Investment Portfolio Manager, Sr. jobs in Cincinnati, OH

Overview

Summary of Responsibilities:

The AVP/Senior Investment Manager is a member of the Private Equity team with specific responsibilities serving on deal teams and leading the due diligence on investment opportunities. Oversees investment analysts on various projects. Serves as the primary relationship manager on certain investments and is active in sourcing and evaluating prospective investment opportunities. May serve as a portfolio manager for a specific strategy under direction of the Investment Committee. Participates in marketing meetings and client meetings. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Managing Director when necessary and updating Managing Director on a regular basis.

Responsibilities

Position Responsibilities:

• Leads and/or participates on deal teams for prospective investments.

• Oversees investment analysts on deal teams and on various projects.

• Manages the relationship management for existing investments.

• Represents the firm for business development, conferences and speaking engagements.

• Sources various investment opportunities.

• Participates in marketing meetings.

• Edits and reviews reporting information on underlying investments.

• Attends events with limited partners, general partners and portfolio company management.

• Writes reports and investment memoranda, and directs analysis in various investments.

• Writes communications for quarterly and annual reports.

• Edits and responds to Requests for Proposals on new business initiatives.

• Attends meetings with Managers of prospective and existing investments.

• Leads negotiating terms for investment documents.

• Performs other duties as assigned by management.

Qualifications

Selection Criteria:

• Must have a minimum five to seven years of related business experience (preferably financial analysis corporate development, investment management, consulting or private equity) or operate at a level consistent with this experience.

• Must have a 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. Proven ability to effectively interact and communicate with all levels of staff and management. Demonstrated ability to document procedures and activities in a manner that is understandable to others and prepared using a prescribed format. Verbal and written communications are to conform to proper rules of punctuation, grammar, diction and style.

• 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. Must demonstrate strong attention to detail with excellent organizational skills and process orientation. Expected to cite examples of organization and time management methods used to manage or prioritize workload demands. Must demonstrate project management experience in planning, executing and maintaining a project from start to finish.

• Proven strong project management skills. Must cite examples of developing, organizing, initiating and maintaining a project and successful accomplishing set goals.

• 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. Must be able to cite examples of good decision-making skills when dealing with multiple alternatives. Demonstrated ability to conceptualize and use new methodologies. Proven experience in working with complex programs that require identifying complex data and analyzing the quality of the output provided.

• Proven superb presentation skills with experience conveying information in a clear, focused and concise manner. Demonstrated use of strong listening and communication techniques.

• 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.