Vice President, Investments jobs in United States
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Cox Enterprises · 3 days ago

Vice President, Investments

Cox Enterprises is a multi-generational family business based in Atlanta with a diverse portfolio of investments. They are seeking a Vice President of Investments to lead their family office investment platform, focusing on investment governance, strategic asset allocation, and portfolio management to grow and preserve family wealth.

AdvertisingBroadcastingDigital MediaTelecommunications
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Growth Opportunities
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Responsibilities

Responsible for setting investment policy for family trusts, family investment entities, and individual family members
Leadership and management of the Family Office and Private Trust Company Investment Committees
In collaboration with the OCIO, the senior leadership team, and the governance investment committees, the VP of Investments will lead and develop comprehensive investment strategies aligned with the family's policy, financial goals and risk tolerance
Manage, oversee and monitor the family's investment portfolios including equity, fixed income, real estate, private equity, and alternative investment managers and direct investments
Conduct thorough macro-economic, sector and asset class market research to identify base-case strategic and tactical investment themes and opportunities
Provide regular reports and updates to the family, leadership team, and governance committees on portfolio positioning, performance, market trends, and material strategic decisions
Collaborate with external advisors, fund managers, and internal corporate investment professionals to optimize the family investment platform, charter and operating best-practices
Work with internal and external compliance, legal, finance and tax teams to ensure compliance with all relevant regulations, fiduciary duties and responsibilities
Lead, mentor and develop a team of investment professionals within the family office

Qualification

Investment ManagementPortfolio ManagementFinancial MarketsAnalytical SkillsCFA CertificationCompliance KnowledgeTeam LeadershipCommunication Skills

Required

Bachelor's degree in Finance, Economics, Business, or a related field
Extensive experience in investment and portfolio management, preferably within a family office, trust company or private wealth management business

Preferred

advanced degree (e.g., MBA) or professional certification (e.g., CFA, CAIA)

Benefits

Health care insurance (medical, dental, vision)
Retirement planning (401(k))
Paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO)

Company

Cox Enterprises

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Cox Enterprises is a communications, media, and automotive services company.

Funding

Current Stage
Late Stage
Total Funding
$1.7M
2014-12-15Grant· $1.7M

Leadership Team

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Alexander Taylor
Chairman and Chief Executive Officer
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Patrick O'Boyle
Senior Vice President of Corporate Development
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Company data provided by crunchbase