The Chief Investment Officer is responsible for the Client Investment Portfolios. The Chief Investment Officer (CIO) oversees a team of professionals that have responsibilities such as managing and monitoring investment activity, managing pensions, working with external analysts maintaining good investor relations. They will also develop short-term and long-term investment policies.

RESPONSIBILITIES:

• Leads the Investment Management Group and participates in various senior level committees.
• Oversees all investment manager due diligence criteria and asset allocation policies.
• Sources and vets specific private market investments.
• Manages all investment related projects and initiatives.
• Participates in client/prospect meetings.
• Active in investment areas including research and publishing original written material.
• Develops investment strategies based on company’s philosophy and client objectives
• Performs investment research and stays current on development in security markets
• Participates in the strategic planning and decision making for department

• Bachelor’s degree required; Advanced degree highly preferred.
• CFA required.
• Minimum of twelve (12) years of direct experience in the industry or related industries  required
• Minimum of five (5) years experience managing a team
• Prior experience as CIO is highly desired.
• Extensive knowledge of investment strategies, investment solutions, private markets, and the wealth management industry required
• Demonstrated ability for Business Development 
• Exceptional written and verbal communication skills and presentation abilities
• Ability to travel up to 25%

KEY COMPETENCIES:

• Business Development
• Leadership
• Strategic Planning
• Investment Product expertise

Essential Functions: 

• Sitting for extended periods of time.
• Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
• Ability to converse and exchange information with all levels of staff within organization.
• Ability to observe, perceive, identify, and translate data
• Ability to travel via air, rail, automobile and/or bus.