Chief Investment Officer

Chief Investment Officer

About the Company

Multi-billion-dollar independent RIA serving ultra-high-net-worth clients with sophisticated multi-strategy investment platform

Industry
Financial Services

Type
Privately Held

About the Role

The Company is in search of a Chief Investment Officer to take on a pivotal role as the senior investment authority, responsible for defining and leading the firm's investment philosophy and strategic asset allocation. The successful candidate will be tasked with driving the evolution of the investment platform, including the development of new products and solutions, and will serve as the primary investment voice in interactions with ultra-high-net-worth clients and prospects. This is a unique opportunity to shape the future of the company's multi-strategy investment platform, with a focus on core equity, fixed income, liquid and illiquid alternatives, and various investment strategies. Applicants for the Chief Investment Officer position at the company should possess a strong background in fundamental equity, fixed income construction, and a range of investment strategies. The role requires a proven track record in building or significantly reshaping an investment organization, with the ability to make strategic decisions about internal development versus external sourcing. The ideal candidate will have experience in overseeing an investment team, including in-house portfolio leadership, and be adept at integrating investment portfolios from future acquisitions. This is a demanding yet rewarding role for an investment executive who can bring a high level of expertise and leadership to the firm.

Functions

• Corporate Development
• Strategy