About this opportunity
And Simple ApS lists this Deputy Chief Investment Officer, Single Family Office, Palm Beach opportunity in northern, Kentucky. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A single family office in Palm Beach is hiring a Deputy CIO to partner with the CIO in managing family investment portfolios across public and private, traditional and alternative asset classes. A senior, hands-on mandate covering strategy, due diligence, risk management, investment committee leadership and direct advisory to the family Principal. Requires 20+ years of investment experience.
About the job
The Position: Partner with the CIO to understand the family's investment goals, objectives, policies and priorities, and manage portfolio assets across multiple asset classes.
Key Responsibilities- Develop and implement portfolio strategy with tax optimization- Proactively manage risk across the portfolio to optimize returns while minimizing downside- Assess public and private equity opportunities using fundamental analysis- Participate in the investment committee and quarterly portfolio reviews- Lead due diligence on new partnerships and investments- Lead, recruit and manage the performance of the investment team- Serve as a strategic advisor to the family Principal
Ideal Candidate- Entrepreneurial and style-agnostic investment approach; 20+ years of relevant investment experience across asset classes- Undergraduate degree required; MBA and/or CFA strongly preferred; FINRA licenses preferred- Broad knowledge across all global public and private traditional and alternative asset classes- Strong quantitative skills and investment due-diligence expertise- Family office or ultra-high-net-worth client experience preferred- Excellent communication skills; able to synthesize and communicate complex concepts- Leadership and mentoring experience
Compensation & Location: Industry-competitive package with comprehensive benefits; Palm Beach, FL.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.