Vice President of Investments

4 weeks ago


Dallas, Texas, United States EFL Associates, a CBIZ Company Full time
Investment Leader Opportunity

We are proud to partner with our client, a privately held company, to find their next Investment Leader. Our client's diverse investment portfolio includes business enterprises in various industries such as real estate, marketable securities, and other investments.

The Investment Leader opportunity requires an analytically strong team member who possesses excellent communication skills and desires to be part of a fast-paced group focused on driving results while challenging each other and the organization to continually improve.

The successful candidate will join a family office team advocating for portfolio design and asset allocation of alternative investments, sourcing and evaluating new investment opportunities, and working on various investment and analytical projects.

Key Responsibilities:

  • Advise on portfolio design and asset allocation
  • Sourcing and evaluating new investment opportunities
  • Working on investment and analytical projects
  • Collaborating with the Chief Financial Officer and other executives

Preferred Qualifications:

Please view the link below for more information on the responsibilities and preferred qualifications.

To apply, please send your resume to the designated contact.



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