Position Summary

The Chief Investment Officer (CIO) is responsible for developing and overseeing the organization’s investment strategy, portfolio management, and long-term financial performance. This executive role ensures that investment decisions align with the organization’s risk tolerance, financial goals, and overall strategic direction. The CIO leads the investment team, manages relationships with external partners, and provides expert guidance to executive leadership and the board.

Key Responsibilities

Investment Strategy & Leadership

• Develop and execute a comprehensive investment strategy aligned with organizational goals and risk parameters.
• Monitor economic trends, market conditions, and investment opportunities to inform decision-making.
• Present investment strategies, opportunities, and performance results to the CEO, board, and investment committees.

Portfolio Management

• Oversee asset allocation, risk/return objectives, and portfolio construction.
• Manage diversified portfolios including equities, fixed income, alternatives, real assets, and cash.
• Ensure optimal balance between growth, income, liquidity, and risk.
• Conduct ongoing monitoring and rebalancing of investments.

Risk Management & Compliance

• Establish and enforce investment policies, controls, and compliance standards.
• Conduct risk assessments and ensure adherence to regulatory requirements (e.g., SEC, ERISA, state regulations depending on organization).
• Implement appropriate hedging or risk mitigation strategies when necessary.

Research & Analysis

• Direct economic, industry, and security-level research to identify investment opportunities.
• Review quantitative and qualitative analyses to guide investment decisions.
• Stay informed about emerging asset classes, geopolitical risks, and global financial developments.

Team Leadership & Development

• Lead and develop a high-performing investment team, including analysts, portfolio managers, and external advisors.
• Build a collaborative, disciplined, research-driven investment culture.
• Ensure continuous professional development and succession planning.

External Partner Management

• Oversee relationships with investment managers, consultants, custodians, brokers, and financial institutions.
• Evaluate and select external asset managers; negotiate terms and monitor performance.
• Represent the organization to partners, stakeholders, and industry groups.

Financial Oversight & Reporting

• Develop and manage investment department budgets and financial plans.
• Ensure accurate, timely reporting of investment results and market commentary.
• Provide scenario modeling, forecasts, and performance metrics to leadership and the board.

Qualifications

Education & Experience

• Bachelor’s degree in Finance, Economics, Business, or related field required; MBA or advanced degree preferred.
• 10+ years of progressive investment management experience, including senior leadership roles.
• Proven track record managing multi-asset portfolios and delivering strong risk-adjusted returns.
• Experience working with institutional assets (endowments, pensions, foundations, insurance, etc.) preferred.

Skills & Competencies

• Deep understanding of investment theory, asset classes, financial markets, and risk management.
• Strong analytical, quantitative, and strategic thinking capabilities.
• Excellent communication skills with ability to present complex concepts clearly.
• Leadership skills with ability to mentor, motivate, and manage investment teams.
• High ethical standards, fiduciary mindset, and sound judgment.

Preferred Certifications (Optional)

• Chartered Financial Analyst (CFA)
• Chartered Alternative Investment Analyst (CAIA)
• Financial Risk Manager (FRM)

Working Conditions

• Full-time
• Occasional travel