We are conducting a confidential search for a highly accomplished Chief Investment Officer (CIO) to lead the investment strategy, portfolio management, and product development activities of a growing investment platform. The successful candidate will be responsible for overseeing a diversified multi-asset investment portfolio while driving the development and structuring of innovative investment products to support business growth and client objectives.
This is a senior leadership role requiring strong investment expertise, commercial acumen, and a proven track record across multiple asset classes and investment vehicles.
Key Responsibilities Investment Leadership
Develop and execute the organization's investment strategy across multiple asset classes, including public equities, fixed income, private equity, private credit, real estate, infrastructure, and alternative investments.
Lead strategic asset allocation and portfolio construction decisions.
Monitor portfolio performance, risk exposures, market trends, and economic developments.
Present investment recommendations and portfolio updates to executive management, investment committees, and boards.
Ensure investment activities align with regulatory requirements, governance frameworks, and risk appetite.
Product Structuring & Development
Lead the design, structuring, launch, and ongoing management of investment products and investment vehicles.
Develop innovative solutions tailored to institutional, family office, and high-net-worth investor requirements.
Collaborate with legal, compliance, operations, finance, and distribution teams to bring products to market.
Evaluate and establish appropriate fund structures, mandates, and investment frameworks.
Support fundraising initiatives through product positioning and investor engagement.
Investment Origination & Execution
Identify and evaluate investment opportunities across asset classes and geographies.
Lead due diligence processes and investment recommendations.
Oversee external managers, advisors, and strategic investment partners.
Drive portfolio optimization and capital deployment decisions.
Leadership & Stakeholder Management
Build, mentor, and lead a high-performing investment team.
Foster a strong investment culture focused on performance, discipline, and innovation.
Maintain relationships with investors, regulators, financial institutions, and industry stakeholders.
Act as a key spokesperson on investment matters internally and externally.
Qualifications & Experience
Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related discipline.
Master's degree (MBA, MSc Finance, Economics, or equivalent) preferred.
CFA, CAIA, FRM, or other relevant professional qualifications highly desirable.
Minimum 15 years of progressive investment management experience.
Proven experience managing diversified multi-asset portfolios.
Strong experience in investment product structuring, fund formation, and product development.
Demonstrated track record across public and private market investments.
Experience working with institutional investors, family offices, sovereign wealth funds, asset managers, or investment platforms.
Strong understanding of investment risk management, portfolio construction, and capital markets.
Experience serving on Investment Committees or similar governance bodies preferred.
Key Competencies
Strategic investment leadership
Multi-asset portfolio management
Product structuring and innovation
Capital markets expertise Investment due diligence and execution
Fund and investment vehicle design
Stakeholder management and investor relations
Team leadership and talent development
Strong communication and presentation skills
Commercial and entrepreneurial mindset
Ideal Background Candidates may currently hold positions such as:
Chief Investment Officer
Deputy Chief Investment Officer
Head of Investments
Head of Asset Management
Portfolio Director
Managing Director – Investments
Senior Portfolio Manager
Head of Multi-Asset Investments
Experience gained within investment banks, asset managers, sovereign wealth funds, family offices, private markets firms, pension funds, or leading financial institutions will be highly regarded.