Sales Executive responsible for developing new business opportunities and managing existing relationships in financial services. Requires outside sales experience and effective communication skills.
About the role
- VP of Investments at Hiive overseeing investment decision-making at the affiliated investment advisor. Focused on sourcing investments and product design for institutional clients.
Responsibilities
- Chair the Hiive Advisors Inc. (HAI) Investment Committee, holding ultimate responsibility for all investment decision-making and responsibilities of the Advisor.
- Determine and implement the investment strategy for any Hiive Fund, including establishing, maintaining, and monitoring investment strategies, policies, and guidelines.
- Assess, structure, and approve all Hiive-managed fund formations.
- Conduct comprehensive due diligence of the seller, the company, and the underlying fund for dual-layer funds.
- Ensure fund obligations are adequately and accurately papered, including raising and decisioning legal and commercial points in purchase and fund governance agreements.
- Establish, maintain, and monitor pricing and valuation strategies, policies, and guidelines, and review the current value of each holding of any Hiive Fund pursuant to the HAI Pricing policy.
- Make investment decisions during distributions (e.g., cash/kind, liquidation date, elections) and determine the form and timing of any distribution upon a liquidation event.
- Direct investor communications for events such as corporate actions, price changes, and transaction term changes.
- Oversee new fund product design.
- Oversee multi-asset fund approvals, including execution considerations, price, marketability, and sales pipeline for other funds and directs.
- Participate in pitches of investment solutions to institutional customers.
- Mark-to-market warehoused investments to be placed into Hiive-managed funds for marketing.
- Direct Hiive’s fund administrator to take action with regard to Hiive-managed funds.
- Act as the funds domain expert at Hiive for internal and external stakeholders.
Requirements
- Proven ability to determine, implement, and monitor complex investment strategies, policies, and guidelines for funds.
- Demonstrated knowledge in establishing, maintaining, and reviewing pricing and valuation strategies and policies for fund holdings.
- Strong understanding of fund obligations, purchase agreements, and fund governance to ensure accurate documentation and decision-making of legal/commercial points.
- Experience in chairing a high-stakes Investment Committee and holding ultimate responsibility for all investment decision-making.
- Comprehensive experience in assessing, structuring, and approving private fund investments, including conducting thorough due diligence on sellers, companies, and underlying funds.
- Practical experience with making decisions on distributions, liquidation events, and directing fund administration activities.
- Capability to direct critical investor communications regarding corporate actions, price changes, and transaction terms.
- Experience as an advisor or intermediary in private markets, including venture capital, private equity, or late-stage growth investments.
- Experience in businesses managing fund flows and building market network effects.
Benefits
- Opportunity to participate in ownership of a rapidly growing early-stage startup through our employee stock option plan.
- Comprehensive 100% employer-paid health and dental premiums, and a health and personal spending account.
- A dedicated desk in our Vancouver, BC HQ, in the heart of downtown, with a fridge stocked with healthy snacks and drinks, an onsite gym, and a gorgeous rooftop amenity.
- Enjoy a $20-per-day commuter benefit for every day you work in our Vancouver HQ.
- An engaging social calendar, including bi-weekly catered lunches, bi-weekly “Friday bar,” team workouts, annual summer party, and holiday party, two “onsite” all-team retreats each year, semi-annual team-building events, and Hiive Womens’ Network events.
- Significant opportunities for growth into team leadership and management roles.
- Entrepreneurial culture and a small and dynamic team.
- Sponsorship, immigration, and relocation for exceptional candidates.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Supervisor in Accounting and Finance Consulting at RSM focusing on general accounting projects and overseeing financial reporting. Engaging in training junior staff while ensuring compliance with accounting principles.
Finance Professional managing IBOR Reference Data for the State of Ohio's Treasurer’s office. Supporting design, control, oversight, and management across investment and collateral positions.
Finance Professional managing IBOR Reference Data in the Treasurer's office for Ohio. Ensuring accurate data management, vendor coordination, and operational enhancements.
Senior Financial Analyst providing impactful financial analysis and business support at Fidelity. Focused on analytics for Workplace Consulting and Defined Benefits lines of business.
Associate Analyst in Alternative Investments managing customer transactions and product offerings. Collaborating on operational processes and providing technical support for complex investment scenarios.
Senior Process Associate in Financial Planning & Analysis at Genpact managing budgeting and forecasting processes. Utilize AI solutions and financial insights to drive business decision - making.
Financial Analyst supporting financial planning and reporting for CBTS, a technology solutions provider. Partnering with business leaders to drive profitability and operational efficiency.
Strategic Finance Manager driving financial strategy and operational excellence for CreditorWatch's fintech platform. Leading long - range planning and corporate development initiatives with executive oversight.
Financial Accountant managing month - end close and financial reporting for Newcross Healthcare. Working collaboratively to ensure compliance and accuracy across multiple entities.