JOB DESCRIPTION
Company is an independent, boutique firm that provides a full range of wealth management services. The Chief Investment Officer will join a high performance, dynamic team of advisors and professionals responsible for providing high net worth individuals with comprehensive wealth management solutions to help them achieve their financial goals.
This is a key position in a rapidly growing firm, seeking a person willing to accept a high degree of responsibility and autonomy. The ideal candidate will have the required skills and education along with our shared dedication and values.
Roles Responsibilities:
- Manage asset allocation, portfolio construction, and risk management strategies.
- Conduct ongoing performance analysis and make necessary recommendations for adjustments.
- Provide market commentary and thought leadership for internal and external communications.
- Conduct due diligence on investment opportunities and fund managers
- Management and professional development of the Investment and trading team members.
Requirements:
- CFA required
- 10+ years of experience in investment management and portfolio construction
- Strong knowledge of fiduciary investment principles, asset allocation, and risk management
- Proficiency in investment research tools and portfolio management software
- 5-year track record of successful management of an Investment and Trading Team
- Strong Leader with excellent communication and collaboration skills
- Willing and capable of increasing the investment knowledge of both employees and clients.
About Our Culture:
Our mission is to build authentic relationships with our clients, as well as our team. Joining our team means joining a supportive and collaborative work environment where your contributions are valued.
Pay: $250,000.00 - $350,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
License/Certification:
- Chartered Financial Analyst (Required)
Ability to Commute:
- Melville, NY 11747 (Required)
Work Location: In person
