintain comprehensive market, credit, liquidity, and operational risk frameworks.
- Implement hedging strategies (FX, interest rate, commodity) as needed.
- Ensure regulatory, covenant, and policy compliance across all investments and financing structures.
6) Financial Asset Management (Treasury & Cash/Yield Optimization)
- Oversee management of liquid financial assets, surplus cash deployment, and short-term instruments.
- Set guidelines for counterparty limits, duration, and liquidity buffers.
- Maximize yield while safeguarding capital and ensuring liquidity for operations and investments.
7) Governance, Policies & Reporting
- Lead Investment Committee documentation, approvals, and post-deal monitoring protocols.
- Develop and enforce investment policies, risk limits, and ESG/impact reporting (if applicable).
- Produce high-quality, timely reports for internal and external stakeholders (Board, lenders, investors).
8) Team Leadership & Stakeholder Management
- Lead and mentor a high-performing team of analysts/managers across finance, investment, and risk.
- Coordinate cross-functionally with Legal, Tax, Strategy, and Operations.
- Represent the company with investors, partners, and regulators.
Qualifications
Education & Certifications
- Bachelor's degree in finance, Economics, Accounting, Engineering, or related field.
- MBA, master's in finance, or equivalent advanced degree preferred.
- Professional certifications such as CFA, CPA, CAIA, or FRM are highly valued.
Experience
- 1015+ years of progressive experience in investment management, corporate finance, private equity, asset management, or investment banking.
- Demonstrated track record in capital raising, portfolio/asset optimization, and risk management.
- Strong experience presenting to Investment Committees/Boards and leading complex deals.
Technical & Soft Skills
- Advanced financial modelling, valuation, and structuring expertise.
- Deep understanding of capital markets instruments and funding structures.
- Strong risk management acumen and familiarity with regulatory requirements.
- Excellent stakeholder management, negotiation, and communication skills.
- Strategic thinker with hands-on execution capability and leadership presence.
Success Metrics / KPIs (examples)
- Fundraising effectiveness: Amount raised vs. target, cost of capital, time-to-close.
- Portfolio returns: IRR, MOIC, ROIC, NAV growth, dividend/distribution yield.
- Asset performance: EBITDA margin improvement, occupancy/yield (if applicable), cash flow coverage ratios.
- Risk metrics: Compliance with covenants, VaR/Stress test thresholds, hedging effectiveness.
- Process quality: On-time reporting, accuracy of forecasts vs. actuals, investment committee cycle times.
- Team & governance: Retention and development of team, adherence to IC policies, audit findings.
Required Skills:
Asset Management Management