Managing Director (Fixed Income/Real Estate) Id-1202

Our Client is a privately held alternative investment firm currently seeking a Managing Director for their growing Structured Products/Fixed Income platform. Ideal individual will step into the leading role, managing/ mentoring a small team and leveraging the firms' existing infrastructure responsible for scaling Mid-West Branch with a focus on industry specialization and underwriting expertise.

Firm is looking for a strong leader who will cultivate portfolio insights, develop the value proposition, and deliver the strategy. Your role will include accountability for developing a practice focused on providing a customized business solutions platform, including but not limited to development and execution of new business, championing the strategic and operational planning process for growth of new division.

Key Responsibilities:

What you need to succeed:

  • 10+ years of experience in the alternative investment industry
  • 10+ years of experience in selling and delivering portfolio management services to clients, ideally in the Insurance/Financial Services sector
  • CFA designation is strongly recommended; MBA/MFE (or equivalent) is preferred
  • Demonstrated experience in building trusted advisor relationships within Insurance business in relevant insurance markets, private equity, private credit/insurance vertical M&A
  • Highly motivated, entrepreneurial, and team-oriented candidates with strong problem-solving skills
  • Team orientation and influencing skills
  • Strategic and entrepreneurial mindset
  • An ability to work through others to influence outcomes, as well as a willingness to “roll-up your sleeves” to get things done
  • Track record of successfully building growth plans and accelerating business development within Insurance vertical
  • Knowledge of broad asset classes across the investment spectrum
  • Problem solver, with demonstrated ability to deliver innovative solutions
  • Ability to cultivate strong working relationships across various functional areas (Investments, ALM, Treasury, Risk and Finance)
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