Head of US Portfolio Strategy

2 days ago

San Francisco, California, United States Community Investment Management LLC Full time
Job Title: Head of US Portfolio Strategy

Community Investment Management LLC is seeking a seasoned investment executive to lead our US investment team and drive the growth of our portfolio in the US market.

About the Role:

The Head of US Portfolio Strategy will be responsible for managing a pipeline of fintech credit investment opportunities, building a strong sourcing referral network, and overseeing the conducting of thorough due diligence and financial analysis on prospective investees.

The successful candidate will have a solid track record of investments and of leading rapid growth at an asset management firm, with a strong understanding of financial modeling and structuring skills and experience in negotiating.

The ideal candidate will be passionate about financial inclusion, relentlessly inquisitive about identifying emerging fintech trends, and constructively obsessed about assessing the best emerging teams and companies.

Key Responsibilities:
  • Manage a pipeline of fintech credit investment opportunities
  • Build a strong sourcing referral network
  • Oversee the conducting of thorough due diligence and financial analysis on prospective investees
  • Lead the investment team in investment negotiations, documentation, and execution
  • Proactively explore and participate in structuring solutions that fit market and product needs
  • Build upon existing and construct new investment theses by analyzing and assessing new markets and fintech verticals
  • Oversee the investment team in synthesizing findings, develop perspectives on companies in an analytical way with limited information, and create detailed investment memos and make recommendations to the investment committee
  • Work closely with all teams in other CIM office locations on investments, investor reporting, risk reporting, and technology coordination
  • Oversee the monitoring of existing investments with periodic analytical reviews
  • Amplify CIM's brand, presence, and influence in target markets by deepening CIM's networks and curating high-impact events/workshops, etc.
  • Manage and build out the team of investment professionals
  • Build and cultivate strong external relationships with industry peers, equity fund managers, and other stakeholders
  • Contribute to CIM's fund-raising efforts, its brand recognition, and overall CIM positioning in the market
Requirements:
  • 15-20 years of previous work experience, ideally with a background in fintech, debt financing, and structuring
  • Domain knowledge in fintech verticals and business models preferred
  • Solid track record of investments and of leading rapid growth at an asset management firm
  • Strong understanding of financial modeling and structuring skills and experience in negotiating
  • Passionate about financial inclusion, relentlessly inquisitive about identifying emerging fintech trends, and constructively obsessed about assessing the best emerging teams and companies
What We Offer:

Competitive base salary in the range of $250,000 to $350,000 depending on qualifications and experience, as well as discretionary performance-based bonuses.

Comprehensive benefits package, including health, dental, and retirement plans.

Opportunity to work in a small, fluid, ambitious, and highly collaborative global team with a high degree of autonomy, self-motivation, and discipline.

Chance to make a meaningful impact on the world by driving financial inclusion and improving financial health of communities.

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