Chief Investment Officer

The Chief Investment Officer (CIO) is responsible for overseeing and managing the investment activities of the family office, ensuring alignment with the family’s long-term financial objectives, values, and risk tolerance. This role involves setting investment strategy, asset allocation, manager selection, portfolio construction, and performance monitoring across a diverse set of asset classes, including public markets, private equity, real estate, and alternative investments.

Key Responsibilities:

Investment Strategy & Asset Allocation

• Develop and implement a comprehensive investment strategy aligned with the family's goals and values.
• Determine strategic and tactical asset allocation across asset classes.

Portfolio Management

• Manage a diversified investment portfolio including public equities, fixed income, hedge funds, private equity, venture capital, real estate, and other alternatives.
• Conduct regular portfolio reviews and rebalance as necessary.

Manager & Investment Selection

• Source, evaluate, and select external investment managers and direct investment opportunities.
• Conduct due diligence on fund managers and direct investments (including co-investments).

Risk Management

• Identify, monitor, and manage portfolio and operational risks.
• Ensure investment activities remain within the family’s risk appetite and investment policy guidelines.

Performance Monitoring & Reporting

• Monitor portfolio performance against benchmarks and KPIs.
• Prepare and present regular investment reports to family principals and relevant stakeholders.

Governance & Compliance

• Maintain compliance with regulatory requirements and internal investment policies.
• Support the creation and periodic review of the Investment Policy Statement (IPS).

Team & Advisor Oversight

• Manage internal investment staff and coordinate with external advisors, consultants, and managers.
• Build and maintain strong relationships with investment partners and service providers.

Qualifications:

• Bachelor’s Degree in Finance, Economics, or related field; MBA, CFA, or CAIA strongly preferred.
• 5-10 years of investment experience from a buy side environment (private equity, hedge fund, family office, etc.)
• Strong understanding of asset allocation, portfolio construction, and alternative investments.
• Demonstrated track record of investment success and prudent risk management.
• Exceptional analytical, communication, and presentation skills.
• High level of integrity, discretion, and professionalism.