Vice President, Investment Strategy & Capital Allocation
Job TypeDirect Hire
Remote TypeOn-Site
Mosaic Partners is conducting a search on behalf of a confidential, privately held organization seeking a senior investment executive to partner with its Chief Investment Officer. This leader will guide investment execution, capital allocation, portfolio oversight, and long-term value creation across a diversified portfolio.
The opportunity combines institutional investment management with the business judgment needed to support an operating enterprise. Investments span public and private markets, real estate, operating businesses, and strategic acquisitions.
Role based in Kansas City, MO.
Key Responsibilities
- Partner with the CIO to develop and execute investment strategies aligned with enterprise objectives, liquidity needs, and risk tolerance.
- Lead portfolio analysis covering asset allocation, cash flow, leverage, liquidity, investment performance, and downside scenarios.
- Evaluate investment opportunities across public securities, alternative investments, real estate, and operating businesses.
- Oversee investment due diligence, underwriting, external manager selection, and recommendations for capital deployment.
- Develop financial models, return targets, performance metrics, and investment reporting.
- Present clear, actionable recommendations to executive leadership, investment committees, and boards.
- Strengthen investment governance, decision-making processes, and risk monitoring.
- Support long-term capital preservation and planning across affiliated investment entities.
- Lead and develop investment professionals while collaborating with finance and operating leadership.
Qualifications
- Bachelor’s degree in finance, accounting, economics, or a related field; equivalent relevant experience may be considered.
- At least 12 years of relevant experience in investment management, real estate, financial management, or accounting.
- Extensive experience overseeing substantial financial portfolios and supporting capital allocation decisions.
- Strong financial modeling skills, including real estate investment analysis.
- Experience presenting investment recommendations to senior executives, investment committees, or boards.
- Ability to translate complex financial information into practical business decisions.
- Strong leadership, communication, relationship management, and organizational skills.
- MBA and CFA designation or progress toward the CFA preferred.
- Valid driver’s license and willingness to travel occasionally.
Compensation & Benefits
The position offers a competitive base salary, a comprehensive benefits package, and relocation assistance.
Work Authorization: Candidates must be authorized to work in the United States without current or future employer sponsorship. Immigration-related support is unavailable for this position.