Vice President, Capital & Investments

Select how often (in days) to receive an alert:

Best People + Right Culture. These are the driving forces behind JE Dunn’s success.

By hiring inspired people, giving them interesting and challenging work, enabling themwithinnovative tools, and letting themshare in the company’s rewards, we’ve found asustainable way to growin our industry for the last 100+ years.

Our diverse teams around the country strive to enrich lives through inspired people and places everyday, and we need inspired people like you to join us in building authentic partnerships.

The Vice President, Capital & Investments serves as a senior investment executive for the organization and strategic partner to the Chief Investment Officer. This role is responsible for leading the execution of the enterprise investment management platform in partnership with the CIO, including capital allocation processes, portfolio oversight, investment governance and long-term value creation strategy across public and private investments, real estate, operating business and affiliated investment entities.

This position requires a combination of institutional investment expertise and business acumen to support the capital allocation priorities of a large, privately held operating enterprise. The successful candidate will provide day-to-day leadership of the investment function, develops actionable recommendations for the CIO and other decision-makers, and helps ensure that capital is deployed in a disciplined manner consistent with enterprise objectives, values, liquidity needs and risk tolerances.

• Autonomy & Decision-Making:
  Operates with significant autonomy within approved investment policies, strategic asset-allocation parameters, delegated authority limits, and established governance processes. Makes portfolio and operational decisions within delegated authority and develops recommendations for decisions reserved for the CIO, investment committees, executive leadership, or boards.
• Career Path:
  Various

INVESTMENTS LEADERSHIP FAMILY – CORE

• Partners with the CIO to develop and implement capital allocation strategies for enterprise-wide assets (equity & debt holdings, real estate, operating business and diversified business ventures), maintaining alignment with enterprise values, goals and risk tolerances
• Collaborates with CIO to define decision making matrixes for both operational and strategic investment allocation decisions, provides detailed analysis and recommendations to final decision makers dependent on transaction
• Leads the total portfolio analysis across enterprise and affiliated capital pools, including asset allocation, liquidity, risk exposure, leverage, downside scenarios, cash-flow planning and long-term return opportunities as part of a rigorous investment evaluation process
• Evaluates, recommends and deploys capital to a variety of assets including public securities, alternative investments, real estate, operating business investments and strategic acquisitions
• Ensures investment decisions are aligned with long-term enterprise objectives and risk tolerances. Leads the regular evaluation of short and long-term investment and portfolio strategy
• Monitors and reports on diversified investment portfolios across public and private asset classes, including the organizations of real estate holdings and investments
• Leads the establishment of financial models, return thresholds and investment performance metrics used through the organization including real estate assets. Communicates critical information to a variety of audiences including executive leadership, operating business leaders and the investment team
• Maintains awareness of new investment opportunities and emerging asset classes,…