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Type of Role: Investments

Experience Level: Managing Director/CIO

Location: Houston, Texas

Salary: $364K - $412K

Cadence Bank is a commercial bank with dual headquarters in Tupelo, Mississippi and Houston, Texas with operations in Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, Missouri, Oklahoma, Tennessee, Texas, and Illinois. In 1876, Raymond Trice and Company received a charter to create a bank in its hardware store in Verona, Mississippi. In 1886, the banking operation was moved to Tupelo, Mississippi and the company was renamed to Bank of Lee County, Mississippi. Soon after, it was renamed to the Bank of Tupelo. The bank was renamed to Bank of Mississippi in 1966. In 1997, the bank changed its name to BancorpSouth. In October 2021, the bank changed its name to Cadence Bank. It has the naming rights to Cadence Bank Amphitheatre in Atlanta and Cadence Bank Arena in Tupelo. Details below.

Cadence Bank Alternative Investments Department is tasked with managing a growing portfolio of Private Credit, Private Equity, and Real Estate Fund investments on behalf of Cadence Bank. 

The Senior Vice President of Alternative Investments will work directly with the Manager of Alternative Investments to manage Cadence Bank’s alternative investment portfolio.  The portfolio is primarily comprised of Volcker-exempted private equity partnerships and investment vehicles.  Managing the portfolio includes sourcing investments, underwriting limited partnership exposure, monitoring investments, marketing Cadence Bank to the funds, and working with other departments in the bank.  Those departments include the Treasury team, Accounting and Tax teams, Commercial & Industrial lending teams, Specialty Lending teams, Corporate Banking team, and the Community Reinvestment Act (CRA) tracking team.


Portfolio Management

Sourcing of prospective investments through active calling effort

Monitors financial performance of individual funds

Coverage of industry conferences (SBIA, ILPA) to stay abreast of trends and regulatory changes in the private investment industry

Coverage of each fund’s annual meeting to stay in tune with fund activities including changes in team, upcoming capital calls, deal flow, portfolio company activities

Partner with Cadence teammates with sector knowledge to build over-all Cadence relationship with fund

Facilitating ancillary business opportunities with Cadence Bank lenders when appropriate

Track underlying portfolio company investments to facilitate CRA investment credit


Works with the Portfolio Associate and Credit Analysts to ensure completeness and accuracy of approval documentation in the fund investment approval process

Provides guidance and mentoring to credit analysts in underwriting process

Evaluates structures, quality, integrity, and soundness of all financial analysis

Assists in completion of all Investment Approval package documents, such as: strategy analysis, financial analysis, industry analysis, relationship summary, reference calls, and other required documents needed for fund investment approval

Presents proposed fund investments to the Alternative Investments Working Group for formal approval

Manages legal negotiation of fund documents (Limited Partnership Agreements, Subscription Agreements, and Side Letters) between Fund and Cadence Bank with assistance of SME legal counsel


Interest in and knowledge of private investment markets

Ability to interact with all levels of management, work within a team environment and work independently

Ability to work with large databases and datasets for extraction and conversion into useful business information

Excellent technical and analytical skills

Excellent written/verbal communication and interpersonal skills

Knowledge of Microsoft Office, particularly Excel, Word, and PowerPoint

Polished negotiation and presentation skills

Strong organizational and administrative skills

Ability to multitask

Thorough knowledge of financial statements, accounting principles, Credit Policy, applicable laws and industry data sources


Bachelor’s Degree in Business, Accounting, Finance, Economics, or equivalent experience

CFA or CAIA designation preferred

10-15+ years of work experience in a credit or investment position required

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)