Published: Nov 21, 2025 - The VP (Vice President) of Investment generates high-quality investment opportunities by cultivating strategic relationships, sourcing both proprietary and marketed deal flow, and leading negotiations through to closing. This role involves evaluating and underwriting potential investments through rigorous quantitative and qualitative analysis, assessing risk-reward profiles, and ensuring alignment with the firm’s financial and strategic objectives. The VP also drives a data-driven investment strategy by researching market conditions, shaping views on risk-adjusted returns, and providing insights to senior leadership to guide long-term capital deployment and portfolio performance.

Tips for VP of Investment Skills and Responsibilities on a Resume
1. VP of Investment, Horizon Crest Capital Partners, Cedar Grove, NJ
Job Summary:
- Co-manage and manage client deals, including leading and attending client meetings.
- Oversee the preparation and production of all transaction-related documents and marketing materials.
- Ensure high-quality deliverables are tailored to client needs and timelines.
- Handle overall project management and coordinate with clients and third-party stakeholders throughout the transaction lifecycle.
- Develop and maintain deep sector and industry knowledge to support deal execution and client engagement.
- Leverage industry insights to provide strategic input and enhance client value.
- Lead internal collaboration by providing hands-on training and support to junior team members.
- Coach junior staff on financial tools, models, document drafting, and end-to-end transaction processes.
- Foster a team-oriented environment that encourages learning and development.
- Ensure smooth project delivery through proactive leadership and structured communication.
Skills on Resume:
- Deal Management (Hard Skills)
- Document Production (Hard Skills)
- Project Coordination (Hard Skills)
- Industry Knowledge (Hard Skills)
- Strategic Insight (Hard Skills)
- Team Leadership (Soft Skills)
- Training Support (Soft Skills)
- Structured Communication (Soft Skills)
2. VP of Investment, SilverRock Development Group, Lakewood, CO
Job Summary:
- Expand existing partnerships and establish new relationships with proven developers and owners in select markets across the country.
- Screen investment opportunities and make internal recommendations based upon established underwriting and due diligence protocols.
- Analyze, structure, and evaluate potential transactions.
- Work with acquisitions associates and consultants to complete financial analysis.
- Oversee purchase negotiations, due diligence, partner or lender communications, closing support, and all other aspects of buying real estate.
- Collaborate with attorneys, acquisitions, and internal or external associates throughout the transaction.
- Review pertinent Investment Committee materials for necessary internal and investor presentations.
- Coordinate acquisition, takeover, and onboarding with the internal team to ensure a smooth transition post-closing.
Skills on Resume:
- Partnership Development (Soft Skills)
- Opportunity Screening (Hard Skills)
- Investment Analysis (Hard Skills)
- Financial Modeling (Hard Skills)
- Negotiation Oversight (Soft Skills)
- Due Diligence (Hard Skills)
- Cross-Team Collaboration (Soft Skills)
- Transaction Coordination (Hard Skills)
3. VP of Investment, NorthBridge Asset Advisors, Bellevue, WA
Job Summary:
- Develop and maintain strong client relationships within the designated region to position yourself as a market thought leader.
- Represent the firm with professionalism and deep market insight to build trust and credibility.
- Coordinate business development efforts through clear and consistent communication with peers and team members.
- Support the firm's broader strategic goals by aligning individual efforts with collective objectives.
- Maintain effective and timely communication with the Head of Investments to ensure alignment on key initiatives.
- Evaluate real estate investment opportunities by analyzing their risk/return dynamics.
- Provide informed recommendations based on thorough market and financial assessments.
- Promote a culture of excellence by exemplifying the company’s core values.
- Act as a culture carrier who reinforces positive behavior and contributes to a high-performing team environment.
Skills on Resume:
- Client Relationship Management (Soft Skills)
- Market Insight (Hard Skills)
- Business Development Coordination (Soft Skills)
- Strategic Alignment (Soft Skills)
- Executive Communication (Soft Skills)
- Investment Evaluation (Hard Skills)
- Financial Assessment (Hard Skills)
- Culture Leadership (Soft Skills)
4. VP of Investment, Keystone Ridge Financial Holdings, Rochester, MN
Job Summary:
- Complete comprehensive training on the firm's products and strategies to prepare for client-facing responsibilities.
- Gain a strong understanding of best practices, the distribution framework, and current team and role-specific initiatives.
- Utilize existing network to identify and connect with 100 strategic partners, firms, or advisors for potential business opportunities.
- Establish meaningful introductions that can lead to long-term client relationships.
- Design a structured approach for expanding the prospect pipeline in alignment with the team’s distribution strategy.
- Engage existing relationships and contacts to accelerate market penetration and business development.
- Take ownership of market coverage within the assigned channel, demonstrating leadership and initiative.
- Drive consistent engagement with prospects and partners to build brand presence and trust.
- Track and manage the asset growth within the coverage area, ensuring alignment with team goals.
- Continuously refine outreach strategy to improve effectiveness and meet long-term distribution objectives.
Skills on Resume:
- Training Mastery (Hard Skills)
- Product Knowledge (Hard Skills)
- Network Expansion (Soft Skills)
- Relationship Building (Soft Skills)
- Pipeline Development (Hard Skills)
- Market Coverage Leadership (Soft Skills)
- Prospect Engagement (Soft Skills)
- Growth Tracking (Hard Skills)
5. VP of Investment, TerraVista Energy Investments, Midland, TX
Job Summary:
- Identify, evaluate, negotiate, and execute investments in producing oil and gas assets and middle market services businesses.
- Lead transaction execution, including negotiating with sellers, managing due diligence, and presenting to the investments committee.
- Build and manage a team of Associates and Senior Associates to support the emerging M&A division of the organization.
- Ensure team members are properly trained and receive the necessary guidance to add optimal value to the business.
- Direct and manage a wide variety of quantitative analyses, including DCF, LBO, comparable transaction, and accretion/dilution analysis.
- Enhance portfolio company equity value by developing and reviewing business plans, analyzing capital expenditures, and performing financial analysis.
- Monitor relevant transactions, capital market trends, industry, regulatory, and other economic information to drive growth initiatives.
- Help drive a continuous-improvement mindset through the company culture.
Skills on Resume:
- Investment Execution (Hard Skills)
- Deal Negotiation (Hard Skills)
- Team Leadership (Soft Skills)
- Training Oversight (Soft Skills)
- Quantitative Analysis (Hard Skills)
- Portfolio Value Enhancement (Hard Skills)
- Market Monitoring (Hard Skills)
- Continuous Improvement Mindset (Soft Skills)
6. VP of Investment, BluePeak Financial Solutions, Columbus, OH
Job Summary:
- Support the investment team in managing portfolios, sourcing deals, and executing transactions.
- Conduct market research and project analysis to inform business development strategies and support ongoing projects.
- Build detailed financial models to assess valuations and forecast investment returns.
- Collect and analyze investment datasets for ongoing portfolio monitoring and performance evaluation.
- Process investment-related data to support internal reporting requirements.
- Prepare comprehensive investment documents, including business proposals and materials for Investment Committee meetings.
- Ensure accuracy and clarity in all documentation presented to stakeholders.
- Coordinate with operational contacts at partner firms and counterparties to facilitate deal execution.
- Maintain effective communication to ensure smooth collaboration across all working levels.
- Assist in managing project timelines, tasks, and stakeholder alignment.
- Contribute to the overall success of investment projects through strong organizational and analytical support.
Skills on Resume:
- Investment Support (Hard Skills)
- Market Research (Hard Skills)
- Financial Modeling (Hard Skills)
- Data Analysis (Hard Skills)
- Report Preparation (Hard Skills)
- Document Accuracy (Soft Skills)
- Cross-Functional Coordination (Soft Skills)
- Project Organization (Soft Skills)
7. VP of Investment, SummitLine Property Ventures, Greenville, SC
Job Summary:
- Work closely with the firm’s principals to support the origination, underwriting, execution, and closing of acquisition opportunities.
- Target both core and opportunistic return profiles across a diverse range of investments.
- Participate actively in the full acquisition process, including conducting due diligence and financial underwriting.
- Assist in deal structuring, negotiation, and transaction execution.
- Prepare thorough investment recommendations and present them to the firm’s Investment Committee.
- Utilize the firm’s network of operating partners to identify potential opportunities.
- Independently originate new transactions and explore strategic partnerships in emerging and established markets.
- Develop and maintain relationships with joint venture partners, local developers, and brokers.
- Leverage these relationships to source, evaluate, and execute compelling investment opportunities.
- Support investments in various formats, including joint ventures, single-asset acquisitions, developments, and portfolio-level deals.
- Ensure effective collaboration with key stakeholders throughout the deal lifecycle.
- Build and sustain strong working relationships with the firm’s senior leadership to align on investment strategy and execution.
Skills on Resume:
- Acquisition Support (Hard Skills)
- Financial Underwriting (Hard Skills)
- Deal Structuring (Hard Skills)
- Opportunity Sourcing (Hard Skills)
- Relationship Management (Soft Skills)
- Partnership Development (Soft Skills)
- Stakeholder Collaboration (Soft Skills)
- Strategic Origination (Hard Skills)
8. VP of Investment, NovaSphere Digital Capital, Tempe, AZ
Job Summary:
- Research and evaluate blockchain protocols and emerging trends to identify potential new venture investment opportunities.
- Play a key role in conducting due diligence for prospective investments, particularly within the TMT and Web 3.0 sectors.
- Create comprehensive investment overviews that summarize findings and support decision-making.
- Perform ongoing market research and competitive analysis to stay current with industry developments.
- Continuously monitor new information sources and maintain awareness of evolving trends.
- Actively source inbound deal flow and engage with founders and teams to identify early-stage opportunities.
- Monitor existing investments, track key performance metrics, and maintain regular contact with portfolio companies.
- Assess company progress and risks through consistent performance reviews.
- Prepare valuation analyses for both new investment prospects and existing portfolio companies.
- Support the production of internal investment materials and financial models.
- Deliver insights and updates to senior leadership to assist with strategic firm-wide initiatives.
Skills on Resume:
- Blockchain Research (Hard Skills)
- Due Diligence (Hard Skills)
- Investment Overview Creation (Hard Skills)
- Market Analysis (Hard Skills)
- Deal Sourcing (Soft Skills)
- Portfolio Monitoring (Hard Skills)
- Valuation Analysis (Hard Skills)
- Leadership Reporting (Soft Skills)
9. VP of Investment, IronGate Global Fund Management, Stamford, CT
Job Summary:
- Act as the fund’s representative, maintaining regular interaction with fund managers to understand their market views, portfolio positioning, and performance drivers.
- Identify and evaluate investment opportunities across various stages of company growth and global geographies, ensuring alignment with the fund’s Investment Philosophy.
- Conduct both quantitative and qualitative research to support investment decision-making.
- Summarize research findings in comprehensive written reports that include recommendations and a review of key legal terms.
- Utilize off-the-shelf software to analyze potential investment companies and assess their viability.
- Monitor the overall performance of the fund’s portfolio, ensuring timely updates and risk assessments.
- Produce investment reports and provide post-investment performance analysis and insights.
- Maintain strong relationships with stakeholders through consistent communication and reporting.
- Join relevant local industry associations to broaden the professional network and enhance deal flow.
- Engage with peers and thought leaders to gain market intelligence and raise the fund’s visibility.
- Stay up to date with emerging trends, innovations, and key players in the fintech industry.
Skills on Resume:
- Fund Representation (Soft Skills)
- Opportunity Evaluation (Hard Skills)
- Quantitative Research (Hard Skills)
- Report Writing (Hard Skills)
- Software Analysis (Hard Skills)
- Portfolio Monitoring (Hard Skills)
- Stakeholder Communication (Soft Skills)
- Industry Networking (Soft Skills)
10. VP of Investment, Meridian Axis Group, Tampa, FL
Job Summary:
- Analyze market data, business trends, and key operating metrics to support strategic investment decisions.
- Identify and source qualified investment targets aligned with the Group’s business strategy, with a focus on sectors such as TMT, Consumer, Tech, or Fintech.
- Evaluate opportunities for strategic investments, acquisitions, joint ventures, or business development deals.
- Prepare investment proposals for presentation to senior management and the investment committee.
- Conduct detailed financial modeling and lead comprehensive due diligence processes.
- Negotiate deal terms and oversee execution through to successful closing.
- Lead cross-functional deal teams and ensure high-quality outcomes.
- Manage communication and coordination among internal and external stakeholders throughout the transaction.
- Monitor the ongoing performance of portfolio companies and track progress against strategic objectives.
- Identify and resolve potential issues between portfolio companies and the Group’s business units.
- Support the realization of long-term value through active portfolio oversight and strategic alignment.
Skills on Resume:
- Market Analysis (Hard Skills)
- Target Sourcing (Hard Skills)
- Opportunity Evaluation (Hard Skills)
- Investment Proposal Preparation (Hard Skills)
- Financial Modeling (Hard Skills)
- Deal Negotiation (Soft Skills)
- Cross-Functional Leadership (Soft Skills)
- Portfolio Oversight (Hard Skills)
11. Vice President of Investment, Crestview Evergreen Advisors, Madison, WI
Job Summary:
- Source, research, and evaluate external managers and direct investment opportunities that align with portfolio goals.
- Lead a high-performing team of investment professionals with a focus on excellence and collaboration.
- Identify new investment areas that are consistent with the firm’s philosophy, values, and long-term strategy.
- Drive the development of internal capabilities, including team skills, systems, and processes, to build a world-class investment organization.
- Implement efficient workflows and best practices to strengthen investment analysis and execution.
- Mentor team members to foster continuous professional growth and accountability.
- Cultivate and expand a robust network of industry contacts to support research and deal sourcing.
- Leverage these professional relationships to gain unique market insights and access to opportunities.
- Develop deep expertise in key sectors of interest to strengthen the firm’s investment edge.
- Stay informed on industry trends and dynamics to support informed and forward-looking investment decisions.
Skills on Resume:
- Manager Sourcing (Hard Skills)
- Team Leadership (Soft Skills)
- Investment Strategy Alignment (Hard Skills)
- Capability Development (Soft Skills)
- Workflow Optimization (Hard Skills)
- Professional Mentorship (Soft Skills)
- Industry Networking (Soft Skills)
- Sector Expertise (Hard Skills)
12. VP of Investment, Solariant Infrastructure Partners, Visalia, CA
Job Summary:
- Develop financial models to evaluate renewable energy investment opportunities, focusing on solar projects.
- Support the General Country Manager in leading both buy-side and sell-side transactions involving large-scale solar assets.
- Participate in deals for new development projects as well as the acquisition of existing funds and projects.
- Conduct budget, forecast, and actual performance analyses, including DSCR and distribution calculations.
- Coordinate with sponsors and lenders regarding unscheduled maintenance requirements and approvals.
- Manage warranty and insurance claims to ensure proper resolution and financial recovery for project-related issues.
- Engage in negotiations with utility companies, local government bodies, communities, and landowners to secure project agreements.
- Maintain close collaboration with accounting and tax firms, auditors, property managers, and other key stakeholders.
- Ensure accurate and timely financial coordination across project operations and partnerships.
- Provide support to senior management and team members by handling ad-hoc reporting and analysis requests.
- Contribute to the overall success of renewable energy initiatives through strong analytical and coordination skills.
Skills on Resume:
- Financial Modeling (Hard Skills)
- Transaction Support (Hard Skills)
- Performance Analysis (Hard Skills)
- Stakeholder Coordination (Soft Skills)
- Warranty Management (Hard Skills)
- Negotiation Skills (Soft Skills)
- Financial Coordination (Hard Skills)
- Analytical Support (Hard Skills)
13. VP of Investment, OakRiver Transaction Advisors, Des Moines, IA
Job Summary:
- Take on key leadership responsibilities throughout the transaction execution process, ensuring smooth and timely deal completion.
- Coordinate across teams and stakeholders to manage all phases of execution from initial due diligence to closing.
- Maintain strong client relationships during deal execution, serving as a reliable point of contact and advisor.
- Address client concerns promptly and ensure transparency throughout the transaction lifecycle.
- Develop deep expertise in a specific industry or product area to enhance execution capabilities and client trust.
- Use this specialized knowledge to guide complex transactions and offer strategic insights.
- Proactively initiate new client relationships to drive business growth and market reach.
- Identify and pursue opportunities to expand the firm’s franchise within a targeted industry or product vertical.
- Build a strong network of industry contacts to support deal origination and client engagement.
Skills on Resume:
- Transaction Leadership (Soft Skills)
- Execution Coordination (Soft Skills)
- Client Relationship Management (Soft Skills)
- Issue Resolution (Soft Skills)
- Industry Expertise (Hard Skills)
- Strategic Insight (Hard Skills)
- Client Origination (Soft Skills)
- Industry Networking (Soft Skills)
14. VP of Investment, QuantumVista Capital Innovations, Ann Arbor, MI
Job Summary:
- Assess and prioritize AI opportunities within the firm and its portfolio companies based on potential impact, data maturity, and technical feasibility.
- Evaluate strategic alignment between AI or ML use cases and the core business objectives of portfolio companies.
- Develop a deep understanding of AI-driven initiatives and priorities across various sectors and operating models.
- Engage directly with portfolio company management teams to explore, refine, and co-develop AI strategies.
- Challenge existing assumptions and help identify business outcomes that can be enhanced through AI or ML.
- Collaborate with the firm’s AI technical delivery unit to integrate cutting-edge techniques into tailored AI solutions.
- Act as a bridge between technical experts and business leaders to address communication gaps and ensure successful implementation.
- Translate complex AI concepts into actionable insights that align with operational and strategic goals.
- Support cross-portfolio discussions around synergies and evaluate both organic and inorganic growth opportunities enabled by AI.
- Stay informed on the latest AI advancements and combine them with domain-specific knowledge to design practical execution plans.
- Identify and assess potential partnerships that can unlock significant business value through AI integration.
- Work within an agile, start-up-style environment to address diverse technical and commercial challenges alongside a multidisciplinary team.
Skills on Resume:
- AI Assessment (Hard Skills)
- Strategic Alignment (Hard Skills)
- AI Strategy (Hard Skills)
- Cross-Functional Collaboration (Soft Skills)
- Insight Translation (Soft Skills)
- Synergy Analysis (Hard Skills)
- Partnership Sourcing (Soft Skills)
- Agile Problem-Solving (Soft Skills)
15. Vice President of Investment, HarborBridge Equity Holdings, Kansas City, MO
Job Summary:
- Generate high-quality investment opportunities by developing and managing relationships with partners, brokers, and other industry stakeholders.
- Source both proprietary and marketed deal flow to support strategic growth objectives.
- Evaluate and underwrite potential investments, ensuring alignment with the firm’s financial and strategic criteria.
- Recommend opportunities based on thorough due diligence and quantitative and qualitative analysis.
- Assess the risk and reward profile of each investment and apply appropriate pricing to reflect those dynamics.
- Lead negotiations and oversee the documentation process for transactions through to closing.
- Research market conditions, industry data, and broader trends to inform investment decision-making.
- Develop and articulate the team’s view on risk-adjusted returns based on current and projected market dynamics.
- Provide insights to guide strategic positioning and capital deployment.
- Engage with senior management and ownership groups to discuss market trends, investment strategy, and sourcing methodologies.
- Contribute to a disciplined, data-driven investment approach that supports long-term portfolio performance.
Skills on Resume:
- Deal Sourcing (Hard Skills)
- Investment Underwriting (Hard Skills)
- Risk Assessment (Hard Skills)
- Negotiation Leadership (Soft Skills)
- Market Research (Hard Skills)
- Return Analysis (Hard Skills)
- Strategic Insight (Soft Skills)
- Stakeholder Engagement (Soft Skills)
16. VP of Investment, RidgeLine Property Investments, Arlington, VA
Job Summary:
- Collaborate with local Market Officers and Leasing teams to drive deal flow by sourcing capital deployment opportunities.
- Focus areas include greenfield land acquisition, new developments, value-add redevelopments, portfolio transactions, single asset acquisitions, and supporting M&A and entity-level investments.
- Leverage existing professional networks and build new strategic relationships to uncover potential real estate investment opportunities.
- Engage with brokers, private sellers, investment bankers, developers, owners, consultants, and high-net-worth individuals to expand access to deals.
- Identify high-quality investment opportunities and present them to the Central Region Head of Capital Deployment and Senior Leadership.
- Prepare and deliver proposals to the Prologis Investment Committee for review and approval.
- Monitor and interpret market trends to anticipate shifts and recommend actions that maximize returns.
- Capitalize on emerging opportunities by staying ahead of market dynamics and competitive movements.
- Develop a thorough understanding of the company's assets, strategies, internal processes, and operational systems.
- Utilize this knowledge to align new investments with the company’s broader strategic objectives.
- Identify and escalate build-to-suit (BTS) opportunities for the Customer Led Development Group.
- Support the firm’s growth goals by sourcing investments that deliver long-term value and strategic alignment.
Skills on Resume:
- Deal Sourcing (Hard Skills)
- Network Expansion (Soft Skills)
- Stakeholder Engagement (Soft Skills)
- Opportunity Evaluation (Hard Skills)
- Proposal Preparation (Hard Skills)
- Market Analysis (Hard Skills)
- Strategic Alignment (Soft Skills)
- Investment Support (Hard Skills)