Vice President of Investment jobs in United States
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Defi Capital Associates ยท 2 days ago

Vice President of Investment

Beta Investment Group is seeking a Vice President of Investments who plays a core role in the investment team. This position is responsible for identifying, analyzing, executing, and managing investment opportunities, ensuring alignment with the company's long-term investment strategy.

Financial Services

Responsibilities

Participate in the formulation and execution of the company's overall investment strategy and asset allocation plan
Identify and screen high-potential investment opportunities (equity, debt, M&A, special assets, etc.)
Continuously monitor industry trends, macroeconomic environment, and market changes
Lead or deeply participate in financial modeling, valuation analysis, and return forecasting
Organize and coordinate legal, financial, compliance, and business due diligence
Assess investment risks, return structures, and exit strategies
Participate in transaction negotiations, term design, and investment agreement formulation
Work closely with legal and financial advisors and external partners
Ensure the transaction structure complies with investment objectives and regulatory requirements
Responsible for the continuous tracking and performance evaluation of portfolio companies
Work with portfolio company management to drive strategic, financial, and operational improvements
Support M&A integration, refinancing, and exit planning
Monitor portfolio risk exposure and performance
Establish and maintain a post-investment reporting system and key performance indicators
Report investment progress, risks, and opportunities to management in a timely manner
Collaborate with investment research, legal, compliance, and finance teams
Assist in reporting to the investment committee, board of directors, and investors
Maintain relationships with founders, management, investors, and partners

Qualification

Financial modelingValuation analysisPrivate equityInvestment bankingDue diligenceTransaction executionM&A experienceCFA certificationRisk awarenessCommunicationNegotiation skillsStrategic thinking

Required

20 1+ years of experience in investment, finance, or related fields
Strong background in private equity, venture capital, asset management, or investment banking
Excellent financial modeling, valuation, and analysis skills
Familiar with investment processes, due diligence, and transaction execution
Good business judgment and risk awareness

Preferred

A track record of successfully leading or deeply involved in investment projects
Experience in M&A, restructuring, or complex transactions
Cross-industry or international investment experience
Professional qualifications such as CFA, CPA, or MBA

Company

Defi Capital Associates

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We are a thesis-driven investment firm initially built to invest in cryptocurrencies but expanded its area of interest into stocks and commodities markets.

Funding

Current Stage
Early Stage
Company data provided by crunchbase