Senior Investment Manager

2 days ago


Houston, Texas, United States Cadence Bank Full time
About the Role

Cadence Bank is seeking a highly skilled Senior Vice President of Alternative Investments to join our Alternative Investments Department. As a key member of our team, you will be responsible for managing a growing portfolio of private credit, private equity, and real estate fund investments on behalf of Cadence Bank.

Key Responsibilities
  • Sourcing and evaluating prospective investments through active calling efforts and industry research
  • Monitoring the financial performance of individual funds and identifying potential risks and opportunities
  • Covering industry conferences and annual meetings to stay up-to-date on trends and regulatory changes in the private investment industry
  • Partnering with Cadence Bank teammates to build relationships with fund managers and identify potential business opportunities
  • Facilitating ancillary business opportunities with Cadence Bank lenders and tracking underlying portfolio company investments
  • Providing guidance and mentoring to credit analysts in the underwriting process and evaluating the soundness of financial analysis
  • Assisting in the completion of investment approval package documents and presenting proposed fund investments to the Alternative Investments Working Group
Requirements
  • Interest in and knowledge of private investment markets
  • Ability to interact with all levels of management, work within a team environment, and work independently
  • Excellent technical and analytical skills, with proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint
  • Polished negotiation and presentation skills, with a strong understanding of financial statements, accounting principles, and industry data sources
  • Bachelor's Degree in Business, Accounting, Finance, Economics, or equivalent experience, with a CFA or CAIA designation preferred
  • 10-15+ years of work experience in a credit or investment position required
About Cadence Bank

Cadence Bank is a leading financial institution with a commitment to excellence and a passion for innovation. We offer a dynamic and supportive work environment, with opportunities for professional growth and development.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



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