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VP of Financing and Investments - job 1 of 2

Our client, a rapidly expanding hospitality and real estate investment company, is seeking a VP of Financing and Investments for a newly created position. This growing organization operates a diverse portfolio including quick-service restaurant franchises, luxury hotels, multifamily residential properties, and fine dining establishments across the southeastern United States.

This is an exceptional opportunity to join a family-oriented, values-driven company during a significant growth phase. The successful candidate will work directly with the C-suite to drive strategic investment decisions and optimize the company's capital structure across multiple asset classes.

Key Responsibilities

  • Establish and maintain relationships with banks, investors, and financial institutions
  • Lead asset management initiatives and conduct comprehensive investment analysis
  • Manage capital calls and coordinate bank draws for ongoing projects
  • Source, evaluate, and structure new loan opportunities and financing solutions
  • Conduct pre-screening and due diligence on potential acquisitions and investments
  • Review existing loan portfolio and identify refinancing opportunities to optimize terms
  • Negotiate and issue term sheets for various financing transactions
  • Prepare internal memoranda and presentations for deal approval processes
  • Collaborate with underwriting teams and manage transaction closings
  • Provide regular communication to stakeholders regarding deal status and progress
  • Analyze financial statements, balance sheets, and P&L performance across portfolio
  • Support strategic planning initiatives for continued portfolio expansion

Required:

  • Master's degree in Corporate Finance, Investment Management, or related field
  • Minimum 5 years of experience in banking, investment management, or commercial finance
  • Strong relationship building and networking capabilities
  • Excellent negotiation and communication skills
  • Proficiency in Microsoft Office Suite
  • Proven track record in financial analysis and deal structuring

Preferred:

  • MBA in Finance
  • Experience with hospitality or real estate investments
  • Background with multi-asset portfolio management

Compensation:

  • Base salary: $150,000 - $175,000
  • Performance-based bonus structure (details to be finalized)
  • Sign-on bonus potential after 90-day period

Benefits Package:

  • Comprehensive healthcare coverage
  • 401(k) retirement plan
  • 15 days paid time off
  • 5 sick days annually
  • Flexible working arrangements
  • Unique entertainment perks including access to premium sports and concert venue

Equal Employment Opportunity and Non-Discrimination Policy

Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.

Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.

Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.

Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.

Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.

Privacy and Pay Equity:

  • California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at www.kellerexecutivesearch.com.
  • Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
  • Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.

State-Specific Information:

  • Rhode Island: We do not request or require salary history from applicants.
  • Connecticut: We provide wage range information upon request or before discussing compensation.
  • New Jersey: We do not inquire about salary history unless voluntarily disclosed.

Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.

Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.

Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.

Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.

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Average salary estimate

$162500 / YEARLY (est.)
min
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$150000K
$175000K

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EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
September 14, 2025
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