Role details
Location: Kansas City, Missouri, United States. Office-based role.
Employment: Full-time. Level: Executive.
Benefits: Full benefits package. Relocation assistance available.
Travel: Occasional. A current valid driver's license is required.
Visa sponsorship and immigration-related support: Not available, including OPT, STEM OPT, CPT and future permanent-residence sponsorship.
Security clearance: Not required. Bonus and commission: Not eligible.
The opportunity
Shape how a large privately held enterprise invests for the long term. As a strategic partner to the Chief Investment Officer, you will lead day-to-day investment execution, capital allocation, portfolio oversight and governance across public and private investments, real estate, operating businesses and affiliated investment entities.
You will turn complex investment analysis into clear recommendations, balancing return opportunities with liquidity, risk and capital preservation. The role operates with significant autonomy within approved policies and delegated authority.
What you will lead
- Partner with the CIO on enterprise capital allocation strategy, investment priorities and decision-making frameworks.
- Lead total-portfolio analysis covering asset allocation, liquidity, leverage, cash flow, downside scenarios and long-term returns.
- Evaluate public securities, alternatives, real estate, operating-business investments and strategic acquisitions.
- Lead investment due diligence, underwriting and external manager selection; present recommendations to executives, investment committees and boards.
- Develop financial models, return thresholds, performance measures, investment reporting and risk dashboards, including advanced real estate modelling.
- Support multigenerational capital preservation and wealth-planning discussions through rigorous analysis and advice.
- Own financial plans, budgets, forecasts and performance targets, identifying and mitigating risks.
- Lead and develop the investment function, coach colleagues and managers, plan resources and support organisational change.
- Build trusted relationships across investment, operating-business and external stakeholder teams.
What you will bring
- 12+ years of real estate, financial management or accounting experience.
- Extensive experience managing substantial financial portfolios and contributing to capital allocation decisions.
- Experience presenting to investment committees, boards or executive leadership.
- A bachelor's degree in finance, accounting, economics or a related field; equivalent relevant experience will be considered.
- Advanced real estate financial modelling and strong Excel and Microsoft Office skills.
- Strategic judgement, commercial awareness and the ability to translate complex investment concepts into actionable recommendations.
- Strong communication, relationship-building, organisational and problem-solving skills, with close attention to detail.
- Ability to manage budgets, assess profitability and remain composed under pressure.
- Completion of required employer training and role-specific professional development within the required timeframe.
Preferred qualifications
- MBA.
- Chartered Financial Analyst designation or CFA candidacy.
Working environment
Normal office environment with frequent sitting and computer use, occasional standing, walking, bending and overhead reaching. The role requires the ability to lift up to 10 pounds and may involve periods of travel.