Chief Investment Officer - Portfolio Manager

Company: CFA Institute
Location: Wilmington
Posted on: April 16, 2025

Job Description:

The Chief Investment Officer (CIO) will provide overall leadership for all aspects of our investment programs. The CIO is responsible for overseeing the company's investment portfolio, including the research, evaluation, and selection of investments. He or she will fortify the firm's investment philosophy and process, and is responsible for making investment decisions consistent with the firm's strategy and goals.WHAT TO EXPECT:

• Develop and implement the firm's investment philosophy, strategies, and process:

• Collaborate with leadership and investment committee to improve the firm's long-term and short-term investment philosophy and existing strategies.
• Coordinate and oversee the development, implementation, and oversight of the investment process.
• Identify key metrics and ensure consistent and effective tracking and reporting of performance data.
• Manage the development, maintenance, and monitoring of the asset allocation models and provide oversight of the portfolio management and trading practices.
• Lead the investment research and analysis process and ensure timely and accurate reporting.
• Perform due diligence to ensure legal and regulatory compliance and consistency with the investment strategies and processes.
• Monitor industry and market trends and provide updates and information, as appropriate.
• Provide expertise, assistance, and information to advisors, portfolio managers, research professionals, analysts, and leadership, as appropriate.
• Manage and develop direct reports (when applicable).
• Assist with the execution of the strategic vision/goals of the firm. Demonstrate leadership abilities.WHAT YOU NEED:
  • Bachelor's degree in business, finance, or related field, or equivalent work experience required; MBA preferred.
  • CFA designation or completion of Level II or higher.
  • Previous experience in asset management, investment research, and/or portfolio management in the financial services industry.
  • Previous experience in developing and implementing investment strategies.
  • Previous management experience, including supervising direct reports, is required.
  • Deep understanding of asset allocation and performance measurement and reporting. Demonstrated history of ethical behavior and high integrity.
  • Proficiency with securities and investment advisory systems, compliance, and administrative responsibilities.
  • Ability to think strategically and act tactically to ensure all details are successfully accomplished.
  • Results oriented and effective working independently or as a collaborative team member.
  • Detail-oriented, creative problem solver with an ability to prioritize work and negotiate conflict. Excellent written and oral communication and presentation skills. Attendance is an essential function.We offer a base salary, incentive potential, 401(k) plus matching, and a great working environment in exchange for your expertise. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational and focused on healthy living. Smokers need not apply.
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Keywords: CFA Institute, Wilmington , Chief Investment Officer - Portfolio Manager, Executive , Wilmington, North Carolina