Chief Investment Officer

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

• 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.
• Strategic investment leadership
• Product structuring and innovation
• 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
• Managing Director – Investments
• 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.

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