Chief Investment Officer (CIO) - Single-Family Office
Core
Lead investment strategy, asset allocation, and portfolio management for a private single-family office, serving as a trusted advisor to the family.
Role type
Chief Investment Officer (CIO)
Builds
Global diversified portfolio including public equities, fixed income, private equity, venture capital, real estate, and hedge funds
Domain
Wealth Management / Family Office
Required skills
Multi-asset class investing, global macro strategy, external manager due diligence, risk management, tax-efficient wealth transfer planning
Preferred skills
MBA, CFA charter, experience in single-family/multi-family offices or endowments
Technologies
N/A
Responsibilities
Develop and rebalance global asset allocation strategy; Identify and monitor external asset managers; Establish risk management frameworks; Present portfolio performance reports to the Board; Collaborate with tax advisors and legal counsel on estate planning
Seniority
Executive, C-suite