Investment Manager

5 days ago

Cincinnati, Ohio, United States Western & Southern Life Full time
Job Title: AVP/Senior Investment Manager

Overview:

The AVP/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 work independently and make decisions with minimal supervision.

Responsibilities:

  • Lead and participate in deal teams for prospective investments.
  • Oversee investment analysts on deal teams and various projects.
  • Manage relationships with existing investments.
  • Represent the firm in business development, conferences, and speaking engagements.
  • Sources various investment opportunities.
  • Participate in marketing meetings.
  • Edit and review reporting information on underlying investments.
  • Attend events with limited partners, general partners, and portfolio company management.
  • Write reports and investment memoranda, and direct analysis in various investments.
  • Write communications for quarterly and annual reports.
  • Edit and respond to Requests for Proposals on new business initiatives.
  • Attend meetings with Managers of prospective and existing investments.
  • Lead 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.
  • Proven strong project management skills.
  • 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.
  • Proven superb presentation skills with experience conveying information in a clear, focused, and concise manner.
  • 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.

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