Chief Investment Officer
Listed on 2026-08-22
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Management
Corporate Strategy, BD Manager
Quest Group has partnered with a southeastern-based real estate investment and development platform with a diversified portfolio and multiple complementary business lines spanning Commercial Real Estate, Residential, and Development
, supported by an integrated asset management function.
As our client enters its next phase of growth, they are seeking an exceptional President / Chief Investment Officer to serve as a key member of the leadership team and help build the next generation of the platform.
This is not a traditional investment or operating role. We are looking for a high-energy, entrepreneurial leader with an ownership mentality who can operate at both the strategic and tactical levels, lead a growing organization, identify and capitalize on opportunities, and ultimately help scale the entire enterprise.
The successful candidate will have broad responsibility for the performance, growth, and strategic direction of the company's three primary business verticals, as well as asset management and overall platform operations.
Position OverviewThe President / Chief Investment Officer will be responsible for driving enterprise-wide growth, investment performance, operational excellence, and organizational scale across the company's businesses.
This individual will oversee the full lifecycle of the platform—from investment strategy and acquisitions through development, operations, asset management, capital allocation, and disposition—while working closely with ownership to establish and execute the company's long-term vision.
The ideal candidate is a builder and business leader
, not simply an investment professional. They should be equally comfortable evaluating a complex acquisition, challenging a development budget, meeting with capital partners, partnering with VP's and leading strategy and growth.
Above all, this individual must think and act like an owner:
highly accountable, commercially minded, decisive, intellectually curious, relationship-driven, and relentless about creating value.
- Partner directly with ownership to develop and execute the company's long-term strategic vision and growth plan.
- Provide leadership and oversight across all major business functions and three primary verticals:
Commercial Real Estate, Residential, and Development
. - Establish clear enterprise-level goals, performance metrics, accountability structures, and operating priorities.
- Identify opportunities to expand the platform through new markets, asset classes, investment strategies, partnerships, and business lines.
- Help transition the organization from an entrepreneurial growth company into a scalable, institutional-quality platform while preserving its entrepreneurial culture and speed of execution.
- Serve as a senior representative of the company with investors, lenders, brokers, developers, operators, joint venture partners, advisors, and other key stakeholders.
- Build, develop, and retain a high-performing leadership team capable of supporting significant future growth.
- Lead overall investment strategy and capital allocation across the platform.
- Source, evaluate, structure, negotiate, and execute acquisitions, developments, dispositions, recapitalizations, and strategic investments.
- Establish investment criteria, underwriting standards, risk parameters, and return objectives.
- Oversee investment committee processes and ensure disciplined decision-making around capital deployment.
- Evaluate portfolio concentration, liquidity, leverage, risk-adjusted returns, and overall capital efficiency.
- Develop and maintain relationships with institutional and private capital sources, lenders, family offices, and strategic investment partners.
- Continuously assess where capital can be deployed most effectively to maximize enterprise value.
- Provide strategic and operational oversight of the commercial real estate business.
- Drive acquisition, disposition, leasing, redevelopment, repositioning, and portfolio optimization strategies.
- Oversee performance of commercial assets and ensure business plans are executed effectively.
- Identify opportunities to increase NOI,…
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