Chief Investment Office Job Description

Chief Investment Office Job Description

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Chief investment office provides operational support for Fixed Income and Interest Rate hedging products including treasuries, agencies, corporate bonds, and futures.

Chief Investment Office Duties & Responsibilities

To write an effective chief investment office job description, begin by listing detailed duties, responsibilities and expectations. We have included chief investment office job description templates that you can modify and use.

Sample responsibilities for this position include:

Ideal candidates will be well versed in some/all of the following Reuters, Anvil, Markitwire, and Bloomberg
Advances all functional aspects of interest rate hedge accounting processes (designations, assessments of hedge effectiveness)
Understand & contribute to various control frameworks, Control Self Assessment (CSA), Sarbanes Oxley (SOX) & Business Control Committees (BCC’s)
Strong inter-personal and partnership skills, develop relationships with clients, Operations & product partners
Ability to work independently part of a team to ensure that the needs of the business are always met and adequate assistant coverage is provided to the group
Maintaining group leave records and update information on internal systems, department holidays, maintaining personal employee information and any ad-hoc requests
Coordinate with Traders, MO, CFO and Technology on projects relating to risk reporting
Advance all functional aspects of hedge accounting processes (designations, assessments of hedge effectiveness)
Assist with analytical and US regulatory reporting for T/CIO APAC liquidity
Assist with automation / process improvement

Chief Investment Office Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Chief Investment Office

List any licenses or certifications required by the position: PMP

Education for Chief Investment Office

Typically a job would require a certain level of education.

Employers hiring for the chief investment office job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Finance, Accounting, Management, Business, Engineering, Economics, Education, Mathematics, Graduate, Computer Science

Skills for Chief Investment Office

Desired skills for chief investment office include:

Fixed income and Treasury products
FX and Interest Derivatives products
Fixed Income
Treasury
Bloomberg
FX & credit products in general
Financial markets and interest rate
Accounting for derivatives and securities held as AFS
Excel

Desired experience for chief investment office includes:

A recognised accountancy qualification
Utilize the network of product and regulatory specialists in Legal & Compliance as needed
Central electronic clearing/execution platforms (LCH, Morcom, Trade Web, Markit )
Support assessment, control and analytics of liquidity risk and reporting (including both external regulatory reporting internal liquidity measures) on underlying legal entities in Asia Pacific Region under JPMC
Serve as primary go-to person for global Finance COOs on Americas topics
Liaise with Global Finance COO/COS and Business Leads to help drive key GFDF initiatives

Chief Investment Office Examples

1

Chief Investment Office Job Description

Job Description Example
Our company is hiring for a chief investment office. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for chief investment office
  • Act as lead coordinator for roll out of enhanced systems and reporting tools
  • Support Analytics projects through data sourcing, exploration, cleanup, manipulation, design
  • Communication & Stakeholder Management – Ensure all stakeholders are aware and appraised of the operating model as it develops
  • Implementation – Take ownership for discreet parts of the overall program
  • Participate in the assessment of IRR process and provide independent oversight of the firm’s adherence to the IRR management framework
  • Participate in the independent review of regulatory and internal stress scenarios
  • Develop a robust Funds Transfer Pricing (FTP) process
  • Preform ad hoc analysis to understand how FTP influence banking and trading behaviors and understand local liquidity and market limitation that impact FTP
  • Conduct ad hoc risk analysis, improve current risk tools as well develop new ones that will help in the risk monitoring
  • Improve risk transparency, methodologies and reports by conducting deep-dives on various risk topics
Qualifications for chief investment office
  • At least seven years of experience in a financial services firm or in public accounting, with an appropriate level of exposure to and involvement with the products related to these businesses
  • Proactively work with the Americas Leadership Team on regional agenda
  • The candidate has to understand the business continue to develop appropriate controls and business as usual improvements
  • Ability to understand company’s financial statements, including ratio analysis, cash flow analysis, and basic accounting standards
  • Exposure to credit analysis of securitized products
  • Experience in analyzing sovereigns, state governments and multi-lateral institutions, will be helpful
2

Chief Investment Office Job Description

Job Description Example
Our innovative and growing company is looking for a chief investment office. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for chief investment office
  • Contribute to responses on regulatory requests
  • Prepare executive presentations and respond to urgent ad-hoc requests from senior management
  • Analyzing vendor data for suitability to meet business requirements
  • Defining vendor data attributes for promotion through AWM data governance
  • Defining criteria to evaluate vendor data health at the time of ingestion
  • Analyzing data health check results to identify data and threshold issues
  • Managing data issue resolution with vendors
  • Identify product development process across each business unit of WM&IS to assess components, consistency, and integration into existing tools (BCRA)
  • Participate in product & services assessments with Product Managers, Business Unit Risk Managers, and others to update & finalize Product Service Inventory
  • Understand the mechanics of QA and Control Environment to measure product or services risk
Qualifications for chief investment office
  • Ability to quickly understand technical risk concepts complex matrix of operating systems and their interrelationships and dependencies
  • Establishing and maintaining strong working relationships across CTC businesses and other control groups (i.e., finance, risk management, compliance, legal)
  • Establishing and maintaining strong working relationships across CTC businesses and other control groups (i.e., oversight and control, risk management, compliance, legal)
  • Spreadsheet skills required
  • Preference for demonstrated experience using scripting / programming tools
  • Degree in Finance, Business, Journalism or related fields
3

Chief Investment Office Job Description

Job Description Example
Our innovative and growing company is hiring for a chief investment office. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for chief investment office
  • Manage a team of Senior Investment Officers/Investment Officers (SIOs/IOs) and Investment Research Analysts (IAs) with respect to all operational tasks related to the prudent and efficient management of the SRP and RSBIA’s investment portfolios
  • Manage and coordinate the execution of investment and portfolio management decisions, including those related to liquidity management, rebalancing, funding capital calls from limited partnership investments, fee payments, and stress testing of key liquidity and operational parameters
  • Manage the on-going development and production of key compliance and operations risk management reports for INV and the IC
  • Liaise with the custodial bank(s), peer institutions, consultants, external investment managers, external auditors, and other internal stakeholders
  • Manage and handle all issues concerning the IMF’s legal and tax immunities
  • Manage the production of annual SRP performance report to the PC
  • Design, monitor, and/or enhance operational processes and controls in respect of performing manager/strategy research and due diligence, industry research, portfolio design, and operations risk management
  • Monitor portfolio compliance with respect to the Strategic Asset Allocation (SAA) and rebalancing ranges
  • Ensure proper controls and processes for validating and approving fee invoices for investment managers, master custodian, consultants
  • Provide daily oversight and operational control over all futures overlay accounts
Qualifications for chief investment office
  • Must have an understanding of the wealth banking space and familiarity with finance content and general client communications needs
  • Must be detail-orientated and able to multi-task according to a varied, fast-paced and deadline-driven daily workflow
  • Strong cross-platform digital skills essential
  • Experience in social media management advantageous
  • Journalism or other writing/editing experience, preferably in the areas of finance and/or investment
  • 1-2 years relevant post graduate professional experience with either a recognized audit firm and/or as a product controller
4

Chief Investment Office Job Description

Job Description Example
Our company is growing rapidly and is looking for a chief investment office. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for chief investment office
  • Monitor and prepare cash flow projections for all asset classes and ensure proper documentation of cash flows and asset transfers
  • Manage, monitor, and streamline INV’s overall internal workflows
  • The successful candidate will be an eager and highly-organised contributor who is willing to learn and apply new skills, while embracing change and innovation in the areas of client-facing and internal investment communications
  • Take on detailed editorial, publishing, and administrative tasks, , and problem solve so as to support senior editors along with strategists within the CIO, teams in other departments within the bank
  • Strong command of the English language, able to take on major and minor editing tasks when called upon, and complete them within deadlines
  • Spearhead projects to raise the profile of the CIO and its investment calls
  • Partner with business and HR leaders to guide organizational assessment and design/development
  • Lead design and implementation of key leadership and HR initiatives
  • Work closely with learning specialists and designers to drive overall talent, management and development strategy and help leaders to prioritize initiatives
  • Build strong relationships to partner effectively with a variety of constituents (compensation, staffing and other) in building integrated people processes
Qualifications for chief investment office
  • Comfortable working in a large organization with stakeholders that span multiple functions
  • University degree in quantitative based field
  • 5+ years business experience with 2+ year of data analytics experience preferred
  • Advanced experience with multidimensional and relational databases
  • Advanced Experience in data management and working with ETL tools
  • Advanced experience working with internal business contacts to develop analytical reports
5

Chief Investment Office Job Description

Job Description Example
Our growing company is hiring for a chief investment office. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for chief investment office
  • Identify, develop and lead the implementation of multiple projects in a fast-paced, challenging environment with competing priorities
  • Consults, coordinates and executes core L&LD processes and programs in alignment with LOB needs
  • Data management and manipulation
  • Assist in the analysis, scoping and assessment of business or global L&LD solutions
  • Partner with L&LD colleagues and business partners to drive performance improvement initiatives
  • Production of management reporting decks for the Chief Investment Officer and Head of Global Portfolio Management
  • Coordination and preparation of various Industry Conference presentations and other external presentations
  • Provide investment forecast analysis to Portfolio Management teams on the General Account, including risk limit capacity projections, strategic asset allocation/marginal asset allocation, and credit migration
  • Competitor analysis of the investment portfolio
  • Support portfolio managers, Investment Risk, Investment Operations and other Finance areas on ad-hoc assignments
Qualifications for chief investment office
  • Experience providing data analysis to support management decisions
  • General knowledge of data analytics theory & application
  • Experience with analytics tools and visualization tools a plus
  • Partner with global and remote teams in Finance and other functions to ensure accuracy and timely delivery of management reporting, business results and scorecards
  • Participate in new business initiatives process to define Finance work flow, to provide analysis and advice around accounting booking strategies and operational procedures
  • Participate in firm-wide projects and initiatives which include the re-engineering of general ledger and back office systems, improvement on reporting analytics

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