Director of Investment & M&A

Careers Inc. View all jobs

  • Puerto Rico
  • Permanent
  • Full-time
  • 2 months ago
DescriptionOur Client, a large business conglomerate in the distribution and retail business is hiring a Director to be in charge of the company's investment portfolio and business analysis of new Business. This position is a hands-on strategic leadership position reporting directly to the President.Responsibilities:
  • This position will support all company's investments related matters
  • Lead the asset allocation strategy, leading the brokerage firms and external advisors
  • Review the portfolio investment performance and advice on tax efficiency of the investments
  • Serve as a liaison to external advisors working with the directed strategies and investment activities
  • Attend meetings with lawyers, trustees , taxes and financial advisory to direct investment strategies
  • Embrace an advisory role to inform and analyze business opportunities
  • Support analysis of ROI for possible acquisitions and new ventures opportunities
  • Supervisory and coaching responsibilities for the staff in charge
Requirements
  • Bachelor degree in Finance , accounting or related field
  • CPA, CFP,MBA, JD desired
  • Investment licenses nice to have
  • Minimum 7 years of related work experience
  • Fully bilingual
  • Record of integrity and ethical standards
  • Broad business acumen
  • Ability to prioritize and manage multiple projects
  • Ability to work under pressure in a fast paced environment
  • Strong analytical and strategic skills
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Careers Inc.