SVP, Chief Investment Officer

2 weeks ago


Addison, United States Sonida Senior Living Full time

Central Support Center Addison, TX 75001, USA

Description

Sonida Senior Living is one of the nation’s leading operators of independent living, assisted living and memory care communities for senior adults. The Company operates71communities that are home to nearly7,800 residents across 18 states providing comfortable, safe, affordable communities where residents can form friendships, enjoy new experiences and receive personalized care from dedicated team members who treat them family. Job Summary: Lead the Investment Function for the company by developing and deploying strategies to improve and grow the portfolio of holdings for the Company. Supervise a team of qualified individuals and develop short and long-term investment plans, recommend investments and assigns assets. Responsibilities: Establish effective and well-organized investment strategies and processes. Write clear and well-informed investment recommendations based on thorough research and analysis. Organize regular investment reports and reviews, including quantitative and qualitative portfolio studies. Attend annual meetings, review quarterly financial statements, and remain up-to-date with any important valuation or policy changes. Lead the investment strategy for the company. Perform regular administration duties of all investment files. Help manage and uphold current client relationships. Education and Experience: Bachelor’s Degree in Business, Finance or Relate field Minimum of 10 years experience preferred in the Finance/Investments field Must possess strong analytical and problem-solving skills. Exceptional oral and written communication skills. Exceptionally detail-oriented. Demonstrate ability to meet deadlines. Must have the ability to multitask. Must be able to operate effectively in a fast-paced environment with attention to detail. Able to develop a positive rapport with employees and outside vendors. Must be proficient in Microsoft Office including, Word, PowerPoint, and Excel. Skill/ knowledge requirements: Excellent decision-making skills to select the right investments Forecasting ability to make predictions about future investment performance Demonstrated analytical skills to interpret complex financial data Oral and written communication skills to conduct meetings, give presentations and write reports Strong research skills to explore new investments Extensive knowledge of finance and the markets Ability to use accounting, spreadsheet and investing software programs Management skills to lead the company’s investment team

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