SVP Finance, Investments

2 months ago


dallas, United States Tenfold Search & Advisory Full time

A sustainable infrastructure investment platform specializing in energy and digital infrastructure is seeking an experienced SVP of Strategic Finance.


The role can be based in either New York City, Dallas, or Los Angeles.


Our client is dedicated to creating long-term value for investors, property owners, and stakeholders. They specialize in managing and acquiring real asset investments with a focus on sustainability and secure future growth.


As the SVP of Strategic Finance, you will report directly to the executive leadership team and play a pivotal role in shaping the company’s financial strategy. You will lead the development and management of a dynamic investment platform across real estate, digital infrastructure, and renewable energy sectors.


Your focus will be optimizing returns and ensuring the scalability of the firm’s portfolio.


This position offers a unique opportunity to drive growth within a forward-thinking investment platform, contributing to the company’s continued leadership in sustainable and impactful investments.


Key Responsibilities:

  • Lead the development, maintenance, and continuous improvement of the corporate financial model, offering strategic recommendations based on your analysis.
  • Oversee strategic planning processes, including the preparation of investor communication materials, board presentations, and quarterly reporting.
  • Provide key financial insights and analysis to support executive decision-making for capital planning, budgeting, and forecasting.
  • Collaborate with investment banks and financing partners to explore leverage strategies, delivering clear and actionable recommendations.
  • Regularly generate and present asset-level financial scenarios, identifying the impacts on the overall portfolio, and offering strategic recommendations.
  • Identify capital market opportunities and provide data-driven analyses to support strategic initiatives, including acquisitions and leverage strategies.
  • Partner with executive management to support fundraising efforts and develop unique financial structures to support growth.
  • Build and maintain relationships with lenders and investors, acting as a senior external representative of the firm.
  • Analyze and mitigate financial risks related to the company’s portfolio, including interest rates, currency fluctuations, and regulatory compliance.


Qualifications:

  • 10+ years of experience in finance, investment banking, private equity, or REITs, with a strong preference for experience in real assets, renewable energy, or digital infrastructure.
  • Demonstrated leadership and communication skills, with the ability to manage complex financial strategies and convey insights to key stakeholders.
  • Advanced proficiency in Microsoft Excel and PowerPoint.
  • Expertise in project management, with the ability to oversee multiple projects and mentor junior team members.
  • Strong track record of identifying and managing financial risks, along with the


  • SVP Investments

    2 months ago


    Dallas, United States Tenfold Search & Advisory Full time

    A sustainable infrastructure investment platform specializing in energy and digital infrastructure is seeking an experienced SVP of Strategic Finance.The role can be based in either New York City, Dallas, or Los Angeles.Our client is dedicated to creating long-term value for investors, property owners, and stakeholders. They specialize in managing and...


  • Dallas, United States Vaco Full time

    SVP, Accounting & FinanceDallas, TX - hybrid, 3 days onsiteCompensation: $185-225K + 20% BonusOne of Vaco's midmarket clients is looking to onboard an SVP of Accounting as part of a succession plan. The ultimate goal is for this person to step in to the outgoing CFO's role within the next 3-5 years. Ideal candidates will be keeping out of high-volume...


  • Dallas, United States Fisher Investments Full time

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor....

  • SVP, Private Banker

    7 months ago


    Dallas, United States NexBank Full time

    Company Overview:Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the “Bank”) is part of NexBank Capital, Inc. (the “Company”), a fully integrated financial services organization that includes a commercial and investment bank. NexBank is a leading regional bank with assets of $15 billion. Our clients include large corporations,...

  • Investment Counselor

    1 month ago


    Dallas, TX, Dallas County, TX; Texas, United States Fisher Investments Full time

    Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...


  • Dallas, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...


  • Dallas, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...


  • Dallas, United States Circa - IPG DXTRA Full time

    SVP (Freelancer) Temporary SVP, Influencer Golin Dallas is currently looking for an experienced, highly motivatedtemporary SVP. Your role will include identifying influencers who are relevant to the brand and managing influencer relationships in a mutually beneficial way to maximize your client's investment. You'll integrate across digital platforms,...


  • Dallas, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...


  • DALLAS, United States Fisher Investments Full time

    Do you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of...


  • Dallas, Texas, United States Fisher Investments Full time

    About UsFisher Investments is a privately-held, multi-billion dollar global investment firm dedicated to bettering the investment universe.Compensation and BenefitsThis role offers uncapped performance-based compensation with average earnings reaching mid-six figures within three to four years. Additionally, benefits include:100% paid medical, dental, and...


  • Dallas, TX, United States Fisher Investments Full time

    Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada?  Come join our firm as an Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that...


  • Dallas, United States Selby Jennings Full time

    Job Description: We are seeking a knowledgeable and experienced Investment Associate to join our team in Dallas. The Investment Associate will play a crucial role in private equity deal sourcing, live deal execution, and portfolio management. This position offers the opportunity to work closely with the Partners of the firm and interact directly with...


  • Dallas, United States Disability Solutions Full time

    Job Title:SVP, Corporate GovernanceLocation:TX - Dallas/IrvingWhat you'll do:The Corporate Governance team is situated within the Strategic Initiatives organization. Corporate Governance performs a range of oversight and support functions designed to promote control effectiveness, reduce operational risk, and optimize audit and exam outcomes.The SVP,...

  • VP, Finance

    2 weeks ago


    Dallas, TX, United States Macerich Full time

    Great people make great properties. As a shopping center developer of some of the nation’s best real estate in top markets, Macerich offers opportunities to work, grow and develop your unique talents. Apply now to help us shape the future of retail real estate while building a meaningful, rewarding, and balanced career.The Position on our Team: As a key...

  • SVP Operations

    2 weeks ago


    Dallas, TX, United States Rehrig Pacific Company, Inc. Full time

    Here at Rehrig Pacific, we are all about our people. Since 1913, our organization has focused on sustainable supply chain solutions while creating a culture and atmosphere where amazing people, like you, are celebrated for doing their best work. Rehrig Pacific has grown to meet the needs of our industry consumers across the country and internationally. We...


  • Dallas, Texas, United States Tolleson Wealth Management Full time

    Investment Advisory LeadershipTolleson Wealth Management invites applications for an Investment Advisory Lead position. This role presents an opportunity to take charge of client engagement teams, guiding them towards successful outcomes.Estimated Salary:$160,000 - $220,000 per yearAbout the JobResponsibilities include leading client meetings, developing...

  • Financial Counselor

    3 months ago


    dallas, United States Fisher Investments Full time

    Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor....


  • Dallas, United States Disability Solutions Full time

    Job Title:SVP, Corporate GovernanceLocation:TX - Dallas/IrvingWhat you'll do:The Corporate Governance team is situated within the Strategic Initiatives organization. Corporate Governance performs a range of oversight and support functions designed to promote control effectiveness, reduce operational risk, and optimize audit and exam outcomes.The SVP,...


  • Dallas, Texas, United States huntRED Full time

    Job OverviewhuntRED is a leading private equity firm in the United States, with a strong focus on investing in the North American lower middle market. We are seeking an experienced Private Equity Investment Analyst to join our team.ResponsibilitiesConduct thorough research on companies across various industries and subsectors, including financial analysis,...