Talent.com

Investment officer serp_jobs.h1.location_city

serp_jobs.job_alerts.create_a_job

Investment officer • usa

serp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Chief Investment Officer

Chief Investment Officer

Lamwork, MI, United States
serp_jobs.job_card.full_time
WHAT DOES A CHIEF INVESTMENT OFFICER DO?.Published : May 28, 2025 - The Chief Investment Officer is responsible for directing the company's investment strategy, overseeing a team of managers and ana...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Director, Investment Officer

Director, Investment Officer

UBSSan Francisco, CA, US
serp_jobs.job_card.full_time +1
Your role We're looking for a Director, Investment Officer to : .Oversee the reporting and monitoring process of significant firm managed venture capital and private equity portfolios.Analyze and mon...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Associate Investment Officer

Associate Investment Officer

Government JobsSan Bernardino, CA, US
serp_jobs.job_card.full_time
Job Opportunity With San Bernardino County Employees' Retirement Association.San Bernardino County Employees' Retirement Association is hiring three (3) Associate Investment Officers to support the...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
SVP, Investment Officer

SVP, Investment Officer

PrologisSan Francisco, CA, United States
serp_jobs.job_card.full_time
SVP, Investment Officer page is loaded## SVP, Investment Officerlocations : San Francisco, Californiatime type : Full timeposted on : Posted 30+ Days Agojob requisition id : R5928Prologis, Inc....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
US Chief Investment Officer

US Chief Investment Officer

Marsh & McLennanNew York, NY, US
serp_jobs.job_card.full_time
We are seeking a talented individual to join our US Investment Solutions team at Mercer.This role will be based in the US in one of our major office locations. This is a hybrid role that has a requi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Investment Officer

Investment Officer

MidAmerica National BankCanton, IL, US
serp_jobs.job_card.full_time
JOIN A GROWING MIDAMERICA NATIONAL BANK TEAM!.MidAmerica National Bank, a locally owned financial institution in central Illinois, has an excellent opportunity for an experienced professional to jo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Chief Investment Officer

Chief Investment Officer

TinuitiSan Jose, California, United States
serp_jobs.job_card.full_time
Chief Investment Officer (CIO) Tinuiti is the largest independent full-funnel marketing agency in the U.Built for marketers who demand growth and accountability, Tinuiti unites media and measuremen...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Trust Investment Officer

Trust Investment Officer

UNION Savings BANKFreeport, IL, US
serp_jobs.job_card.full_time
The Trust Investment Officer is the business development representative for investment options for the Trust Department.Collaborates with Trust Officers to analyze, develop and implement investment...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
US Chief Investment Officer, Investment Solutions Leader

US Chief Investment Officer, Investment Solutions Leader

Marsh & McLennan CompaniesBoston, Massachusetts, United States
serp_jobs.job_card.full_time
A global investment firm in Boston seeks a US Chief Investment Officer to oversee investment teams, manage client portfolios, and collaborate with senior leadership. The ideal candidate will have ex...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Chief Investment Officer (Austin)

Chief Investment Officer (Austin)

ConfidentialAustin, TX, US
serp_jobs.job_card.part_time
Prominent government agency providing legal & judicial services.The Company is seeking a Chief Investment Officer (CIVO) to oversee and manage all functions of the investment office.The CIVO will b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Investment Officer

Investment Officer

Kreps-Colgan & AssociatesDallas, TX, US
serp_jobs.job_card.full_time
Investment Officer for dynamic organization hdqtrs.The ideal candidate will have Series 7 and 63, expertise understanding a balance sheet, consultative relationship driven approach to retain inheri...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Chief Investment Officer

Chief Investment Officer

United BankWashington, District of Columbia, US
serp_jobs.job_card.full_time
Select how often (in days) to receive an alert : Create Alert.The Chief Investment Officer (CIO) is the thought leader and visionary responsible for establishing and guiding the over-all philosophy ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Chief Investment Officer

Chief Investment Officer

United BanksharesWashington, DC, US
serp_jobs.job_card.full_time
The Chief Investment Officer (CIO) is the thought leader and visionary responsible for establishing and guiding the overall philosophy and strategy of comprehensive Investment Management, culture, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Chief Investment Officer

Chief Investment Officer

Tompkins Community BankPlymouth Meeting, PA, US
serp_jobs.job_card.full_time
Overview The Chief Investment Officer (CIO) provides executive leadership and serves as the senior TFA Investment executive and a member of the TFA executive management team.This position is respon...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Manager, Investment Risk Officer

Manager, Investment Risk Officer

TIAAFrisco, Texas, USA
serp_jobs.job_card.full_time
Financial Risk and Capital Management.The Investment Risk Officer is responsible for providing expertise on how to minimize investment risks within the organization by developing and implementing s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Chief Investment Officer

Chief Investment Officer

DataAnnotationOregon, WI, US
serp_jobs.job_card.full_time +1
We are looking for a Chief Investment Officer to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Senior Investment Officer

Senior Investment Officer

RER Solutions, Inc.Washington, DC, US
serp_jobs.job_card.full_time
Do you want to work for a company that cares about you as a person, not just a number? For a company that provides outstanding leadership? For a company that offers exceptional benefits? RER Soluti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Chief Investment Officer

Chief Investment Officer

Tompkins Financial AdvisorsWyomissing, PA, US
serp_jobs.job_card.full_time
Chief Investment Officer Join to apply for the Chief Investment Officer role at Tompkins Financial Advisors.Overview The Chief Investment Officer (CIO) provides executive leadership and serves a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Chief Investment Officer

Chief Investment Officer

US Government JobsWashington, DC, US
serp_jobs.job_card.full_time
The Federal Retirement Thrift Investment Board (FRTIB) is looking for a highly qualified and motivated individual to serve as the Chief Investment Officer.serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Chief Investment Officer

Chief Investment Officer

Lamwork, MI, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

WHAT DOES A CHIEF INVESTMENT OFFICER DO?

Published : May 28, 2025 - The Chief Investment Officer is responsible for directing the company's investment strategy, overseeing a team of managers and analysts, and ensuring compliance, efficiency, and alignment with regulatory standards. This position leads the sourcing, evaluation, and execution of late-stage private investment opportunities, while guiding transaction processes and presenting proposals to the Investment Committee. This role monitors portfolio performance, interprets financial data, and delivers strategic recommendations to enhance fund returns and support business growth.

A Review of Professional Skills and Functions for Chief Investment Officer

  • Investment Oversight : Oversee and be responsible for the dedicated investment function of the company
  • Team Management : Manage and navigate a team of Investment Managers, analysts, and external providers
  • Cross-Functional : Partner with the investment operations, share sourcing, marketing, and sales teams to support the growth of the company’s AUM, operational efficiency, compliance, and financial reporting
  • Performance Monitoring : Monitor the performance of the various portfolios, and ensure that all investment activities adhere to financial industry regulations, conducting audits to prevent fraud and avoid risks
  • Business Development : Business development with the objective to build a strong pipeline of potential investment opportunities in late-stage private companies
  • Deal Leadership : Provide leadership, source and execute investment opportunities, lead due diligence, direct transaction team and coordinate transaction execution and closing in partnership with other functional teams
  • Proposal Presentation : Oversee creation, then present investment proposals to the Investment Committee
  • Financial Assessment : Assess and interpret complex financial information, making recommendations based on experience, risk assessment, and ensure execution
  • Briefing Review : Critically review financial briefings (often written by investment analysts) and make improvement suggestions for accessibility, marketing, and assessment purposes
  • Fund Management : Make informed financial recommendations, monitor the performance of the Investment Fund, analyze, report and make adjustment recommendations

3. Chief Investment Officer Responsibilities

  • Program Direction : Directs the firm’s investment programs
  • Project Management : Manages all investment-related projects and initiatives
  • Account Oversight : Oversees the trading and rebalancing of client accounts
  • Security Research : Researches and evaluates a wide range of investment securities, including equities, fixed income, private equity, and private placements
  • Portfolio Management : Creates and manages in-house model portfolios
  • Client Engagement : Participates in client / prospect meetings on a regular basis
  • Plan Development : Develop the customized and comprehensive personal investment plans
  • Financial Planning : Works with clients to develop customized financial plans and service them
  • Team Consultation : Consult with the team on complex investment planning scenarios
  • Business Development : Active in investment areas including research and acquisition of new business

    • 4. Chief Investment Officer Job Summary

  • Vision Leadership : Establish a clear vision and strategic pathway for the stabilization and growth of the State YMCA of Michigan
  • Relationship Building : Demonstrate maturity, empathy, and understanding to cultivate genuine relationships with a diverse range of staff and participants who come from all over the world, long-time funders, and board members
  • Culture Development : Leverage the enthusiasm and passion for the organization’s history, mission, and services that result in the development of a culture of mutual respect and cross-program collaboration
  • Spokesperson Role : Serve as an effective and visible spokesperson for the State YMCA of Michigan, effectively articulating the organization’s history, mission, and programs
  • Community Engagement : Foster and strengthen relationships with alumni, campers and Youth in Government participants, camper families, community neighbors, and partners
  • Staff Leadership : Provide leadership and direction to all staff and ensure the continued development and management of the organization
  • Conflict Management : Offer decisive and robust management skills and have the ability to lead through conflict and adversity successfully
  • Team Motivation : Motivate and maintain a cohesive staff, ensuring that there is strong internal communication and coordination
  • Recruitment Management : Recruit new staff when appropriate, and evaluate performance
  • Fundraising Strategy : Revenue Generation and Fund Development
  • Financial Growth : Maintain and expand the financial strength of the organization through capital and operational fundraising and other revenue-generating activities
  • Marketing Implementation : Implement marketing and other attraction strategies to increase enrollment in the camps and other youth activities

    • 5. Chief Investment Officer Functions

  • Fundraising Expertise : Demonstrate extensive nonprofit fundraising experience, including major gift solicitations, event planning, annual fund and direct mail campaigns, and corporate and foundation grants
  • Endowment Growth : Substantially grow the endowment over time to better position the organization to weather future unexpected storms
  • Board Relations : Cultivate a strong and transparent working relationship with the Board of Directors and the Branch Boards, and ensure open communication about the measurement of financial, programmatic, and impact performance against stated milestones and goals
  • Strategic Collaboration : Collaborate with the board to develop, refine, and implement an organizational strategic plan
  • Board Recruitment : Work with the board to identify and help recruit new board members who will add diversity to the board and whose talents, interests, and commitment will help to further the State YMCA of Michigan’s mission
  • Financial Oversight : Oversee the organization’s fiscal health and integrity by developing long- and short-range financial plans and annual budgets, disseminate regular financial statements that informatively describe the financial condition of the organization, and ensure sound financial controls
  • Decision Making : Establish effective decision-making processes that will enable the organization to achieve its goals and objectives
  • Program Development : Work with staff and volunteers to build and advance programming, including the development of new program ideas and facilitation of current programs to work more effectively together and create organizational efficiencies
  • Risk Management : Oversee organizational risk management, including personal safety of campers, youth, and staff
  • Facility Maintenance : Maintenance and repair of facilities and other fixed assets, and general and professional liability

    • #J-18808-Ljbffr