Responsibilities
Centura Wealth Advisory, a dynamic registered investment advisory (RIA) firm serving ultra-high-net-worth individuals/families, is seeking a full-time, experienced investment professional to join our Executive Leadership team as the Chief Investment Officer. This role involves setting strategic initiatives and leading the investment team to deliver exceptional service and results. The ideal candidate will have deep expertise across various asset classes, including syndicated multifamily real estate.
Primary Responsibilities:
- Develop and implement the firms investment philosophy and strategy, aligned with goals and market opportunities.
- Lead the investment team in managing portfolios, research, analysis, and investment decisions across markets.
- Oversee diversified investment portfolios, including equities, fixed income, cash, and alternatives like private equity and real assets.
- Manage investment due diligence processes and frameworks.
- Make asset allocation decisions, rebalancing portfolios as needed.
- Monitor market trends and economic indicators to inform investment decisions.
- Communicate investment strategies and performance to clients and stakeholders.
- Collaborate with financial advisors and wealth managers to align financial planning and investment management.
- Build and maintain relationships with external partners such as fund managers and investment consultants.
- Oversee trading activities and establish best execution policies.
- Manage investment risk and ensure regulatory compliance.
- Mentor and develop investment professionals, fostering a culture of collaboration and continuous improvement.
- Represent the firm at industry events to enhance visibility and credibility.
- Perform other duties as assigned.
Knowledge, Skills, and Abilities:
- Deep knowledge of investment principles, portfolio management, and financial markets.
- Strong analytical skills and ability to interpret complex data.
- Extensive experience in asset classes, especially syndicated multifamily real estate, private equity, and private credit.
- Leadership and team management skills.
- Proficiency in financial modeling and investment software, with advanced Excel skills.
- Excellent communication skills to articulate complex concepts clearly.
- High professionalism, integrity, and confidentiality.
- Ability to work collaboratively and independently.
- Strong organizational skills and attention to detail.
- Commitment to ongoing professional development.
Minimum Qualifications:
- At least 18 years old.
- Bachelors degree in Finance, Economics, Business Administration, or related; Masters/MBA preferred.
- 15+ years in investment management or related fields, with 7+ years in senior leadership.
- Certifications such as CFA, CAIA, CFP preferred.
- Proven track record with ultra-high-net-worth portfolios.
- Experience in strategic planning and business development.
- Proficiency in investment analysis software and Microsoft Office.
- Exceptional analytical and problem-solving skills.
- Must pass background checks.
Physical Requirements:
- Sitting, talking, hearing, manual dexterity, and mobility in an office setting.
- Ability to work at a computer for extended periods.
- Travel up to 10%.
Work environment includes an open office with moderate noise and lighting.
Centura Investment Advisory, headquartered in San Diego, is an SEC-registered firm serving affluent clients with innovative investment solutions since 2005. We value diversity and are an Equal Opportunity Employer. Salary: $225K + Incentives + Bonus.
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