Industry: Global Asset Management | Institutional Investments | Private & Public Market Strategies
Location: Hybrid – U.S. (Global Investment Mandate)
Executive Level: C-Suite
Compensation Package: $364,000 – $418,000 (Base + Executive Bonus + Long-Term Incentives)
About the Role
Investment leadership at scale is not about chasing returns; it is about building resilient, disciplined portfolios that deliver sustainable performance across market cycles. We are seeking a Chief Investment Officer (CIO) to lead the enterprise investment strategy for a global organization with significant assets under management across public markets, private capital, and alternative investments.
This role is designed for a senior investment executive who combines deep market insight with institutional rigor. The CIO will own the investment philosophy, asset allocation strategy, portfolio construction, and risk framework, ensuring alignment with long-term objectives, liquidity needs, and fiduciary responsibilities.
As a core member of the executive leadership team, the CIO will guide investment decision-making across equities, fixed income, private equity, real assets, credit, and opportunistic strategies. You will work closely with the CEO, Board, and Investment Committee to evaluate macroeconomic trends, manage downside risk, and capture long-term value creation opportunities.
This is not a caretaker role. It is a mandate to shape the investment platform, strengthen governance, modernize analytics, and position the organization for durable performance in evolving global markets.
Essential Duties and Responsibilities
- Define and lead the organization’s investment philosophy, strategy, and long-term asset allocation.
- Oversee portfolio construction across public and private markets, ensuring diversification, liquidity, and risk discipline.
- Lead manager selection, due diligence, and performance evaluation across internal and external investment managers.
- Establish and maintain investment governance, policies, and fiduciary standards.
- Monitor market conditions, macroeconomic trends, and emerging risks to inform strategic decisions.
- Oversee risk management, stress testing, and scenario analysis across portfolios.
- Guide capital deployment, rebalancing, and investment pacing strategies.
- Present investment performance, outlook, and recommendations to the Board and Investment Committee.
- Build and lead a high-performing investment team with strong succession planning.
- Ensure compliance with regulatory, legal, and ethical standards across all investment activities.
Job Qualifications and Requirements
- 15+ years of senior investment leadership experience within institutional asset management, pensions, endowments, insurance, or private capital environments.
- Proven track record managing diversified, multi-asset portfolios through multiple market cycles.
- Deep expertise across public markets, private investments, and alternative strategies.
- Strong experience working with Boards, Investment Committees, and executive leadership.
- Demonstrated ability to balance risk, return, liquidity, and long-term objectives.
- Advanced degree in finance, economics, or related field; CFA or equivalent credentials strongly preferred.
- Strong understanding of regulatory and fiduciary requirements.
Personal Capabilities and Qualifications
- Strategic, long-term thinker with disciplined investment judgment.
- Calm, decisive leader during periods of market volatility.
- High integrity with a strong fiduciary mindset.
- Analytical and data-driven, yet able to synthesize complex information into clear decisions.
- Executive presence with credibility among peers, boards, and external partners.
- Strong people leader who attracts and develops top investment talent.
Strategic Support
- Serve as a trusted advisor to the CEO and Board on capital strategy and long-term value creation.
- Support enterprise financial planning, liquidity management, and balance-sheet strategy.
- Partner with Risk, Finance, and Strategy leaders on enterprise-wide decision-making.
- Support M&A, capital allocation, and strategic investment initiatives.
- Contribute to governance, sustainability, and responsible-investment priorities.
Working Conditions
- Hybrid executive work environment with global scope and accountability.
- Regular engagement with Board members, Investment Committee, and senior executives.
- Periodic domestic and international travel for manager meetings, diligence, and strategic reviews.
- High-visibility role with direct influence on enterprise financial performance and long-term stability.
Job Function
- Enterprise Investment Strategy & Asset Allocation
- Portfolio Construction & Risk Management
- Public & Private Market Investments
- Investment Governance & Fiduciary Oversight
- Capital Deployment & Performance Management
- Institutional Investment Leadership
Compensation & Benefits
- Base Salary: $364,000 – $418,000
- Executive Annual Bonus Program
- Long-Term Incentive Plan (Performance-Based / Deferred Compensation)
- Comprehensive Executive Health Benefits
- 401(k) / Retirement Plans with Competitive Match
- Executive Coaching & Leadership Development
- Wellness, Mental Health & Family Support Programs
- Generous Executive PTO & Holiday Package
Why Join Us
- Lead investment strategy at true institutional scale with global impact.
- Partner directly with the CEO and Board on long-term value creation.
- Shape portfolio strategy across market cycles and economic environments.
- Build and lead a world-class investment organization.
- Leave a lasting legacy through disciplined, high-integrity investment leadership.
