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Robert Half VP of Financial Strategy (Investments) in Dallas, Texas

Description Robert Half has teamed up with a billion dollar plus investment firm to assist in the recruitment of a Vice President of Financial Strategy (reports to the CEO and COO). The role requires CFA and / or MBA with strong exposure to an investment banking type of environment. Pay is “market.”

Interested and experience in? Please reach out to Chris Willhite, CPA on LinkedIn and you can email your profile to Chris dot Willhite at RobertHalf (all one word) dot com .

The Vice President, Investment Underwriting is responsible for duties of alternative assets investment underwriting, including overseeing a team supporting the investment underwriting of the firm.

Essential Functions Some of the initiatives that this position will be involved with include supporting the construction and maintenance of the Investment Financial Forecast model, which is responsible for projecting the valuation of Ben equity units, under various scenarios and will be used in our discussions with rating agencies and investors. The investment model includes strategic transaction analysis, financial planning and analysis, cash flow liquidity and capital management, asset and liability management, risk management and stress testing. This role will also own other financial analysis and forecasting, capital structure analysis, and scenario design and models for setting business strategies for the primary investment strategies: Liquidity (liquidity solutions for alternative assets), Custody & Trust (specialized administration, reporting, and custody services to alternative asset investments), Insurance (customized insurance services covering risks related to owning, managing, and transferring alternative assets), and Financial Markets (alternative assets focused securities brokerage, asset transfer, maintenance of ownership registry and clearing). Overall, this this position will have opportunities to invent new models in a fast-paced startup environment for capital markets activities, strategic partnerships and models for new products and/or business lines

Interested and experience in? Please reach out to Chris Willhite, CPA on LinkedIn and you can email your profile to Chris dot Willhite at RobertHalf (all one word) dot com . Requirements CFA MBA preferred Knowledge of financial markets and reporting

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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Questions? Call your local office at 1.888.490.5461. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be authorized to work in the United States. Benefits are available to temporary professionals. Visit for more information.

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