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Director (Real Estate/Credit Investments)

Coda Search

Coda Search

New York, USA · Remote
Posted on Feb 6, 2025

Our Client is a growing alternative asset management firm currently seeking a Director for their growing Real Estate/Debt practice. Ideal individual will step into the leading role, managing and scaling the firms' new Mid-West Team, crafting the strategy for business line

with a focus on CRE Investments (structuring and origination) working closely with legacy Investment Committee.

Firm is looking for a strong leader who will cultivate portfolio insights, develop the value proposition, and execute strategy. Your role will include accountability for developing a practice focused on providing a customized CRE platform, including but not limited to development and execution of new business, championing the strategic and operational planning process for growth of new division.

Key Responsibilities:

  • Expand business line dedicated to insurance clientele, including development of business models, revenue streams, and a go-to-market strategy. Ensure compliance with industry regulations and best practices
  • Lead the development & management of CRE Structured Finance platform
  • Develop of compelling value propositions and market leading products and services based on firms current and future client needs in the specific Insurance industry best practice.
  • Responsible for credit review, origination oversight, and investment committee recommendation
  • Advise clients and oversee implementation of strategic and implementation issues, such as asset allocation, investment manager / vehicle selection and oversight, risk / performance management and evaluation, and research on investment management strategies
  • Drive the development of internal products tailored to the clients insurance sector's unique needs
  • Product management of proprietary financial institutions solutions
  • Manage the fundamental due diligence and analytical effort during the insurance transaction process.
  • Partner across the firms various business units to deliver value for the firm
  • Develop a network of contacts within the Insurance/Alternative Investment community through deal negotiations, due diligence activities and attendance at industry conferences and other networking opportunities.
  • Partnering with asset class investment teams to implement strategic and tactical asset allocation decisions, including evaluating deployment opportunities in furtherance of overall portfolio objectives
  • Conduct research across private & public credit markets, including collaborating with dedicated sector investment teams to maintain real-time views on asset class characteristics and performance drivers
  • Create key presentations for insurance company clients, rating agencies, and investors
  • Lead day-to-day portfolio management for insurers, including strategic asset allocation analysis, portfolio construction optimization, and custom liability-hedging & asset-liability matching analysis
  • Develop and maintaining portfolio models, performance & risk analytics, and other relevant monitoring / reporting tools.
  • Collaborate with our Research, Engineering, Legal, Compliance and Finance teams to take products from conceptualization to launch. Develop and execute a comprehensive product strategy that leverages our capabilities to create innovative solutions

What you need to succeed:

  • 10+ years of experience in the alternative investment industry
  • 10+ years of experience in selling and delivering portfolio management services to clients, ideally in the Insurance/Financial Services sector
  • CFA designation is strongly recommended; MBA/MFE (or equivalent) is preferred
  • Demonstrated experience in building trusted advisor relationships within Insurance business in relevant insurance markets, private equity, private credit/insurance vertical M&A
  • Highly motivated, entrepreneurial, and team-oriented candidates with strong problem-solving skills
  • Team orientation and influencing skills
  • Strategic and entrepreneurial mindset
  • An ability to work through others to influence outcomes, as well as a willingness to “roll-up your sleeves” to get things done
  • Track record of successfully building growth plans and accelerating business development within Insurance vertical
  • Knowledge of broad asset classes across the investment spectrum
  • Problem solver, with demonstrated ability to deliver innovative solutions
  • Ability to cultivate strong working relationships across various functional areas (Investments, ALM, Treasury, Risk and Finance)