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chief investment officer

Grande Baie
Riviere du Rempart
3 years
banking and finance
full time
not specified
more than 60 days ago
An Investment consultancy group with a base in the North is looking for a Chief Investment Officer.

The investment consultant offers bespoke investment solutions for independent financial advisors, high net worth individuals and family offices.

Position summary
The CIO position will report to the CEO and Chairman. The position is responsible for overseeing the equity securities portfolios of investors. The securities portfolios will be guided by the firm’s investment protocol, which encapsulates the firm’s philosophy and process with regards to securities selection and management.

Responsibilities include but are not limited to:
• Managing the various securities portfolios, by leading regular investment committee meetings where investment decisions will be formulated by the investment committee in accordance with the investment protocol
• Implement all required trades and ensure compliance with investment mandate
• Accurately reporting to the CEO, Chairman and the relevant Boards
• Provide monthly investment reports to investment committee members
Experience requirements:
• The successful candidate will be a seasoned, experienced investment executive with a minimum of 3 years related experience in managing securities portfolios
• Experience in leading investment committees
• A strong proficiency in general investments

Educational requirements:
• Bachelor’s degree from an accredited institution in business administration, economics or finance
• A CFA would be preferable
Skills, Abilities and Personality Traits:
• High degree of honesty and integrity
• Strong work ethic
• A proven track record of successful investment
• Ability to develop and maintain professional relationships
• Strong organizational and planning skills
• Proven leadership abilities
• Outgoing, business-like personality
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