Senior Vice President, Investments

Barita Investments Limited invites suitably qualified applicants to apply for the role of Senior Vice President, Investments.

PURPOSE OF ROLE

The Senior Vice President, Investments is accountable for leading several of the company’s key revenue-generating areas, ensuring the growth, profitability, and strategic positioning of Barita’s core investment functions. This role involves direct oversight of the executives managing Treasury, Trading & Brokerage, Asset Management & Research, and Alternative Investments, with an emphasis on achieving strategic financial objectives. The Senior Vice President, Investments drives the execution of the company’s funding strategy and leads initiatives in wholesale fundraising and on-balance sheet business generation to support Barita's financial and operational goals.

KEY RESPONSIBILITIES

The Senior Vice President, Investments will:

• Strategic Oversight and Direction: Develop and oversee strategic plans for the Treasury, Trading & Brokerage, Asset Management & Research, and Alternative Investments functions. Set performance targets, identify growth opportunities, and ensure alignment with Barita’s corporate objectives. Work closely with executive leaders to define business goals and drive profitability and market positioning for each division.
• Investment Strategy and Leadership: Serve as the company's senior authority on investment strategy, ensuring effective execution across managed divisions. Oversee the development and application of investment plans that balance risk with return objectives and align with the company’s broader financial strategy.
• Funding Strategy and Capital Management: Lead the company’s funding initiatives, including developing and executing a comprehensive funding plan, managing capital-raising activities, and optimizing on-balance sheet performance. Direct wholesale fundraising efforts, focusing on securing capital that supports liquidity, expansion, and balance sheet optimization for Barita’s strategic projects.
• Oversight of Divisional Executives: Directly manage the executives responsible for Treasury, Trading & Brokerage, Asset Management & Research, and Alternative Investments. Provide leadership, guidance, and mentorship to each division head, setting expectations, assessing performance, and ensuring alignment with Barita’s strategic goals.
• Regulatory Compliance and Risk Management: Ensure that all managed functions operate within strict compliance to regulatory standards, investment policies, and established risk limits. Maintain a proactive approach to regulatory changes, working closely with compliance and risk teams to ensure adherence and reduce exposure to financial and operational risks.
• Committee Leadership and Participation: Actively contribute as a voting member of the On and Off-Book Management Investment Committees, Non-Financial Risk Committee, and Executive Committee. Provide insights on market trends, regulatory implications, and strategic opportunities to support committee decisions and align them with corporate priorities.
• Stakeholder Engagement and Relationship Building: Cultivate strong relationships with key stakeholders, including institutional investors, clients, regulatory bodies, and industry partners. Represent Barita at industry forums, building the company’s reputation as a thought leader in investment management, funding strategy, and financial performance.
• Market Intelligence and Strategic Analysis: Continuously monitor market trends, regulatory changes, and competitive dynamics. Conduct analyses to support strategic decision-making, positioning Barita to capitalize on emerging opportunities and to refine existing business lines.
• People Development and Succession Planning: Foster a high-performance culture within the direct reporting functions. Lead talent development initiatives, ensuring the growth and succession of key leadership roles within Treasury, Trading & Brokerage, Asset Management & Research, and Alternative Investments.

QUALIFICATIONS & EXPERIENCE

• Education: Advanced degree in Finance, Business Administration, Economics, or a related field is required. Professional certifications such as CFA, CAIA, or FRM are preferred.
• Experience: Minimum of 12 years in the financial services industry, with at least 5-7 years in senior leadership roles directly overseeing treasury, asset management, or related investment functions.
• Track Record: Proven success in executing funding plans, driving wholesale fundraising, and delivering on-balance sheet business growth. Demonstrated experience in meeting profitability and growth targets in revenue-generating roles.

REQUISITE COMPETENCIES AND SKILLS

• Strategic Leadership: Demonstrated ability to lead high-performing teams across complex, revenue-generating functions, setting a clear strategic direction and aligning efforts with corporate goals.
• Investment Management Expertise: Deep understanding of investment principles, market dynamics, and regulatory requirements specific to treasury, trading, asset management, and alternative investments.
• Risk Management and Compliance: Strong knowledge of risk management frameworks and regulatory compliance, with an ability to implement practices that mitigate exposure while enabling growth.
• Financial and Analytical Acumen: Advanced skills in financial analysis, funding strategies, and balance sheet optimization, focused on driving profitability and competitive positioning.
• Stakeholder and Relationship Management: Exceptional relationship-building skills, with experience managing relationships with investors, regulatory authorities, and other key stakeholders.
• Execution and Accountability: High level of organizational and execution capabilities, with a track record of setting and achieving ambitious performance targets.
• Communication Skills: Excellent verbal and written communication skills for effective interaction with internal teams, executives, and external stakeholders.

PERFORMANCE CRITERIA

• Revenue and Profitability: Achievement of revenue growth and profitability targets across managed business segments, in line with Barita’s corporate objectives.
• Funding Plan Execution: Effective development and execution of the company’s funding strategy, meeting or exceeding wholesale fundraising and capital management targets.
• Regulatory and Risk Compliance: Full compliance with regulatory standards, investment policies, and risk management frameworks, maintaining minimal regulatory issues or risk exposure.
• Strategic Impact: Active and impactful contributions to the Executive Committee and other strategic committees, delivering insights and strategies that drive company growth.
• Stakeholder Feedback: Positive feedback and high satisfaction levels from investors, clients, and other external stakeholders, indicating strong relationship management.
• Direct Report Performance and Engagement: High performance and engagement levels among direct reports, with consistent alignment to Barita’s strategic priorities and a strong pipeline of leadership talent.
• Continuous Professional Growth: Commitment to ongoing professional development and continuous improvement of divisional functions, optimizing operations for greater efficiency and effectiveness.