Chief Investment Officer Resume Samples

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WJ
W Jacobson
Wendy
Jacobson
34750 Christy Track
New York
NY
+1 (555) 628 0118
34750 Christy Track
New York
NY
Phone
p +1 (555) 628 0118
Experience Experience
12/2015 present
Philadelphia, PA
Chief Investment Officer
Philadelphia, PA
Chief Investment Officer
12/2015 present
Philadelphia, PA
Chief Investment Officer
12/2015 present
  • Work closely with the senior management to manage the investment process, product development, marketing strategies etc
  • Providing analytical support via internal management reporting
  • Contributing to the development of the firm’s strategic goals and objectives as well as the overall management of the organization
  • Communications of policies, procedures and results to clients and FMB management
  • Make client presentations
  • Benchmarking and peer group performance and various proprietary Wescott screens
  • Perform industry analysis
04/2013 06/2015
Detroit, MI
Chief Investment Officer
Detroit, MI
Chief Investment Officer
04/2013 06/2015
Detroit, MI
Chief Investment Officer
04/2013 06/2015
  • Establishing investment strategy across all investment opportunities
  • Perform account reviews
  • Managing all investment negotiations, agreements and paperwork to ensure financial security
  • Evaluate different equity/fixed models for performance enhancements
  • Monthly, quarterly and annual reporting on investment performance
  • Create new strategic and tactical investment themes as well as build and identify the best execution instruments for those investment themes
  • Make presentations to clients on investment strategy, tactical portfolio positioning and macroeconomics via webinar, written reports and meetings
Education Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
University of San Francisco
Bachelor’s Degree in Accounting
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15 Chief Investment Officer resume templates

1

Chief Investment Officer Resume Examples & Samples

  • This is an executive position responsible for the company's investment portfolio models
  • Design a repeatable investment process
  • Execute asset allocation, portfolio construction and tactical positioning
  • Perform in depth independent analysis of individual investment products, strategies and portfolios across asset classes
  • Create new strategic and tactical investment themes as well as build and identify the best execution instruments for those investment themes
  • Make presentations to clients on investment strategy, tactical portfolio positioning and macroeconomics via webinar, written reports and meetings
  • Minimum of 10 years of professional experience within the financial services industry
  • Series 7 license required
  • CFA designation highly preferred
  • Strong knowledge of Equity Markets
  • Able to develop both short and long-term investment policies
  • *Excellent compensation, bonus & benefits package offered***
2

Chief Investment Officer Resume Examples & Samples

  • Direct and monitor entire company investment portfolio
  • Progressively evaluate opportunities in the capital markets for long term growth
  • Manage investment department and team with a collaborative and creative approach
3

Chief Investment Officer Resume Examples & Samples

  • Takes a leadership role in the investment group and decision making on investments trends and opportunities
  • Participates in the goal setting of the company and acts as a business partner for future development plans on proposed acquisitions
  • Develops global investment strategy and leads due diligence activities
  • Responsible for company's strategy planning and reporting
  • Provides timely market information to support company's major business
  • Identifies investment opportunities, and operates investment projects
  • Takes responsibility of internal feasibility studies on large equipment, factories and foreign investment projects
  • Responsible for managing the team on staff allocation, training and appraisal
  • Locates in Hong Kong but requires travelling
4

Chief Investment Officer Resume Examples & Samples

  • Manage and oversee the investment strategy and operations for the firm
  • Collaborate with investment team in other offices to optimize investment strategy
  • Work closely with the senior management to manage the investment process, product development, marketing strategies etc
  • Manage and responsible for the Asia Equity portfolio
  • Monitor the market and regulatory developments in the industry to identify business potentials for the firm
5

Chief Investment Officer Resume Examples & Samples

  • Risk-sensitive asset allocation portfolio modeling and construction
  • Active and passive manager due diligence and selection and monitoring
  • Detailed quantitative and qualitative investment research (including past and forward-thinking performance and attribution assessment)
  • Benchmarking and peer group performance and various proprietary Wescott screens
  • Competitive analysis; and
  • Verbal and written communication that fosters the confidence of internal staff, prospective and current clients, the media and the professional community
  • Reviews, develops and assesses the various risk metrics of our investment portfolios and asset allocation models and makes recommendations for models based upon client risk tolerances and goals
  • Regularly attends and communicates Wescott strategies for client and prospect meetings; explaining Wescott investment perspectives and portfolio recommendations and performance
  • Regularly communicates Wescott strategies and research to the press
  • Provides regular and on-demand verbal and written research and investment commentary to support both internal and external business development efforts, and client service activities including monthly, quarterly and annual investment updates
  • Works collaboratively with Senior Investment Analyst who supports all investment research efforts
  • Tracks, monitors, evaluates and provides regular and up-to-date analysis, perspective and written commentary on all Wescott investment asset allocation portfolios and portfolio managers
  • Prepares for and participates in regular conference calls and annual industry conference visits with Wescott portfolio active and passive managers
  • Maintains strong working relationship with Wescott portfolio managers
  • Provides detailed quantitative and qualitative investment research and analysis including past and forward looking portfolio manager performance, attribution analysis, and benchmarking against stated investment disciplines, key external indices, peer group and investment class performance, proprietary Wescott investment screens and prevailing market conditions
  • Identifies and reports quarterly on current and future strengths and weaknesses in Wescott’s investments, investment strategies and models to the Investment Research Group
  • Available to support CEO in press relations regarding Wescott’s investment philosophy, perspective, outlook and performance
  • In collaboration with the CEO and the Investment Committee, researches and makes recommendations regarding new portfolio managers that are consistent with established investment models, screens and strategies
  • In collaboration with the CEO and the Investment Committee, monitors, researches and makes recommendations regarding alternative investment strategies, products, portfolio models and vehicles that may be appropriate for Wescott’s clients
  • Serves as a subject matter expert and presenter to the Wescott Investment Committee, selected Wescott clients and to external markets and professional communities as directed by the CEO and the Investment Committee
6

Chief Investment Officer Resume Examples & Samples

  • Establishing investment strategy across all investment opportunities
  • Implementing an appropriate system of policies, internal controls, accounting standards and procedures
  • Monitoring markets, trends, anticipated risks and opportunities
  • Contributing to the development of the firm’s strategic goals and objectives as well as the overall management of the organization
  • Ensuring adherence to the strategic plan and delivering status reports
  • Managing all investment negotiations, agreements and paperwork to ensure financial security
  • Providing analytical support via internal management reporting
  • Oversee and participate in the annual budget process
  • Serving as the financial liaison to the board
  • Presenting and communicating critical financial matters at select Board of Directors meetings
  • Monthly, quarterly and annual reporting on investment performance
  • 10+ years of experience in house financial management
  • Masters Degree
  • Experience in gaining investors and raising funds
  • Significant investment or Capital management experience
  • Healthcare or Technology company experience
  • PE or VC-backed firm experience
7

Chief Investment Officer Resume Examples & Samples

  • Excellent benefits with 4+ weeks of PTO
  • Low-cost health premiums
  • Start-up tech organization
  • Competitive Base Salary
  • Bachelor's degree in Accounting, Finance, or Business Administration
  • Masters or MBA from a top school required
  • Investment/capital management experience required
  • 10+ years of in-house financial management experience
  • Experiencing in raising funds or gaining investors for a growing business
  • CFA a plus
  • PE or VC backed firm experience preferred
  • Healthcare or Technology company experience a plus
8

Chief Investment Officer Resume Examples & Samples

  • Develop and oversee the investment strategy and implementation
  • Management of FMTC funds to maximize investment returns given pre-determined risk levels
  • Communications of policies, procedures and results to clients and FMB management
  • Planning and budgeting
  • Investment staff supervision
  • Evaluate different equity/fixed models for performance enhancements
  • Perform account reviews
  • Perform industry analysis
  • Make client presentations
9

Chief Investment Officer Resume Examples & Samples

  • Direct and manage all investment activities including acquisitions, dispositions, and joint-ventures; evaluate, analyze and advise on the financial impact of potential acquisitions, developments, joint ventures, divestitures, new programs, and funding activities
  • Participate as member of RCS Investment and Executive Committees
  • Help acquire new investors for RCS real estate projects
  • Hire, manage and mentor professionals for the acquisitions & dispositions functions
  • Setting clear priorities, delegate, and guide investment in people and systems; keen analytic, organization and problem solving skills, which support and enable sound decision making
  • Developing new and manage existing relationships with operation partners,real estate professionals that will increase the firm’s visibility with potential sellers and buyers of real estate and with investors or their advisors/consultants
  • Minimum 15 years of relevant experience in commercial real estate, multifamily real estate, and development acquisitions & dispositions
  • Verifiable accomplishments managing and accomplishing the full cycle of real estate acquisition including origination, negotiation, underwriting, due diligence, closing, securing debt and equity
  • Excellent coalition building skills with an ability to communicate and work effectively with a variety of internal and external stakeholders; a persuasive negotiator able to achieve consensus amongst differing opinions
  • Experience in raising equity through relationships with family offices and high net worth individuals that have been personally developed (vs. existing relationships of the employer)
  • Exceptional relationship skills and the ability to establish rapport with a wide range of individuals representing a spectrum of real estate professionals, investors, employees, board members, consultants/advisors as well as peers
  • Experience managing investments, raising capital, and managing clients during a “down” real estate investment cycle
  • Excellent presentation skills that reflect confidence, competence, and the ability to articulate complex investment concepts in a highly digestible fashion
  • Ability to travel frequently on a national level, to meet with clients and prospective clients
  • Undergraduate degree required; MBA or CFA preferred
  • Ability to monitor and anticipate trends and changes within the industry
  • Excellent verbal communications skills and demonstrated ability to write clearly and persuasively
  • Strong organizational and time management skills with ability to manage effectively and meet deadlines
  • Demonstrated commitment to accountability and measuring outcomes
  • Passion and loyalty for the company and its employees
  • Commitments to investors
  • Acts with integrity at all times
  • Ability to think analytically and problem solve and work collaboratively
  • Demonstrates self-control
  • Driven, Hard-working team player, positive and enthusiastic
  • Highly organized and detail-oriented self-starter
  • Mastery of detail
  • Willingness to assume personal responsibility and accountability for all successes and failures