Director of Investments

A Financial Services Firm based in New York City is seeking an experienced professional to join their Credit Fund team as Director of Investments.

Responsibilities:

• Provide strategic leadership and oversight in evaluating potential commercial real estate (CRE) debt investments, ensuring rigorous due diligence and timely execution.
• Originate, structure, and review financing proposals for internal approval by the Fund’s Credit Committee and for external presentation to debt and equity partners.
• Manage, mentor, and develop senior associates and analysts, guiding underwriting, financial modeling, and transaction-level due diligence.
• Lead the preparation of concise and comprehensive Investment Memoranda and ensure the integrity and accuracy of financial models presented to the Investment Committee.
• Oversee ongoing analysis of portfolio performance, market dynamics, and credit conditions across the loan portfolio.
• Partner closely with origination, underwriting, and executive leadership (CEO, CFO, COO) to advance strategic initiatives and business objectives.
• Serve as a primary point of contact for borrowers, proactively addressing complex issues and mitigating risk throughout the life of transactions.

Qualifications:

• Bachelor’s degree from a recognized institution; advanced degree or professional designations (e.g., CFA, CCIM) preferred.
• Minimum of 7 years of experience in commercial lending, real estate finance, or a related discipline, with a strong foundation in CRE debt.
• Demonstrated leadership experience, including direct management or supervision of associates and analysts.
• Proven ability to originate, underwrite, structure, and close complex CRE debt transactions.
• Strong work ethic with exceptional attention to detail and organizational skills; able to manage multiple transactions in a fast-paced environment.
• Advanced analytical and quantitative capabilities, including expertise in financial modeling, credit analysis, and portfolio management.