Confidential
Vice President, Asset & Wealth Management, External Investing Group
Confidential, New York, New York, us, 10261
Vice President, Asset & Wealth Management, External Investing Group
About the Company
A prominent global investment bank with a rich history since 1869, dedicated to providing exceptional financial services.
Industry : Financial Services
About the Role
Join our dynamic team as a Vice President in the External Investing Group at Union Bridge Partners. This role focuses on exploring opportunistic co-investments within structured products. As the vertical captain for structured products, you will play a crucial role in sourcing, underwriting, and executing complex investments across sectors such as consumer finance, real estate, hard assets, and financial assets.
The ideal candidate will possess:
A strong investing mindset with independent thought regarding investments
A comprehensive understanding of portfolio construction
Expertise in corporate valuation, financial modeling, and accounting
A background in structured products, private credit, or distressed investing
Key responsibilities include:
Conducting fundamental research
Leading due diligence processes
Performing financial modeling and investment recommendations
Managing the investment process from deal execution to ongoing monitoring
This is an exciting opportunity for candidates with a minimum of 4 years of experience in structured products, with a preference for those with a private credit background. You will have the chance to develop your investment and leadership skills within a globally respected network of alternative managers. We are looking for individuals with outstanding professional and academic achievements, ready to thrive in a collaborative environment that values integrity, transparency, and a passion for investment.
Hiring Manager Title : Lead Portfolio Manager, Multi Asset Solutions
Travel Percent : Less than 10%
Functions : Finance