Investment Manager-WV Jobs Investment Trust-Kanawha Co.

Full Job Description

Resumes with a cover letter can be mailed to:

Andy Zulauf, Executive Director

West Virginia Jobs Investment Trust

180 Association Drive, Northgate Business Park

Charleston, WV 25311

OR emailed to Wendy.L.McCoy@wv.gov or Courtney.B.Lewis@wv.gov

Further questions should be directed to : Andy Zulauf, Executive Director, WVJIT (304) 205-8184

Portfolio Management

• Work closely with the Executive Director and Investment Analyst to assess prospective investment opportunities and develop the agency portfolio.
• Make recommendations about financial and investment opportunities on behalf of WVJIT.
• Present investment opportunities and related analyses to the WVEDA/WVJIT Board of Directors.
• Manage existing portfolio, along with the Executive Director and Investment Analyst, to stay apprised of business updates and opportunities.
• Act as a board member on portfolio company boards on behalf of WVJIT.

Federal Program Management

• Assist the Executive Director with managing SSBCI and WVCAP.
• Assist in preparation of WVCAP applications and reports for SSBCI compliance.
• Assist in preparation of WVCAP closing documents for both debt and equity transactions to ensure SSBCI compliance.
• Manage the Technical Assistance program for compliance.

Oversee various reports and financial data for the Executive Director, Board of Directors, WVCAP Committee, and U.S. Treasury. Develop relationships with clients and expand client networks in professional settings.
All other duties as assigned.

Qualifications

Bachelor’s degree in finance or master’s degree in business administration, statistics, economics, and/or accounting.

Skills required:
Financial analysis
Market research
Investment and venture capital proficiency
Problem solving, analytical thinking, and decision making
Leadership and teamwork
Organization, time management, attention to detail
Written and verbal communication

Preference will be given to candidates whose experience includes:
Work in a major financial institution, brokerage firm, or investment firm
Experience making lending or investment decisions
Financial analysis and market research
Compiling data to write professional summaries and reports
Presentation of reports and proposals to decision makers Involvement in a federal small business funding program
Experience in a management role
Representation on board of directors or committees

Additional Information

This job opportunity is not in the classified service and is not covered by the West Virginia Division of Personnel merit system. Therefore, interested persons must apply directly to the hiring agency as directed above.