Job Summary The Chief Investment Officer provides the vision and leadership for all investment activities. You will be responsible for developing long-term investment policies, overseeing a team of portfolio managers or external advisors, and ensuring that the organization's capital is deployed effectively across various asset classes (e.g., equities, fixed income, real estate, and private equity).
Key Responsibilities1. Strategy & Portfolio Management Asset Allocation: Define and execute the strategic and tactical asset allocation to optimize the risk-return profile. Policy Development: Establish the Investment Policy Statement (IPS) and ensure all activities align with organizational goals. Market Research: Monitor global macroeconomic trends, geopolitical shifts, and emerging sectors to identify new opportunities.2. Risk Management & Compliance Risk Mitigation: Implement robust frameworks to monitor market, credit, and liquidity risks. Regulatory Oversight: Ensure all investments comply with local and international regulations (e.g., SEC, local financial authorities). ESG Integration: Increasingly, CIOs are tasked with integrating Environmental, Social, and Governance (ESG) criteria into the investment process.3. Operational Leadership Team Management: Lead and mentor a team of investment analysts and portfolio managers. Manager Selection: Oversee the due diligence, selection, and performance review of external fund managers or consultants. Stakeholder Reporting: Present performance reports and economic outlooks to the Board of Directors and the Investment Committee.
Required Qualifications & Skills Education Bachelor’s degree in Finance, Economics, or Mathematics. MBA or Master's in Finance is highly preferred. Certifications CFA (Chartered Financial Analyst) is typically a mandatory requirement. CAIA or FRM is a plus. Experience12–15+ years in investment management, with at least 5 years in a senior leadership role. Hard Skills Advanced financial modeling, quantitative analysis, and proficiency with tools like Bloomberg or Fact Set. Soft Skills High emotional intelligence, decisive leadership, and the ability to explain complex financial concepts to non-experts.