Confidential
Vice President, Asset & Wealth Management, External Investing Group (XIG), Union
Confidential, New York, New York, United States, 10001
Vice President, Asset & Wealth Management, External Investing Group (XIG), Union Bridge Partners
About the Company
Prominent global investment bank
Industry Financial Services
Type Public Company
Founded 1869
Employees 10,001+
Categories
Finance Financial Services Security Banking Asset Management Investment Banking Investment Management Consulting & Professional Services B2B Brokerage Business Children Currencies Economics Entrepreneurship Feminism Financial Analysis Human Rights Investing Investment Bank Organizational Culture Small Business Startups Women In Business Marketplace Women in Business Venture Capital Fortune Magazine MBA Programs Securities
Specialties
Conflict Resolution
Business Classifications
B2B
About the Role
The Company is seeking a Vice President for its External Investing Group, specifically for the Union Bridge Partners, which focuses on opportunistic co-investments in structured products. The successful candidate will serve as the vertical captain for structured products, with a primary responsibility for overseeing this investment area. This role is pivotal in the team, as the individual will be tasked with sourcing, underwriting, and executing complex structured product co-investments across various sectors, including consumer finance, real estate, hard assets, and financial assets. The role demands a professional with a strong investing mindset, the ability to think independently about investments, and a deep understanding of portfolio construction. The candidate should possess strong corporate valuation, modeling, and accounting skills, and have a background in structured products, private credit, or distressed investing.
Key responsibilities for the Vice President include conducting fundamental research, leading due diligence, financial modeling, and making investment recommendations. The role also involves managing the entire investment process, from deal execution to ongoing monitoring and realizations. The ideal candidate will have a minimum of 4 years' of experience in structured products, with a preference for those with a background in private credit. The position offers an exciting opportunity to be part of a fast-growing business and to develop both investment and leadership skills within a global network of premier alternative managers. The candidate should have an outstanding record of professional and academic achievement and be prepared to work in a dynamic, collaborative environment that values integrity, transparency, and a passion for the investment craft.
Hiring Manager Title Lead Portfolio Manager, Muti Asset Solutions
Travel Percent Less than 10%
Functions
Finance
About the Company
Prominent global investment bank
Industry Financial Services
Type Public Company
Founded 1869
Employees 10,001+
Categories
Finance Financial Services Security Banking Asset Management Investment Banking Investment Management Consulting & Professional Services B2B Brokerage Business Children Currencies Economics Entrepreneurship Feminism Financial Analysis Human Rights Investing Investment Bank Organizational Culture Small Business Startups Women In Business Marketplace Women in Business Venture Capital Fortune Magazine MBA Programs Securities
Specialties
Conflict Resolution
Business Classifications
B2B
About the Role
The Company is seeking a Vice President for its External Investing Group, specifically for the Union Bridge Partners, which focuses on opportunistic co-investments in structured products. The successful candidate will serve as the vertical captain for structured products, with a primary responsibility for overseeing this investment area. This role is pivotal in the team, as the individual will be tasked with sourcing, underwriting, and executing complex structured product co-investments across various sectors, including consumer finance, real estate, hard assets, and financial assets. The role demands a professional with a strong investing mindset, the ability to think independently about investments, and a deep understanding of portfolio construction. The candidate should possess strong corporate valuation, modeling, and accounting skills, and have a background in structured products, private credit, or distressed investing.
Key responsibilities for the Vice President include conducting fundamental research, leading due diligence, financial modeling, and making investment recommendations. The role also involves managing the entire investment process, from deal execution to ongoing monitoring and realizations. The ideal candidate will have a minimum of 4 years' of experience in structured products, with a preference for those with a background in private credit. The position offers an exciting opportunity to be part of a fast-growing business and to develop both investment and leadership skills within a global network of premier alternative managers. The candidate should have an outstanding record of professional and academic achievement and be prepared to work in a dynamic, collaborative environment that values integrity, transparency, and a passion for the investment craft.
Hiring Manager Title Lead Portfolio Manager, Muti Asset Solutions
Travel Percent Less than 10%
Functions
Finance