Role Overview for VP, Corporate Strategy with an Asset Manager – New York, NY
JRG Partners is proud to represent a premier, multi-billion dollar asset management firm in their exclusive search for a Vice President of Corporate Strategy. Based in their flagship New York City office, this is a highly visible and impactful role that will report directly to the Head of Global Strategy and work closely with the C-suite and other senior executives across the organization. Our client is a global leader in investment management, renowned for its innovative strategies, client-centric approach, and commitment to excellence. As they continue to navigate a rapidly evolving financial landscape, the need for a dynamic and forward-thinking strategic leader has never been more critical.
The Vice President of Corporate Strategy will serve as a key architect of the firm’s long-term growth and competitive positioning. This individual will be at the forefront of identifying, evaluating, and executing strategic initiatives that will shape the future of the firm. This includes leading efforts in mergers and acquisitions (M&A), strategic partnerships, new market entry, and organic growth opportunities. You will be responsible for providing the analytical rigor and strategic insight required to make critical business decisions.
This role requires a unique blend of analytical prowess, strategic thinking, financial acumen, and the ability to influence key stakeholders at all levels of the organization. The ideal candidate will be a results-oriented professional with a proven track record in corporate strategy, investment banking, or management consulting within the asset management sector. You will be tasked with analyzing complex market trends, assessing the competitive landscape, and translating these insights into actionable strategies that drive sustainable growth and enhance shareholder value. This is a unique opportunity to join a world-class team and play a pivotal role in the strategic direction of a leading global asset manager during a period of significant transformation and opportunity.
Key Responsibilities of VP, Corporate Strategy with an Asset Manager – New York, NY
The Vice President of Corporate Strategy will have a broad and challenging mandate, with responsibilities that span the full spectrum of strategic planning and corporate development. Success in this role will be measured by the ability to generate and execute on ideas that create tangible value for the firm.
Strategic Planning & Analysis
Lead and contribute to the annual and long-range strategic planning process. Conduct in-depth analysis of the firm’s competitive position, market trends, and industry dynamics to identify key threats and opportunities. Develop comprehensive frameworks and models to support strategic decision-making.
Mergers & Acquisitions (M&A)
Drive the M&A pipeline from end-to-end. This includes identifying and screening potential acquisition targets, conducting thorough due diligence, building complex financial models for valuation, and structuring and negotiating transaction terms. You will be a key player in the integration planning process for acquired entities.
Corporate Development & Partnerships
Identify and evaluate opportunities for strategic partnerships, joint ventures, and other inorganic growth initiatives that align with the firm’s strategic objectives. Build and maintain a network of industry contacts to source new opportunities.
Growth Initiatives
Develop robust business cases for new product launches, geographic expansion, and other organic growth strategies. Collaborate with business unit leaders to assess the feasibility and potential impact of these initiatives, ensuring alignment with the overall corporate strategy.
Market & Competitive Intelligence
Serve as the firm’s expert on the competitive landscape and market trends. Monitor competitor activities, new industry entrants, technological disruptions, and regulatory changes. Synthesize vast amounts of information into concise, actionable insights for senior leadership and the Board of Directors.
Executive & Board-Level Communication
Prepare and deliver high-impact presentations and reports for the CEO, C-suite, and Board of Directors on strategic projects, market analysis, and M&A activity. Articulate complex strategic concepts clearly and persuasively.
Cross-Functional Project Leadership
Lead and manage complex, cross-functional strategic projects from ideation through to implementation. Assemble and guide project teams, ensuring clear communication, timely execution, and successful outcomes. Foster a collaborative environment to drive consensus and achieve project goals.
Financial Modeling & Valuation
Build and maintain sophisticated financial models to support the evaluation of M&A targets, new business ventures, and other strategic investments. Utilize various valuation methodologies, including discounted cash flow (DCF), comparable company analysis, and precedent transaction analysis.
Requirements for the VP, Corporate Strategy with an Asset Manager – New York, NY
We are seeking a highly motivated and accomplished professional who meets the following criteria:
Professional Experience
A minimum of 8-12 years of relevant experience in a top-tier investment bank (M&A or FIG group), management consulting firm (with a focus on financial services), or in a corporate strategy/corporate development role at a leading asset management or financial services firm.
Educational Background
An MBA from a top-tier business school is strongly preferred. A Bachelor’s degree in Finance, Economics, Business Administration, or a related quantitative field is required.
Industry Expertise
Deep knowledge of the asset management industry is essential, including familiarity with various asset classes (public equities, fixed income, alternatives), investment products, distribution channels, and the current regulatory environment.
Technical Skills
- Expert-level financial modeling, valuation, and quantitative analysis skills.
- Proven, hands-on experience executing M&A transactions, including due diligence and integration.
- Exceptional proficiency in Microsoft Excel and PowerPoint, with the ability to create sophisticated models and compelling presentations from scratch.
Strategic Acumen
Superior strategic and critical thinking skills. The ability to identify key business drivers, challenge assumptions, and formulate well-supported, data-driven recommendations.
Communication Skills
Outstanding written and verbal communication skills. Must be a confident and articulate presenter with the ability to influence and build consensus among senior executives and diverse stakeholder groups.
Leadership & Project Management
Demonstrated ability to lead complex projects and cross-functional teams. Strong organizational skills with the capacity to manage multiple priorities in a fast-paced, high-stakes environment.
Personal Attributes
A high degree of intellectual curiosity, a proactive and self-starter mentality, strong business judgment, and impeccable integrity.
Certifications
A CFA designation is highly desirable and will be considered a significant asset.
Benefits & Perks Offered
Our client is committed to attracting and retaining top talent by offering a highly competitive and comprehensive compensation and benefits package. They foster a culture of performance, collaboration, and continuous learning.
Competitive Compensation
A highly attractive base salary and a significant performance-based annual bonus.
Long-Term Incentives
Eligibility for long-term incentive plans, including equity or carried interest, to align your success with the firm’s growth.
Comprehensive Health & Wellness
Premier medical, dental, and vision insurance plans for you and your dependents. A robust wellness program, including gym membership subsidies, mental health resources, and employee assistance programs.
Retirement Savings
A leading 401(k) retirement plan with a generous company match to help you build a secure financial future.
Work-Life Integration
A generous paid time off (PTO) policy, including vacation, sick days, and personal days. Comprehensive parental leave policies and support for new parents.
Professional Growth
A significant budget for professional development, including support for conferences, industry certifications, and continuing education. Access to internal mentorship programs and leadership training.
Office & Culture
A state-of-the-art office located in a prime Manhattan location. A collaborative and intellectually stimulating work environment. Additional perks may include catered lunches, commuter benefits, and company-sponsored social events.
How to Apply
JRG Partners has been exclusively retained for this search. If you are a strategic, analytical, and driven professional with a passion for the asset management industry and you meet the qualifications outlined above, we encourage you to apply for this exceptional opportunity.
To be considered, please submit your resume and a cover letter outlining your suitability for the role. Interested candidates should apply through our secure portal. For more information about our expertise in this area, please visit our Financial Services Practice page. We look forward to reviewing your application. All inquiries and applications will be handled with the utmost confidentiality.
