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Senior Investment Manager

1 month ago

Cincinnati, Ohio, United States Western & Southern Life Full time
Job Summary

The Senior Investment Manager is a key member of the Private Equity team at Western & Southern Life, responsible for leading deal teams and overseeing investment analysts on various projects. This role requires strong analytical and communication skills, with the ability to effectively interact with all levels of staff and management.

Key Responsibilities
  • Lead and/or participate on deal teams for prospective investments.
  • Oversee investment analysts on deal teams and on various projects.
  • Manage the relationship management for existing investments.
  • Represent the firm for business development, conferences, and speaking engagements.
  • Sources various investment opportunities.
  • Participates in marketing meetings.
  • Edits and reviews reporting information on underlying investments.
  • Attends events with limited partners, general partners, and portfolio company management.
  • Writes reports and investment memoranda, and directs analysis in various investments.
  • Writes communications for quarterly and annual reports.
  • Edits and responds to Requests for Proposals on new business initiatives.
  • Attends meetings with Managers of prospective and existing investments.
  • Leads negotiating terms for investment documents.
Qualifications
  • Minimum five to seven years of related business experience (preferably financial analysis, corporate development, investment management, consulting, or private equity).
  • Minimum four years of relevant private equity experience or operate at a level consistent with this experience (investing, consulting, transaction, operating).
  • Proven advanced abilities, experience, and skills with Excel models.
  • Demonstrated excellent verbal and written communication skills with ability to convey information, verbally and in writing, to internal and external customers in a clear, accurate, focused, and concise manner.
  • Demonstrated ability to effectively interact and communicate with all levels of staff and management.
  • Demonstrated experience effectively influencing a group to a recommended course of action.
  • Proven experience coordinating multiple projects/assignments simultaneously, and completing assigned tasks, independently, accurately, and on a timely basis.
  • Must demonstrate strong attention to detail with excellent organizational skills and process orientation.
  • Expected to cite examples of organization and time management methods used to manage or prioritize workload demands.
  • Must demonstrate project management experience in planning, executing, and maintaining a project from start to finish.
  • Proven strong project management skills.
  • Must cite examples of developing, organizing, initiating, and maintaining a project and successful accomplishing set goals.
  • Proven strong analytical skills, including demonstrated experience identifying, defining, and resolving complex problems, and collecting, quantifying, or interpreting data to establish facts, draw valid conclusions, and provide creative resolutions.
  • Must be able to cite examples of good decision-making skills when dealing with multiple alternatives.
  • Demonstrated ability to conceptualize and use new methodologies.
  • Proven experience in working with complex programs that require identifying complex data and analyzing the quality of the output provided.
  • Proven superb presentation skills with experience conveying information in a clear, focused, and concise manner.
  • Demonstrated use of strong listening and communication techniques.
  • Demonstrated ability to handle confidential information.
Work Setting
  • Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer, or with other standard office equipment, or while in meetings.
  • Requires visual acuity to read a variety of correspondence, reports, and forms, and to prepare and analyze data.
Educational Requirements
  • Bachelor's degree from a prestigious university.
  • MBA preferred.
Computer Skills and Knowledge of Hardware & Software Required
  • Proficient in word processing and spreadsheet applications.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
  • None required.
Position Demands
  • Extended hours required during peak workloads or special projects.
  • Extensive travel required by car or plane.